Job Category

Salary

C£27K DOE

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Phone our Altrincham Branch

0161 928 9268

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Job Overview

MORTGAGE / IFA ADMINISTRATOR – C£27K – PERMANENT – ALTRINCHAM

A leading wealth management firm have a new and exciting mortgage administrative support role.  Supporting a team of mortgage consultants

 

  • Provide an efficient new business processing service liaising with clients, lenders and solicitors ensuring that new business is set up correctly from application to completion
  • Provide administration support in relation to the mortgage application process and initial documentation requirements, often requesting documents from clients
  • Ensuring that all client information is stored on the relevant system, and it is updated accurately and timely checking that all compliance requirements are met
  • Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to the mortgage and related products
  • Issuing documents to clients where appropriate and ensuring that they are issued within the agreed turnaround times e.g. terms of business, key facts, mortgage illustrations and suitability letters
  • Keying of mortgage applications as required by brokers
  • Contribute to the creation and maintenance of procedure documents for the Mortgage Team and ensure they are kept up to date as required
  • Undertake reporting as required by the Mortgage Team Leader in relation to the number of cases that are active, in pipeline and completed
  • Review workflow practises on an ongoing basis to improve efficiencies within the Mortgage Team
  • Provide training, mentoring and guidance to Mortgage Administrators as required

If you are a professional and well-presented individual, with relevant administrative experience supporting a team of mortgage brokers with their daily administrative needs, then please do not hesitate to give me a call today, Lisa at Forrest Recruitment Ltd on 0161 928 9268

Please note that due to the high volume of applications we receive, only those successfully shortlisted for the role will be personally contacted.

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