Mortgage Administrator

Overview

We are currently recruiting for a Mortgage Administrator to join an award-winning Wealth Management business that offer quality financial planning and investment advice based in Hale, Altrincham.

Office-based role: Working Hours: Mon Fri 8.30 am 5 pm

The role

• Responsible for sending introductory emails to all new enquiries.
• Responsible for administering and progressing applications, managing leads, and liaising with 3rd parties, clients and consultants.
• Creating invoices where applicable and sending invoice reminders.
• Managing figures and spreadsheets.
• Ensuring that files are compliant post-completion.
• Liaising with lenders where required, and providing updates to clients were required to support the Advisors.
• Updating of notes on the CRM where applicable.
• Researching the various lenders and the clients affordability. Obtaining key facts illustrations, generic protection quotations, and keying of mortgage AIPs & applications.

Requirements

• Mortgage Administration experience gained within the independent market
• Excellent written skills and telephone manner
• Must demonstrate technical ability and be comfortable with mortgage & protection terminology.
• Ability to time manage and prioritise cases through to completion.
• Desire to progress in a professional and growing business.

Package:

Salary negotiable depending on experience + Benefits

• 6% Pension paid auto-enrolment
• Death in Service cover 4 x basic
• Long-term sickness benefit 75% of basic (After 6 months)
• 25 days annual leave plus bank hols, rising by 1 day per year for each full calendar year to a max of 30.