Mortgage Onboarding Specialist
21 hours ago
Mortgage Intelligence is seeking a highly skilled Mortgage Onboarding Specialist to join our team. As a key member of our small onboarding team, you will play a crucial role in processing and underwriting applications for network onboarding. Your primary objective will be to achieve a positive customer outcome while adhering to strict timescales.
About the Role:
We are looking for an experienced individual with a good standard of general education and a CeMAP qualification. You should have basic knowledge of compliance and understanding of FCA regulatory functions. Previous customer services or customer-facing role experience is essential, as well as previous experience of an onboarding process and financial industry experience. You will possess high accuracy and attention to detail, excellent time management skills, and good written and verbal communication skills.
Key Responsibilities:
* Accurately input data, processing applications to set standards and within timescales.
* Handle adviser queries by email and telephone, ensuring a positive customer culture.
* Underwrite and undertake referencing for received applications.
* Maintain and update the pipeline throughout the onboarding process.
* Liaise with advisers/lenders/providers, ensuring a positive customer culture.
* Follow full referencing procedures at all times.
* Adhere to team procedures and treat customers fairly, ensuring a positive customer culture across the business.
* Upload authorisation firm and adviser files to the GAS database.
* Assist the line manager and NQM with weekly and monthly reports.
* Keep the FCA Register and Adviser Directory updated.
* Maintain an accurate CPD record and complete annual assessments.
* Ensure tasks follow GDPR guidelines, working at home and in Head Office.
Salary:
£35,000 - £45,000 per annum (dependent on experience).
Benefits:
* Competitive salary
* Opportunities for professional development and career progression
* A collaborative and dynamic work environment
About Mortgage Intelligence:
Mortgage Intelligence is a leading provider of mortgage intelligence solutions. We pride ourselves on delivering exceptional service to our clients and strive to create a positive impact in the communities we serve.
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