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For Companies At a Glance
- Tasks: Support mortgage brokers by processing applications and managing client communications.
- Company: Join a well-established independent mortgage advisory firm in Guildford since 2000.
- Benefits: Enjoy a competitive salary, full training, and the chance to become CeMAP qualified.
- Why this job: Gain valuable experience in the mortgage industry while providing excellent customer service.
- Qualifications: No prior mortgage experience needed; just bring your communication skills and attention to detail.
- Other info: This is an office-based role with potential career progression to Broker after two years.
The predicted salary is between 24000 - 28000 £ per year.
Job Description
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.
PA and Mortgage Administrator employer: Cameron James
Contact Detail:
Cameron James Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land PA and Mortgage Administrator
✨Tip Number 1
Familiarise yourself with the mortgage application process. Even though you don't need prior experience, understanding the basics will help you communicate effectively with clients and colleagues.
✨Tip Number 2
Brush up on your customer service skills. Since this role involves liaising with clients and other professionals, showcasing your ability to provide excellent support will set you apart.
✨Tip Number 3
Highlight your organisational skills. As a PA Administrator, you'll be managing documents and schedules, so demonstrating your attention to detail and ability to keep things in order is crucial.
✨Tip Number 4
Be proactive in your approach. Show that you're eager to learn and take initiative, especially regarding compliance and regulatory procedures, as this will reflect well on your suitability for the role.
We think you need these skills to ace PA and Mortgage Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant skills and experiences that align with the responsibilities of a PA and Mortgage Administrator. Emphasise your customer service, communication, and administrative skills.
Craft a Strong Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention why you are interested in the mortgage industry and how your proactive attitude and attention to detail make you a great fit.
Highlight Transferable Skills: Even if you lack direct experience in mortgages, focus on transferable skills from previous roles. Discuss your ability to manage documents, communicate effectively, and provide excellent client support.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at Cameron James
✨Showcase Your Communication Skills
As a PA and Mortgage Administrator, excellent communication is key. Be prepared to demonstrate your ability to communicate clearly and professionally, both verbally and in writing. Think of examples where you've successfully liaised with clients or colleagues.
✨Highlight Your Attention to Detail
This role requires a high level of accuracy in document management and application processing. During the interview, share specific instances where your attention to detail made a difference in your work. This will show that you understand the importance of precision in this position.
✨Demonstrate Your Proactive Attitude
Employers value candidates who take initiative. Prepare to discuss situations where you went above and beyond in your previous roles. This could include taking on additional responsibilities or finding solutions to problems without being asked.
✨Familiarise Yourself with Compliance Procedures
Even though you may not have direct experience in mortgages, understanding compliance and regulation is crucial. Research basic compliance concepts related to the mortgage industry and be ready to discuss how you would ensure adherence to these procedures in your role.
