Mortgage Administrator

Mortgage Administrator

Banstead

Our client is a well established and growing IFA practice that specialises in Wealth Planning, Mortgages and Protection.

A new vacancy has arisen for a mortgage administrator.

Duties include:

• Research and Submission of all mortgage applications, including Main Residence Purchase and Re mortgage, Further Advances, Buy to Lets, Lifetime Mortgages, Equity Release, Secured Loans, Bridging Finance and Product Transfers
• Sourcing Business using Trigold
• Dealing with administration of protection products
• Dealing with all compliance issues, producing compliant Fact Finds and issuing Suitability Letters
• Creating paperless client files and updating client records using Intelligent Office
• Liaising with Clients, Lenders, and Business Development Managers
• Keeping up to date with Mortgage Regulations
• Administrative and Technical Support to the Mortgage Advisers

Candidate Requirements:

• Ideally you will have experience of submitting Mortgage business, including residential and buy to let mortgages.
• Strong attention to detail
• Ability to self-manage and prioritise your own work load
• Strong team player
• Excellent customer service skills
• Computer Literate - good working knowledge of Outlook, Word and Excel
• CeMAP 1,2 & 3 or CF6 or equivalent is desirable but not essential.