A Congleton based Wealth Management Company offering a full range of financial services to its private and corporate clients, both at a local and national level, are currently looking to recruit an Mortgage Administrator to support a team of Mortgage Advisers.
As Mortgage Administrator you will be dealing with new business, processing mortgage application, life and protection products and using the appropriate tools to obtain researches; whilst liaising with consultants, lenders, providers, clients and maintain the General administration, compliance administration, and chasing documents.
Daily duties will consist of;
- Dealing with Suitability Reports/Letters for both Mortgages & Protection
- Protection research via Assureweb
- Chasing pipeline and ensuring all relevant information provided covers mortgage and protection applications
- Speaking with lenders to confirm criteria and discussing individual cases
- Working with the adviser to package mortgage cases to be sent to the lender
The successfully candidate will need to have experienced working as a Mortgage and / or Protection Administrator with a broad understanding of financial services. You will be providing high standards for service and constantly strive to develop, improve and adapt using the latest online technology and processes.
This role will suit a professional candidate who has a strong understanding of the mortgage market / products and systems. This is essential in order to handle the mortgage criteria and understand the lending process, etc.
This is an exciting opportunity for an ambitious and enthusiastic candidate for further information please contact one of specialist consultants.