Mortgage Specialist Assistant
5 days ago
Join us as a Mortgage Specialist Assistant
- Take on a new role in an exciting and dynamic team, offering vital support to clients with mortgage needs
- Provide support to the mortgage managers to ensure we deliver outstanding customer service by keeping the customers needs at the forefront and exceeding the customers expectations through quality service
- We’ll look to you to deliver high standards for each customer interaction, with proactive organisation and accurate records and file management
- This is an opportunity for you to develop your knowledge of mortgages and financial markets, in an environment where we take a real investment in your career progression
- To be considered for this role, if you don't already live here, you'll need to clearly state in your CV that you have the right to live and work in your chosen location
- This role will be available for a period of 12 months
**What you'll do**
You’ll be directly supporting our mortgage specialists. With excellent attention to detail, you’ll make sure that all reports, documentation and systems recording is technically accurate, compliant and provides the right outcomes for our client.
Day-to-day, you’ll be:
- Responsible for full customer engagement to efficiently manage the new business and existing business book and ensure customer needs are met
- Providing support to the mortgage managers
- Reviewing customer due diligence for sign off by our new account sanctioners and managing the mortgage to drawdown
- Instructing mortgage offers and sending to solicitors, brokers, and clients
- Maintaining adherence to all internal & external; regulatory, operational, compliance, credit and key control systems and procedures are implemented
**The skills you'll need**
We’re looking for someone with experience in a banking or financial services environment and a broad knowledge of products and services. You’ll also have the ability to work with high levels of attention to detail, alongside excellent problem solving and communication skills.
We’ll also expect you to have:
- A track record of meeting quality assurance, service and risk targets in a regulated environment
- The ability to maintain high levels of knowledge of relevant internal processes and procedures
- A strong background in customer service
- Good Microsoft Office and other technical systems skills
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