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For Companies At a Glance
- Tasks: Support mortgage advisers by processing applications and managing client communications.
- Company: Join a well-established IFA business experiencing exciting growth.
- Benefits: Enjoy a competitive salary, training opportunities, and flexible working after probation.
- Why this job: Be part of a dynamic team focused on delivering exceptional client experiences.
- Qualifications: Experience in the mortgage sector and strong customer service skills are essential.
- Other info: Office-based role with one day of remote work after probation.
The predicted salary is between 24000 - 36000 £ per year.
Job Description
Mortgage Administrator
Farnham
£28-30,000
Well established IFA business is looking for an additional staff member due to continued growth.
The company requires an experienced Mortgage Administrator (Mortgage Paraplanner) to assist 2-3 advisers who give first class mortgage and protection advice to a range of clients
The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible.
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 mortgage sector, working for an intermediary or lender
- Extensive experience of submitting cases and managing pipeline business
- Knowledge of life and protection products
- 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
Additional Information:
- Circa £28-30,000
- 9-5.30 Monday to Friday
- Office based – 1 day working from home after probation
- Training/prospects/genuine career path
Mortgage Administrator employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator
✨Tip Number 1
Network with professionals in the mortgage sector. Attend industry events or join online forums where you can connect with current Mortgage Administrators or advisers. This can provide you with insights into the role and potentially lead to referrals.
✨Tip Number 2
Familiarise yourself with the latest mortgage products and compliance regulations. Staying updated on industry changes will not only boost your confidence but also demonstrate your commitment to potential employers.
✨Tip Number 3
Prepare for interviews by practising common questions related to mortgage administration. Focus on scenarios that highlight your problem-solving skills and customer service experience, as these are crucial for the role.
✨Tip Number 4
Showcase your IT skills by being proficient in CRM systems and document management software. If you have experience with specific tools used in the mortgage industry, be sure to mention them during your discussions with us.
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 in the mortgage sector. Emphasise your skills in application processing, client support, and document management, as these are key responsibilities for the Mortgage Administrator role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the mortgage industry and your proactive approach to client service. Mention specific examples of how you've successfully supported advisers or managed client relationships in the past.
Highlight Compliance Knowledge: Since compliance is crucial in this role, ensure you mention any experience you have with adhering to internal compliance procedures. This will demonstrate your ability to maintain high standards in your work.
Showcase IT Skills: Given the importance of system management in this position, highlight your IT skills and experience with CRM systems. Mention any specific software you are familiar with to show you can hit the ground running.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Mortgage Knowledge
Make sure to brush up on your knowledge of the mortgage sector, including application processes and compliance regulations. Being able to discuss your experience with submitting cases and managing pipelines will impress the interviewers.
✨Demonstrate Excellent Communication Skills
Since the role involves liaising with clients, lenders, and other parties, it's crucial to showcase your communication skills. Prepare examples of how you've effectively communicated in previous roles, especially in challenging situations.
✨Highlight Your Attention to Detail
As a Mortgage Administrator, attention to detail is key. Be ready to discuss specific instances where your meticulous nature has helped avoid errors or improved processes in your past work.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving abilities and customer service skills. Think of examples where you provided exceptional support to clients or resolved issues efficiently.
