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Contract

Broker Onboarding - Mortgage Intermediary

London
money-bag 10000-500000 Annual
Posted 1 week ago

The Broker Analyst role will report into the Mortgage Intermediary Lead along with the Procuration fee working group and Banking Leadership, the successful candidate will assist with the implementing of paying procuration fees within the mortgage intermediary strategy.OverviewLead on Broker onboarding and KYCFCA register checks (DA/AR status), sanctions/PEP screening, bank account verification and broker IDandV. Set up and lead on case tracking from enquiry to offer, completion, redemption.Collect and upload broker information onto CRM and ensure accurate data keeping on an ongoing basis.Set up process for and complete annual reviews of broker firms onboarded.Work with Product, Risk/Compliance, Legal, Finance, Operations, Internal Audit and Supplier Management to successfully deliver the product.Set up, own and manage the payment progress of the proc fee payments and ensure timely payment to brokers on an ongoing basis. Work with relationships managers to educate on new broker processes to ensure best outcomes and service for customers and brokersExperience RequiredPrevious experience working for a mortgage Intermediary team Experience of mortgage broker procuration fee''sUnderstanding of FCA regulatory requirements in relation to mortgage brokers. Experienced in stakeholder management and collaborating with range of teams / internal and external to deliver results. ..... full job details .....

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