Trainee Mortgage Support Specialist
1 month ago
We are looking for a Trainee Mortgage Administrator to join our team in Central London. Although this role will be primarily remote, you will be expected to attend quarterly meetings in London, which are 1-day events.
Responsibilities and Duties:- Communicate effectively with clients, establishing rapport and resolving queries promptly.
- Coordinate the completion of mortgage applications by chasing necessary paperwork from clients.
- Work collaboratively with the administration team to manage mortgage cases from submission to offer stage.
- Liaise with external parties, including Insurance Providers, Clients, Lenders, Solicitors, Surveyors, and GP Surgeries, addressing queries related to Mortgage, Life & General Insurance applications.
- Ensure timely forwarding of required case documentation to relevant parties.
- Update templated suitability letters for all relevant cases.
- Manage daily tasks on the CRM System, maintaining accurate records and adhering to timeframes.
- Perform File Checks, upholding Compliance standards, and ensuring files are completed to a compliant standard in line with company standards and FCA regulations.
- Foster a positive working relationship with brokers and the administration team, providing support as needed.
- Effectively prioritize workload, managing your own number of cases.
- A strong work ethic, combined with high levels of organization and a commitment to delivering exceptional client experiences.
- Highly competent in using electronic systems and software, with experience in a similar role being essential.
- Familiarity with various Mortgage lenders and their requirements.
- Ambition to assist in a junior Paraplanning role alongside Administration duties.
- Previous experience keying Mortgage/Protection applications once file check has been completed.
- Ambition to support in a junior Paraplanning role alongside Administration duties.
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