Mortgage Administrator

Recruiter
Clark James
Location
Bournemouth, Dorset
Salary
19000.0000
Posted
10 Jun 2017
Closes
10 Jul 2017
Contract Type
Permanent
Hours
Full Time

Clark James is proud to be representing a superb opportunity to join an IFA/Wealth Manager as a Mortgage Administrator.

The business is currently going from strength strength and this is a newly created opportunity for the successful candidate.

Responsibilities for the role of Mortgage Administrator:

  • To act as first point of contact via telephone to any external calls
  • To act as first point of contact for any visitors to the Company premises
  • Liaise with advisers, product providers and clients via telephone, letter and email on associated administration
  • Proactively participate in team meetings and agree actions where appropriate
  • Ensure work flow is completed in a timely manner
  • Accurately scan documentation on to the Homeline Drives
  • Process new business - updating back office system with case, scanning of documents, providing supporting docs to lenders as appropriate
  • Submit online applications
  • Track progress of business with lender / provider obtaining updates when required
  • Produce invoice for broker fees and issuing to clients
  • Research and Paraplanning support to employed advisers
  • Process general administration requests within service levels
  • Deal with daily servicing post and update company systems as appropriate
  • Action daily tasks in accordance with company standards
  • Writing suitability reports for advisor approval

This is an excellent opportunity to join a leading IFA who also deal with pensions and investments. Opportunities to learn and take qualifications are available within this role as is a long term career opportunity.

Please apply for an immediate response.