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- Tasks: Support Mortgage Advisers with admin tasks and ensure smooth mortgage completions.
- Company: Join Green & Company, a thriving financial services firm in Sutton Coldfield.
- Benefits: Enjoy a full-time role with opportunities for growth and development.
- Why this job: Be part of a dynamic team making home ownership dreams come true.
- Qualifications: Previous experience in the Mortgage & Protection Market is essential.
- Other info: Strong organisational skills and a methodical approach are key to success.
The predicted salary is between 28800 - 43200 £ per year.
An opportunity has arisen for a Full Time Mortgage & Protection Administrator to join our successful Financial Services Division. The successful candidate will be based at Green & Company's Sutton Coldfield office.
- Duties will include providing administration and compliance support to our team of successful Mortgage Advisers, liaising with clients, mortgage lenders, insurers and solicitors to ensure their mortgage completes as smoothly as possible.
- Requesting customer documentation, ensuring all relevant documents are returned correctly and accurately checking, chasing and collating all details.
- Ensuring all relevant case notes and documents are provided to all parties.
- Carrying out compliance checks to ensure all mandatory documents are present and correct.
- Submit Home & Personal insurance policies and place on risk.
- Track and manage the mortgage application to completion.
- Keeping the client and the adviser fully updated throughout the house buying, mortgage application journey.
- Maintaining adherence to company, network and regulatory body guidelines at all times is essential.
Previous experience in the Mortgage & Protection Market is essential for this role. The candidate should possess excellent organisational and communication skills and be conversant in Microsoft Word/Office and Excel, along with a history of using CRM databases. Demonstrate superb organisational and time management skills, be able to prioritise and adapt to challenging workloads. Have a methodical and exacting approach to compliance and administration. Be a terrific team player with the self-motivation to also work independently. The ability to liaise with people at all levels is essential.
Interested? In the first instance please email attaching your CV and a brief outline as to why you feel that you would be suitable for the position.
Mortgage & Protection Administrator employer: Recruitment Services UK
Contact Detail:
Recruitment Services UK Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection market. Understanding current trends, regulations, and common challenges will help you speak confidently during interviews and demonstrate your knowledge of the industry.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with others in the field. This can lead to valuable insights and potential referrals for the role.
✨Tip Number 3
Brush up on your organisational and time management skills. Consider using tools or apps that can help you manage tasks efficiently, as these skills are crucial for the role of a Mortgage & Protection Administrator.
✨Tip Number 4
Prepare for potential interview questions by practising how you would handle specific scenarios related to compliance and client communication. This will show your problem-solving abilities and readiness for the role.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the Mortgage & Protection sector. Emphasise your organisational and communication skills, as well as your familiarity with Microsoft Office and CRM databases.
Craft a Compelling Cover Letter: In your cover letter, explain why you are a great fit for the role. Mention specific experiences that demonstrate your ability to manage compliance checks and liaise effectively with clients and lenders.
Showcase Your Skills: Clearly outline your organisational and time management skills in your application. Provide examples of how you've successfully handled challenging workloads or complex tasks in previous roles.
Follow Application Instructions: When applying, ensure you attach your CV and include a brief outline of your suitability for the position as requested. Double-check for any spelling or grammatical errors before sending your application.
How to prepare for a job interview at Recruitment Services UK
✨Showcase Your Organisational Skills
As a Mortgage & Protection Administrator, you'll need to demonstrate excellent organisational abilities. Prepare examples from your past experiences where you successfully managed multiple tasks or projects, highlighting how you prioritised and ensured everything was completed accurately.
✨Familiarise Yourself with Compliance Standards
Understanding compliance is crucial in this role. Brush up on the relevant regulations and guidelines that govern the mortgage and protection market. Be ready to discuss how you have adhered to compliance in previous roles and how you would approach it in this position.
✨Demonstrate Your Communication Skills
Effective communication is key when liaising with clients, lenders, and advisers. Prepare to discuss how you've successfully communicated complex information in the past, and consider practising clear and concise explanations of your experiences to convey your points effectively during the interview.
✨Highlight Your Teamwork and Independence
This role requires both teamwork and the ability to work independently. Think of examples that showcase your ability to collaborate with others while also being self-motivated. Be prepared to discuss how you balance these two aspects in your work.
