Mortgage Administrator - St Helens
Posted 4 days ago
- St Helens, Isle of Wight
- Any
- External
- Expires In 3 months
One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team
This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and word-of-mouth referrals. This role will suit someone who is serious about taking their career to the next level.
Key Responsibilities:
* Provide comprehensive administrative support to Mortgage and Protection Advisers, including processing mortgage, protection, and general insurance applications.
* Serve as a primary contact for clients, managing all non-technical and non-advice-related queries.
* Ensure client files meet compliance standards and key documents are issued promptly.
* Liaise with estate agents, mortgage lenders, solicitors, and insurance providers to maintain seamless communication throughout the process.
* Keep clients informed of timelines and regularly update them on case progress.
* Maintain client files on the internal CRM system (Intelligent Office) and ensure effective use of the database to streamline the client journey.
* Adhere to new business processes, ensuring all necessary steps are completed.
* Act with integrity, prioritising client interests and delivering positive outcomes.
Essential Skills
* Strong administration experience with the ability to work under pressure and meet deadlines.
* Excellent organisational skills and a customer-focused approach.
* High attention to detail and a commitment to continuous improvement.
Nice to have:
* Experience with Intelligent Office CRM.
* Prior experience in mortgage and protection administration.
If you are interested in hearing more about the Mortgage Administrator position offering £26k + company benefits, please click on the link to apply
TPBN1_UKTJ
This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and word-of-mouth referrals. This role will suit someone who is serious about taking their career to the next level.
Key Responsibilities:
* Provide comprehensive administrative support to Mortgage and Protection Advisers, including processing mortgage, protection, and general insurance applications.
* Serve as a primary contact for clients, managing all non-technical and non-advice-related queries.
* Ensure client files meet compliance standards and key documents are issued promptly.
* Liaise with estate agents, mortgage lenders, solicitors, and insurance providers to maintain seamless communication throughout the process.
* Keep clients informed of timelines and regularly update them on case progress.
* Maintain client files on the internal CRM system (Intelligent Office) and ensure effective use of the database to streamline the client journey.
* Adhere to new business processes, ensuring all necessary steps are completed.
* Act with integrity, prioritising client interests and delivering positive outcomes.
Essential Skills
* Strong administration experience with the ability to work under pressure and meet deadlines.
* Excellent organisational skills and a customer-focused approach.
* High attention to detail and a commitment to continuous improvement.
Nice to have:
* Experience with Intelligent Office CRM.
* Prior experience in mortgage and protection administration.
If you are interested in hearing more about the Mortgage Administrator position offering £26k + company benefits, please click on the link to apply
TPBN1_UKTJ