MORTGAGE ADMINISTRATOR

Clark James Recruitment are working with a leading Financial Services business. Due to expansion our client are looking to expand their Administration team, as a result, they have a vacancy for a Mortgage Administrator to join the business. Role * The Mortgage & Protection Administrator plays a pivotal role in the expert maintenance and management of client accounts within the team. * This is a highly technical function, where industry knowledge is preferable, however someone showing the right attributes and willingness to learn the role will be considered.The applicant must show the ability to engender positive relationships with clients, colleagues and providers that are built on trust. * Prepare all pre-meeting requirements ahead of meeting, to include, summary of ‘objective of the meeting’ plus ongoing issues and proposed agenda. * Progress all meeting action points and facilitate account administration. * Processing of mortgages, protection and general insurances. * Update last review date on system and ensure advisor updates next review date. * Draft report/kfi’s, add attachments and confirm with adviser (immediately post meeting). * Enter all action requirements immediately onto task management. * Accurately maintain all records on client management system and update promptly. * Ensure systems are kept up to date with general planning notes and correct documentation and…