Mortgage Administrator & Principal PA

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ArcGet AI-powered advice on this job and more exclusive features.Job Title/Location: Mortgage Administrator and Principal PA, LondonRequirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion.Role Snapshot: Varied role, lots of scope. Submit DIP’s, chase Lenders/Solicitors, research, submitting applications, suitability letters, diary management/scheduling meetings for the company Principal, obtaining protection quotes and more.
Job Title/Location: Mortgage Administrator and Principal PA, LondonSalary: To £39,000 bonus c.£3,000Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion.Role Snapshot: Varied role, lots of scope. Submit DIP’s, chase Lenders/Solicitors, research, submitting applications, suitability letters, diary management/scheduling meetings for the company Principal, obtaining protection quotes and more.
The Company:
A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK’s largest mortgage clubs, working with all the major lenders.
The Role:
This Mortgage Administrator and Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include:
Working on client Fact Finds and chasing clients for outstanding documentsSubmitting DIP’s and sending out client certificatesLiaising with a wide range of Lenders and SolicitorsResearching, drafting initial recommendation emails for purchases, remortgages and product transfersCheck rate reductions, checking offers, comparing them to applicationsDraft suitability lettersReview home buyer surveys, provide feedback and recommendations to clients.GI PMI renewals and researchObtain quotes for Protection and GI and ultimately submit applicationsGeneral PA work for the Principal, inc. diary management, scheduling meetings
Skills / Experience Required:
For this Mortgage Administrator and Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important.
Additional Information:
The Mortgage Administrator and Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below.
The Mortgage Administrator and Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
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