Mortgage & Loan Administrator

Key Accountabilities

• Requesting references relevant to each application (from lenders, accountants, solicitors etc)
• Logging new Enquiries and the updating of the various spreadsheets needed in the Residential Dept
• Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
• Following up cases with lenders, clients & Brokers
• Ensuring the CRM system is regularly updated with the correct details and the cases are up to date.
• Answering inbound calls
• Inputting enquiries onto CRM system for advisers
• Checking documentation on cases to ensure correct and in line with what has been requested
• Instructing, and managing the valuation process for certain lenders

• Ability to manage own diary and meet strict deadlines.
• Pass internal competency tests post induction
• Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
• Proactive

• Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.

• Organised
• Resilient and flexible
• Team Player
• Approachable and self- motivated