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- Tasks: Manage mortgage applications, liaise with lenders, and support the Principal's calendar.
- Company: Join a well-established brokerage known for impressive business growth and team support.
- Benefits: Earn up to £39,000 plus bonuses, enjoy 20-26 days holiday, and access a Health Cash Plan.
- Why this job: Great opportunity for career progression in a supportive environment with a focus on client satisfaction.
- Qualifications: Solid mortgage administration experience and strong communication skills are essential.
- Other info: This role offers a pathway to becoming a Paraplanner or Advisor.
The predicted salary is between 23400 - 39000 £ per year.
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- Job Title/Location: Mortgage Administrator & Principal PA, London
- Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion.
- Role Snapshot: Varied role, lots of scope. Submit DIP’s, chase Lenders/Solicitors, research, submitting applications, suitability letters, diary management/scheduling meetings for the company Principal, obtaining protection quotes & more.
- Job Title/Location: Mortgage Administrator & Principal PA, London
- Salary: To £39,000 bonus c.£3,000
- Requirements: Solid mortgage administration experience is key, ideally with a background in submitting applications and case managing to completion.
- Role Snapshot: Varied role, lots of scope. Submit DIP’s, chase Lenders/Solicitors, research, submitting applications, suitability letters, diary management/scheduling meetings for the company Principal, obtaining protection quotes & more.
The Company: A well established brokerage that produces impressive levels of business and is looking to expand the team. A very supportive team, open to people who ultimately want to go down the Paraplanner or Advisor route. Affiliated to the UK’s largest mortgage clubs, working with all the major lenders.
The Role: This Mortgage Administrator & Principal PA role is all about ensuring client expectations are managed throughout the process and their outcome is a positive experience. Key tasks will include:
- Working on client Fact Finds and chasing clients for outstanding documents
- Submitting DIP’s and sending out client certificates
- Liaising with a wide range of Lenders & Solicitors
- Researching, drafting initial recommendation emails for purchases, remortgages & product transfers
- Check rate reductions, checking offers, comparing them to applications
- Draft suitability letters
- Review home buyer surveys, provide feedback & recommendations to clients.
- GI PMI renewals and research
- Obtain quotes for Protection & GI and ultimately submit applications
- General PA work for the Principal, inc. diary management, scheduling meetings
Skills / Experience Required: For this Mortgage Administrator & Principal PA vacancy, our client is looking for people with solid mortgage administration experience, ideally with experience in submitting applications and case managing to completion. Good communication skills are key, as is the ability to work at a fast pace whilst ensuring attention to detail. A hard-working, positive, professional attitude is really important.
Additional Information: The Mortgage Administrator & Principal PA salary is to £39,000 bonus c.£3,000. In addition, there is a Health CashPlan and 20 days holiday, rising to 26 with service. This role is all about working for an expanding brokerage, with the opportunity to develop and progress in a great working environment. Please apply below.
The Mortgage Administrator & Principal PA role is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 30 years of experience in this field. Areas of focus include administration, compliance, business analysis, customer service, project/programme management, paraplanners, sales support, marketing, underwriters and group risk/employee benefits related roles. Check the website and feel free to call Darren Snell at any time.
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Mortgage Administrator & Principal PA employer: Arc
Contact Detail:
Arc Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator & Principal PA
✨Tip Number 1
Familiarise yourself with the mortgage application process and key terminology. Understanding terms like DIP (Decision in Principle) and suitability letters will help you communicate effectively during interviews.
✨Tip Number 2
Network with professionals in the mortgage industry. Attend relevant events or join online forums to connect with others who can provide insights or even referrals for the role.
✨Tip Number 3
Prepare to discuss your experience with case management and client communication. Be ready to share specific examples of how you've successfully managed client expectations in previous roles.
✨Tip Number 4
Research the company and its values. Understanding their approach to client service and team dynamics will allow you to tailor your responses and demonstrate that you're a good fit for their culture.
We think you need these skills to ace Mortgage Administrator & Principal PA
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your solid mortgage administration experience. Focus on relevant skills such as submitting applications, case management, and communication abilities that align with the job description.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for the role and the company. Mention specific experiences that demonstrate your ability to manage client expectations and work in a fast-paced environment.
Highlight Relevant Skills: In your application, emphasise key skills such as attention to detail, organisational abilities, and your positive professional attitude. These traits are crucial for the Mortgage Administrator & Principal PA position.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail and professionalism, which is essential for this role.
How to prepare for a job interview at Arc
✨Showcase Your Mortgage Knowledge
Make sure to brush up on your mortgage administration knowledge before the interview. Be prepared to discuss your experience with submitting applications and case management, as this is crucial for the role.
✨Demonstrate Strong Communication Skills
Since good communication is key in this role, practice articulating your thoughts clearly. You might be asked how you would handle client queries or liaise with lenders and solicitors, so think of examples from your past experiences.
✨Highlight Attention to Detail
Attention to detail is essential in mortgage administration. Prepare to discuss specific instances where your attention to detail made a difference in your work, such as catching errors in applications or ensuring all client documents were complete.
✨Express Your Career Aspirations
The company is open to candidates who want to progress towards a Paraplanner or Advisor role. Be honest about your career goals and how this position fits into your long-term plans, showing your enthusiasm for growth within the company.
