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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 expertise and friendly 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 a focus on customer excellence.
- Qualifications: Experience as a Mortgage Administrator or Paraplanner is essential; life insurance knowledge is a plus.
- Other info: Bespoke training available to develop into a fully-fledged adviser if desired.
The predicted salary is between 28800 - 43200 £ per year.
Base salary up to £32k DOE + Quarterly bonus
London, SE1
*Hybrid role – 3 days office based, 2 days working from home*
As a Mortgage Administrator for one of the country\’s leading Mortgage & Protection Brokers, you will receive:
- A competitive salary, additional performance bonus
- Thorough onboarding program and continual support
- Flexibility to work from home 2 days a week
- Pirkx/Boostworks membership with EAP
- An inclusive, team orientated employer that strives to succeed and stand out in the industry
The Company:
We are recruiting for one of London\’s largest and most prestigious whole of market independent Mortgage & Protection Brokers.
As a highly respected name in the market, they provide mortgage/protection advice and complementary products to individuals/employees within major FTSE250 corporations.
With a reputation built on trust and outstanding service they have continued to grow year on year, and as such are currently seeking an experienced Mortgage Administrator to support their team of Advisers.
The Position of Mortgage Administrator:
You will be responsible for providing expert support to a team of 4-6 advisers who will be processing mortgage applications for their enviable client base. You will assist with the servicing of existing and new clients and undertake additional PA tasks to assist all brokers with their day-to-day activities.
Specific Responsibilities of the Mortgage Administrator:
- Mortgage admin support throughout the entire mortgage process from enquiry to completion
- Electronic filing of client correspondence and all other relevant documentation
- Maintaining Finplan/Bluecoat records with up to date tracking and monitoring at each stage of the mortgage process.
- Providing first class, exceptional customer service to clients
- Handling communication with lenders, insurance companies, solicitors and clients ensuring requirements are met and all cases are dealt with in a timely manner
- Ensuring acceptance terms and mortgage offers received as promptly as possible and checking these against application/illustration
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:
- At least 2 years prior experience in a Mortgage Administrator position
- Good general knowledge of all High Street Mortgage Lenders and their processes
- Finplan/Bluecoat experience would be beneficial but not essential as training can be provided
- Experience of managing the relevant end-to-end systems throughout a mortgage application
- Experience of working with third parties including solicitors and lenders
- Seamless organisational and communication skills
- A motivated character committed to continued professional development
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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 software and systems mentioned in the job description, such as Trigold. Being able to demonstrate your proficiency with these tools during an interview can set you apart from other candidates.
✨Tip Number 2
Network with professionals in the financial services industry, especially those who work in mortgage administration. Attend relevant events or join online forums to connect with potential colleagues and learn more about the company culture.
✨Tip Number 3
Prepare to discuss your previous experience in handling mortgage applications and working with third parties like solicitors and lenders. Be ready to share specific examples that highlight your customer service skills and ability to manage complex cases.
✨Tip Number 4
Research the company’s values and recent achievements. Showing that you understand their mission and are aligned with their goals can make a strong impression during your interview and demonstrate your genuine interest in 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. Focus on your skills in handling mortgage applications, customer service, and working with third parties like solicitors and lenders.
Craft a Compelling Cover Letter: Write a cover letter that showcases your passion for customer excellence and your motivation to join the team. Mention specific experiences that align with the responsibilities listed in the job description.
Highlight Relevant Skills: In your application, emphasise your familiarity with internal systems such as Trigold and your ability to manage end-to-end processes in mortgage applications. This will demonstrate your readiness for the role.
Show Enthusiasm: Convey your excitement about the opportunity to work in a dynamic and friendly team. Mention how you align with the company's values and your eagerness to contribute to their success.
How to prepare for a job interview at CareerStone
✨Showcase Your Experience
Make sure to highlight your previous experience as a Mortgage Administrator or Paraplanner. Be prepared to discuss specific cases you've handled and how you managed the end-to-end mortgage application process.
✨Demonstrate Customer Service Skills
Since the role emphasises exceptional customer service, think of examples where you've gone above and beyond for clients. This will show that you align with the company's values and commitment to customer excellence.
✨Familiarise Yourself with Relevant Systems
If you have experience using systems like Trigold, be ready to discuss this in detail. If not, do some research on common mortgage administration software to demonstrate your willingness to learn.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about the team dynamics, training opportunities, or the company culture to engage in a meaningful conversation.