Mortgage Administrator

Accountancy jobs >> Accounting/Financial/Insurance




Our Client an IFA practice in Guildford are looking for a Mortgage Administrator to join their busy team, you will be fully supporting the Mortgage & Equity Release Consultant.

You will undertake a variety of tasks within a growing company, including:

* Inputting of new business onto client database

* Mortgage sourcing and producing KFl's utilising Mortgage Brain

* Submitting on-line applications and forwarding supporting documentation to relevant lender

* Compiling & maintaining file ensuring all compliance requirements are met

* Liaising with lenders, solicitors, estate agents and clients during application process; obtaining updates and liaising as necessary with relevant parties; keeping track of timeline. Maintain detailed diary notes on the client database

* Proactively progress mortgage application through to completion; sending out Suitability Letters and enclosures to clients, and invoice instructions to finance team

We Would like to hear from you if:

* You have a proven track record in the mortgage industry

* You possess a strong knowledge of financial products, particularly mortgages

Knowledge of Adviser Office (IRESS) or similar client database & associated quote/mortgage systems is essential.

Working hours: Monday – Friday
  • 1
  • Negotiable
  • None
  • None
  • CV-119021
  • Permanent
  • 0

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