Location: | Kingston upon Thames, London |
Salary: | £30000 - £35000 per annum + Plus bonus |
Type: | Permanent |
Sector: | Financial Services |
We have a great opportunity for a motivated, committed and experienced Mortgage Administrator to join a busy and friendly financial services team. You will be responsible for the day-to-day administration for all mortgage clients, processing mortgage cases and liaising with lenders and clients directly.
Responsibilities:
- New business applications and general administration
- Assist in sourcing suitable mortgages (Research & Affordability)
- Provide Key Facts Illustrations in advance of client meetings
- Preparation and sending of client agreements via DocuSign
- Enter new cases on Finplan and keep mortgage data up to date, using the task module to track and monitor the processing stages of each application
- Liaise with lenders, insurance companies, solicitors and clients
- Deal with correspondence and produce Mortgage/Equity Release Suitability Letters, for sign off by the MD
- Maintain the mortgage department’s resource library e.g., replenishing Terms of Business, Fact Finds, etc, when required
- Ensure acceptance terms and mortgage offers are received as promptly as possible, and check these against applications/illustrations
- Liaise with product providers to ensure all applications are received and completed, and attend to any outstanding requirements
- Submit applications with relevant Money Laundering requirements and any other supporting documentation
- Maintain expected commission payments on Finplan and support the accounts department to match fees where required
- Ensure compliance with FCA and Company compliance procedures
- Ensure all tasks are carried out within FCA regulatory requirements
- Follow Anti-Money Laundering Procedures and comply with GDPR requirements
- Ensure that all dealings with clients are of a proper and entirely factual nature
Requirements:
- Background in mortgages
- IT literate with good keyboard skills
- Professional with an excellent telephone manner
Benefits:
- Standard Life Group Pension after 3-month probation
- Internal Bonus Scheme – recognising progress
- Working hours, 37.5 per week, Monday-Friday 8.30am-5.30pm (flexible)
Would you like to discuss this role further?
Speak to the 2i Team: 01483 414719
Speak to the 2i Team: 01483 414719