Mortgage Administrator

Mortgage-Administrator

Warrington

Full-Time-office-based

The-Role

A-highly-motivated-individual-with-a-passion-for-maximising-our-customer-experience.-Delivering-excellent-customer-service,-dealing-with-customers''-queries-to-a-successful-conclusion.

Must-have-a-''can-do''-attitude-with-proven-ability-to-achieve-and-exceed-targets-in-a-quality-manner-through-system-(opportunities).-Must-be-able-to-manage-customer-relationships-by-building-a-rapport-with-them.-You-will-have-the-ability-to-learn-about-our-products-and-must-have-the-drive-and-determination-to-succeed-in-a-target-orientated-environment.-Ensure-self-and-team-work-in-a-safe-and-secure-environment.

You-will-need-to-be-able-to-handle-and-process-large-quantities-of-information-on-behalf-of-the-customer-using-various-systems-and-liaising-with-other-members-of-the-team.-Attention-to-detail-and-a-teamwork-ethic-are-essential.-To-escalate-when-appropriate-customer-affected-issues-to-line-managers-or-directors.-To-deliver-a-set-of-diverse-tasks-that-enable-our-advisors-to-focus-on-sales.

Duties-for-the-role-includes:

Hands-on-approach-for-delivering-agreed-objectives-and-accountable-for-delivering-the-following:

Responsibilities:-

• Supporting-Mortgage-and-Protection-Advisors-in-the-production-of-client-reports.
• Assisting-in-the-research-of-appropriate-products-and-solutions.
• Assist-the-Advisors-in-the-management-of-cases-to-completion.
• Production-of-KFI-for-the-product-that-an-adviser-has-selected.
• Creation-of-comprehensive-and-compliant-suitability-reports.
• Adherence-to-the-service-level-agreements.
• Ensure-compliance-guidelines-are-met-with-each-case.
• Adhering-to-Anti-Money-Laundering-requirements.
• Liaising-with-internal-contacts-to-ensure-applications-are-completed-accurately.
• Liaising-between-clients,-professional-contacts-and-providers.
• Ensuring-correct-filing-of-documents-for-compliance-purposes.
• Excellent-organisational-skills.
• Strong-communication-skills.
• Ability-to-keep-knowledge-of-the-Financial-Services-industry-up-to-date.
• Good-understanding-of-the-Financial-Services-industry-and-FCA-requirements.
• Qualifications-required-for-this-role.
• Desirable-CeMAP

KEY-WORKING-RELATIONSHIPS:

Key-Working-Relationships-:

Customers:-External-customers.

Suppliers:-Various-Business-Partners,-Lenders,-Providers,-Suppliers

Other-key-relationships:-Team-of-advisors,-Managers-and-Directors.