Mortgage and Protection Administrator

1 month ago

London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time
Mortgage and Protection Administrator Opportunity

We are seeking a highly organized and detail-oriented individual to join our team as a Mortgage and Protection Administrator. This role will provide support to our mortgage advisers and protection specialists, ensuring seamless client service and efficient processing of mortgage applications.

Key Responsibilities:
  • Provide exceptional support to clients throughout the mortgage application process
  • Manage client liaison and communication with mortgage advisers and protection specialists
  • Conduct lender research and generate recommendation spreadsheets
  • Process client information and update CRM systems
  • Develop and implement efficient CRM processes to improve team productivity
  • Monitor and manage client monies and income profiles
  • Conduct protection research and create suitability reports
  • Collaborate with the finance department to ensure accurate and timely processing of mortgage applications
Requirements:
  • Relevant degree-level education or equivalent experience in a similar role
  • Excellent communication and interpersonal skills
  • Strong attention to detail and organizational skills
  • Ability to multitask and prioritize tasks effectively
  • Proficiency in Microsoft Office and CRM systems
  • Continuous Professional Development (CPD) and willingness to learn new skills

This is an excellent opportunity for a motivated and detail-oriented individual to join our team and contribute to the success of our mortgage and protection business. If you are a team player with a passion for delivering exceptional client service, we encourage you to apply.

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