Mortgage and Protection Administrator
3 weeks ago
The Opportunity
This is an excellent opportunity to join our dynamic team as a Mortgage and Protection Administrator. Reporting to the Partnership Services Sales Team Leader, you will assist the Protection and Mortgage Advisers with both pre- and post-sale aspects of customer applications, following up and chasing lenders, 3rd parties and clients.
You will support with general admin functions, maintaining the CRM records accurately and providing data and reports to help the advice team. This is a great role for an experienced and organised administrator who has strong prioritisation skills.
The Benefits
- Salary - up to £28,000
- Pension scheme - contribute up to 5% of your salary and Openwork will match you and put in an extra 5%
- Critical illness cover
- Income protection - 1x salary
- Death in service - 4x salary
- 25 days holiday + bank holidays, with the opportunity to buy up to an additional 10 days
- A range of other flexible benefits to include private medical insurance, dental insurance and much more
Key Accountabilities:
- Processing new advice leads
- Qualifying new mortgage and protection applications
- Packaging mortgage cases to lenders including obtaining client affordability evidence (Bank Statements, SA302's and company accounts) or protection cases with providers
- Managing the team inbox and inbound enquiries line
- Follow up pipeline cases proactively
- Managing the correspondence between the adviser network and their clients
- Managing mortgage and protection applications through to completion and 'on risk'
- Providing data and reports to help the advice team
- Sending out client declarations
- Maintaining the CRM records
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