Mortgage and Protection Administrator

Full–time

No Degree Mentioned

Apply on Simply Hired

Job description

• Finance Administrator: 1 year (preferred)
• Full Time Office Attendance
• Time keeping
• Attention to detail and accuracy
• Organisation
• Customer Service
• Data Entry
• Communication
• Computer literate (Microsoft, CRM and online portals)

Your primary job will be to support our mortgage and protection advisors. The key responsibilities will include:

• Liaising with clients and lenders to ensure a smooth transaction
• Uploading information to lender and insurer online portals
• Submitting mortgage and protection applications on behalf of the advisors and their clients.
• Working with Mortgage Advisers to get pipeline cases accepted and offered
• Liaising with lenders and insurers for updates
• Working to achieve service level timescales to ensure an outstanding customer experience
• Collecting documentation from clients
• Vetting documentation to meet compliance guidelines
• Provide an outstanding service to our clients (Phone and Email communications)

Experience working in Financial Services and/or administration is preferred, but not necessary.

Strong candidates coming from an unrelated background will also be considered as full training will be provided.

• 9am – 5pm, Monday – Friday.
• 30-minute unpaid lunch
• 15-minute paid break

• Generous annual leave plus Bank Holidays
• Opportunity to join a fast-paced growing business
• Company pension
• Relaxed and fun working environment
• Team events
• Casual dress

Job Types: Full-time, Permanent

Pay: £25,000.00-£27,000.00 per year

• Will you commute to Limewood House, Limewood Road, LS14 1AB
  for this position?

• United Kingdom (required)

In person