Formed in Guildford in 2000, our client prides themself in providing professional fully independent advice and guidance in all areas of the mortgage market.
Due to ongoing success require a PA Administrator to a senior Mortgage Broker.
Key Responsibilities:
• Application Processing: Handle mortgage applications from initial submission to completion.
• Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation.
• Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely.
• Compliance & Regulation: Ensure you adhere to internal compliance procedures.
• Communication: Provide excellent customer service, responding to enquiries promptly and professionally.
• Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks.
• System Management: Maintain and update CRM systems and databases with accurate client information.
• The role will be to support two well-established Advisers and a newly qualified adviser
Skills, Knowledge, Qualifications and Experience:
• Experience within the mortgages isn’t necessary as full training will be given
• Outstanding customer service, communication and administrative skills
• The ability to respect confidential information
• A friendly, approachable attitude
• High attention to detail
• Pro-active attitude
• A good level of IT skills
• The ability to become fully CeMAP qualified (funded by our client)
This is an office based role.
Salary circa £26,000 basic with the opportunity to progress to Broker after 2 years if that is where you career aspirations are.
Please apply on-line or contact Cameron James for full details.