Mortgage Support/admin Officer

2 days ago

Doncaster, United Kingdom Scholes Financial Management Limited Full time

An exciting opportunity has arisen for an Admin/Mortgage Support officer to join our Mortgage Broker firm in Doncaster.

Hours - Full time and part time hours will be considered.

Salary - Dependant on experience

Closing date - Friday 5th December.

The role
- Being a key point of contact for customers and clients as their case progresses addressing any questions or concerns they may have.
- Gather, analyse and interpret client documentation required to help progress the customers case forward.
- Build and maintain strong relationships with clients to encourage repeat business and referrals
- Liaise with lenders, solicitors, and other professionals to facilitate the mortgage process.
- Assisting the Mortgage Advisors in conducting thorough research to find the best mortgage deals for clients based on their individual needs.
- Coordinate all mortgage and lending leads and manage the tracking and sales process from the mortgage being approved through to the customer purchasing their home or fulfilling a secured or unsecured lending option for the clients individual needs.
- Prepare documentation for mortgage submissions.
- Take personal responsibility for understanding and agreeing performance expectations, completing the necessary mandatory training and developing the levels of capability and competence needed to be effective in the role
- Contribute to team development, effectiveness and success by sharing knowledge and good practice, working collaboratively with others to create a productive, diverse and supportive working environment
- Speaking to clients regarding life insurance and critical illness, ensuring they have sufficient cover in place.

To be successful in this role:
Essential:

- Excellent organisation skills with a keen attention to detail.
- Customer-focused mindset with a commitment to providing exceptional service.
- Ability to remain focused in a fast-paced environment
- Proficiency in basic maths to accurately assess financial information and calculations.
- Excellent communication skills, both verbal and written, with the ability to explain complex information clearly.

Desirable:

- Experience of working within a financial environment
- Some knowledge of mortgage products and regulations.

Training:

- In house training will be provided.

**Job Types**: Full-time, Part-time, Permanent

Work Location: In person

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