Mortgage Administrator

This Mortgage Administrator position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team.

As a Mortgage Administrator, you will be supporting the 2 Directors of the business and potentially another advisor in due course. Your duties will include;

* Pre-meeting preparation

* Processing of mortgages, protection and general insurances

* Ensure all application forms are completed and signed

* Accurately maintain all records on client management system and update promptly

* Complete report, obtain adviser sign-off for new business recommendation summary

* Send post meeting report to client, complete with appropriate documentation

* Answer incoming calls, responding to client and provider queries as appropriate

* Liaising with providers, solicitors’ and any other third party to keep within deadlines

* Answer incoming calls, responding to client and provider queries as appropriate

* Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements

* Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately

* Keep fact find status updated, in conjunction with adviser

* Manage daily post, answering client mail or distributing as appropriate

Mortgage Administrator Requirements

* Ideally you should have 2+ years as an Administrator

* CeMAP or equivalent would be a bonus but not essential

* Strong & clear communicator able to speak with clients at all levels

* Organised problem solver who has excellent attention to detail

* A good practical understanding of Outlook, Word, and Excel

The Company

This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.

Mortgage Administrator Benefits

* Salary of £25,000 to £30,000 dependent on experience

* Working hours of 9am – 5pm with 30 min lunch – Monday to Friday

* 20 days holiday plus bank holidays and enrolled onto company pension scheme

* For the right individual, they would look at progression into advice and would support you to achieve this

* Plans for sustained growth

Locations

Guildford

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