Administrative Mortgage Coordinator

1 month ago


London, Greater London, United Kingdom CV-Library Full time
Company Overview

Our client, a reputable and successful Independent Mortgage brokerage, is seeking an organized and detail-oriented Trainee Mortgage Administrator to join their team.

Job Summary

This Trainee Mortgage Administrator role offers the opportunity to work in a dynamic and growing company, where you will be responsible for supporting the administration team in managing mortgage cases from submission to offer stage.

Key Responsibilities
  1. Establish and maintain courteous relationships with clients, ensuring timely communication and resolution of queries.
  2. Chase relevant paperwork from clients to complete mortgage applications efficiently.
  3. Collaborate with the wider admin team to manage mortgage cases, ensuring compliance with regulatory requirements and company standards.
  4. Liaise with various stakeholders, including Insurance Providers, Clients, Lenders, Solicitors, Surveyors, and GP Surgeries, to address queries concerning Mortgage, Life & General Insurance applications.
  5. Ensure all required case documentation is forwarded to relevant parties, adhering to deadlines.
  6. Contribute to updating templated suitability letters for all relevant cases.
  7. Manage daily tasks on the CRM System, maintaining accurate records and adhering to timeframes.
  8. Perform File Checks, upholding Compliance standards, and ensuring files are completed to a compliant standard in line with company standards and FCA regulations.
  9. Maintain a positive working relationship with brokers and the administration team, providing support as needed.
  10. Prioritize workload effectively, managing your own number of cases.
Requirements
  1. You must possess a strong work ethic, be highly organized, and demonstrate a commitment to delivering exceptional client experiences.
  2. Able to apply a structured approach to administrative processes, showcasing high levels of competence in using electronic systems and software.
  3. Experience in a similar role is essential, with familiarity with various Mortgage lenders and their requirements.
  4. Ambition to assist in a junior Paraplanning role alongside Administration duties.
Estimated Salary: £26K - £28,500

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