Mortgage and Protection Administrator

7 Days Old

Mortgage and Protection AdministratorAldershot£30,000 + (Negotiable based on experience)Full time office based, permanentMonday to Friday, 9am 5:30pm*Must hold CeMap or williness to complete with industry experience*My client is seeking to appoint a Mortgage and Protection Administrator to join their busy team, the ideal candidate is to come from within the Mortgage or Protection industry but considering great administrative candidates looking to explore the industry.The business is expanding and focuses on providing Mortgages, Insurance, Pension & Investments services. For candidates that have ambitions to become a qualified mortgage advisor in the future, there is potential for full training to be given for the right candidate.Duties and Responsibilities:Manage and process mortgage and protection applications from initial enquiry through to completionLiaise with lenders, insurers, solicitors and clients to obtain required documentation and updatesMaintain accurate client records and ensure all data is correctly inputted onto internal systems and spreadsheetsPrepare documentation and illustrations for client meetings and recommendationsMonitor case progress and proactively chase outstanding information to ensure timely completionEnsure all work is completed in line with compliance and regulatory requirementsHandle client enquiries via email and telephone in a professional and timely mannerAssist with general office administration duties as requiredSkills/ExperienceA basic knowledge of data input and Excel spreadsheetsHas worked in the mortgage or protection or IFAs industry (1 year preferred)CII Level 3 certificate in Mortgage advice or CeMAP qualification (a bonus)JBRP1_UKTJ
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Location:
Aldershot
Job Type:
FullTime

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