Mortgage and Protection Operations Coordinator

1 day ago


Swindon, Swindon, United Kingdom The Openwork Partnership Full time

Join a dynamic team

The Openwork Partnership is looking for an experienced and organized administrator to join its Swindon office. This 12-month fixed-term contract offers a unique opportunity to work in a hybrid role, balancing office time with remote work.

As a Mortgage and Protection Administrator Executive, you will support the Protection and Mortgage Advisers with pre- and post-sale aspects of customer applications. Your strong prioritization skills will help chase lenders, 3rd parties, and clients, ensuring accurate CRM records.

This role suits an individual with experience in administration, understanding of mortgage and protection solutions, and excellent communication skills. You will engage with clients over the phone and provide data to the advice team.

The salary for this position is up to £28,000 per annum, plus benefits including a pension scheme, critical illness cover, income protection, and death in service.

Key responsibilities:

  • Process new advice leads and qualify new mortgage and protection applications.
  • Packaging mortgage cases to lenders and protection cases with providers.
  • Manage the team inbox and inbound enquiries line.
  • Follow up pipeline cases proactively.
  • Manage correspondence between the adviser network and their clients.

Requirements:

  • Experience in an administrative role.
  • An understanding of mortgage and protection solutions would be beneficial.
  • A professional individual with ability to use own initiative.
  • Self-motivated with ability to work within a team.
  • Strong customer services ethic.


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