Mortgage and Protection Administrator

Hours – Full Time – Monday to Friday – 9 : 00 until 17 : 00

Location :
Horsham Office

Holiday : 23 days plus bank holidays increasing each year until 25 days

Salary – £30,000 - £35,000 depending on experience and knowledge

We are currently recruiting for a Wealth Management firm who require an experienced administrator to join their existing successful mortgage and protection team based in Horsham.

They are a fast paced financial services company that demands excellent customer service. The role of Mortgage Administrator will involve providing administration support to the sales team, case managing files accurately within prescribed timescales and focusing on achieving excellent customer service at all times. They are seeking an individual who can take ownership of customers’ queries ensuring appropriate solutions are given and seen through to conclusion.

Duties :

• Submission and progress mortgages applications through to legal completion and beyond.
• Chasing documentation and ensuring the new business application is fully compliant.
• Chase solicitors for exchange and completion dates.
• Submission and progression of protection applications.
• Monitoring client emails, account management of repeat clients.
• Act as the first port of call for queries from clients, lenders and conveyancers.
• Updating and maintaining systems and files.
• Working with advisors to ensure all activities meeting compliance and regulatory requirements.

Experience & Qualifications

• Proven administration experience within a mortgage or financial services environment.
• Excellent communication and customer services skills.
• Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word.
• Attention to detail and experience of working with prescribed systems and procedures.
• Self-motivated and professional individual.
• Ability to work under pressure without supervision.

Other Information

• Company pension scheme
• Death in Service benefit
• The ability to cope in high-pressure environment
• Excellent communication skills at all levels
• Team player
• Good planning and effective organisational skills with a methodical approach to work
• Honesty and integrity