Mortgage Administrator

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)