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For Companies At a Glance
- Tasks: Support advisers with mortgage and life insurance applications, ensuring top-notch customer service.
- Company: Join a leading Financial Services Brokerage known for its friendly and successful environment.
- Benefits: Enjoy hybrid working, generous bonuses, holiday entitlement, and all-expenses-paid trips to New York!
- Why this job: Be part of a dynamic team with genuine long-term prospects and bespoke training opportunities.
- Qualifications: Prior experience in mortgage administration is essential; life insurance experience is a plus.
- Other info: Join a thriving business with a prestigious client base and a strong team ethic.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Seeking an accomplished Mortgage Administrator for a market leading Financial Services Brokerage – Genuine Long Term Prospects and Fantastic Working Environment. Base salary + generous bonus scheme.
Our client is leading Advisory business that offers expertise across the full spectrum of financial services including commercial finance, wealth management, mortgages, protection and financial planning. With a friendly and successful environment, they are looking to welcome a new Mortgage Administrator into the team – Please read below and Click Apply if you feel you have the necessary experience.
Highlights for the Successful Mortgage Administrator / Paraplanner
– Bespoke training plan in order to develop you into a fully fledged adviser if that's your chosen route
– Generous Quarterly Bonus
– Generous Holiday entitlement
– Hybrid Working
– Company pension scheme and full corporate benefits
– All expenses paid incentives including Summer / Christmas Parties
– All expenses paid trip to New York (plus guest) for employee that goes above and beyond this year
– Market leader with a prestigious bank of high net worth clients
– Fantastic team ethic- You will be welcomed into a dynamic, diverse and friendly team from day one
The Position of Mortgage Administrator / Paraplanner
You will be responsible for providing expert support to their team of advisers who will be
processing substantial mortgage and life insurance applications for their enviable client base.
Specific Responsibilities of the Mortgage Administrator:
– Handling applications, documentation and specialist mortgage administration
– Mortgage case handling
– Providing advice and support to junior members of the administration team
– Providing first class customer service to clients
– Handling of all communication between solicitors, banks and other third parties
– Instruction and management of valuations
What we are looking for:
Our client has consistently grown year on year and is looking for someone to join the business with the same passion for customer excellence as the rest of the team. We are seeking someone that can demonstrate:
– Prior experience in a Mortgage Administrator / Paraplanner position
– Life Insurance experience would be an advantage
– Experience of using internal systems i.e. Trigold
– Experience of managing the relevant end-to-end systems throughout a mortgage application
– Experience of working with third parties including solicitors and lenders
– A motivated character who wants to provide exceptional customer service
With further growth planned this is a perfect time to be joining such a thriving business. If you like the sound of this opportunity and feel you have the necessary experience, don’t leave it for someone else to land the position. Apply now and talk to us to find out more!
Mortgage Administrator employer: CareerStone
Contact Detail:
CareerStone Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator
✨Tip Number 1
Familiarise yourself with the specific mortgage products and services offered by our company. Understanding our offerings will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with current or former employees in similar roles. They can provide valuable insights into the company culture and expectations, which can be a great advantage during your application process.
✨Tip Number 3
Prepare to discuss your experience with mortgage case handling and customer service. Be ready to share specific examples that highlight your skills and how they align with the responsibilities of the Mortgage Administrator position.
✨Tip Number 4
Showcase your ability to work collaboratively with third parties like solicitors and lenders. Highlight any past experiences where you successfully managed communications and resolved issues, as this is crucial for the role.
We think you need these skills to ace Mortgage Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience as a Mortgage Administrator or Paraplanner. Emphasise any specific skills related to mortgage applications, life insurance, and customer service.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer excellence and your motivation to join the team. Mention how your previous experience aligns with the responsibilities outlined in the job description.
Highlight Relevant Skills: In your application, clearly outline your experience with internal systems like Trigold and your ability to manage end-to-end processes in mortgage applications. This will demonstrate your suitability for the role.
Show Enthusiasm: Convey your excitement about the opportunity to work in a dynamic and friendly team. Mention any specific aspects of the company culture or benefits that appeal to you, such as the bespoke training plan or the chance to earn bonuses.
How to prepare for a job interview at CareerStone
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgage products and processes. Be prepared to discuss different types of mortgages, the application process, and any relevant regulations. This will show your potential employer that you are knowledgeable and passionate about the role.
✨Demonstrate Customer Service Skills
Since the role involves providing first-class customer service, think of examples from your past experiences where you went above and beyond for a client. Be ready to share these stories during the interview to highlight your commitment to customer excellence.
✨Familiarise Yourself with Relevant Software
If you have experience with systems like Trigold or similar mortgage processing software, make sure to mention it. If not, do some research on these tools and be prepared to discuss how you would quickly adapt to using them in your new role.
✨Prepare Questions for the Interviewers
Show your interest in the company and the role by preparing thoughtful questions. Ask about the team dynamics, training opportunities, and what success looks like in the position. This demonstrates your enthusiasm and helps you assess if the company is the right fit for you.
