Mortgage Administrator - Halmer Recruit : Job Details

Trainee Mortgage Administrator

Office Location: Central London. This role will be remote though you will be expected to attend quarterly meetings in London which are 1-day events.

Hours: Mon-Fri 9-5:30

Salary: £26K - £28,500K DOE

My client is an established, successful HNW Independent Mortgage brokerage who are currently keen to recruit a Trainee Mortgage Administrator due to natural growth.

Responsibilities and Duties:

• Communicate and establish courteous relationships with clients
• Chase appropriate paperwork from client to complete mortgage applications
• In association with the wider admin team, manage all mortgage cases from submission to offer stage and deal with post-offer admin and the progression of cases through to completion
• Liaise with Insurance Providers, Clients, Lenders, Solicitors, Surveyors and GP Surgeries, dealing with their queries concerning Mortgage, Life & General Insurance applications
• Ensure that all the required case documentation is forwarded to the Life Insurance Providers, Lenders and Solicitors
• Contribute to the updating of templated suitability letters as required for all relevant cases
• Dealing with daily tasks set on the CRM System making sure all records are fully updated and managed accordingly and within the timeframes set
• Complete File Checks and adhere to Compliance standards and ensure that all files are completed to a compliant standard in line with company standards and FCA regulations
• Maintain a good relationship and work as a team helping and supporting brokers and the administration team
• Ability to manage your own number of cases and workload prioritising where required

Skills & Experience:

• You must be organised, have a strong work ethic and be a committed team player who is passionate about delivering an exceptional client experience
• Highly Organised and able to apply a structured approach to administrative processes
• Highly competent in using a range of electronic systems & software
• Ability to work remotely
• Previous experience in a similar role is essential
• Familiarity with a range of Mortgage lenders and their requirements

Desirable:

• Experience of keying Mortgage/ Protection applications once file check has been completed and the case is fully compliant to proceed
• Ambition to assist in a junior Paraplanning role alongside Administration duties