Mortgage & Loan Administrator
1 week ago
Key Accountabilities
- Requesting references relevant to each application (from lenders, accountants, solicitors etc)
- Logging new Enquiries and the updating of the various spreadsheets needed in the Residential Dept
- Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
- Following up cases with lenders, clients & Brokers
- Ensuring the CRM system is regularly updated with the correct details and the cases are up to date.
- Answering inbound calls
- Inputting enquiries onto CRM system for advisers
- Checking documentation on cases to ensure correct and in line with what has been requested
- Instructing, and managing the valuation process for certain lenders
Skills & Competencies
- Ability to manage own diary and meet strict deadlines.
- Pass internal competency tests post induction
- Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
- Proactive
Knowledge & Qualifications
- Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.
Personal Attributes
- Organised
- Resilient and flexible
- Team Player
- Approachable and self- motivated
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