This is an office based key customer facing role within our Mortgage team and as such it involves a varied set of activities, which include:
- Keying Mortgage applications into the Banks systems (checking income, personal details, credit commitments etc.)
- Gathering and checking documents/information from clients as required by the lenders during the underwriting process
- Providing administrative support to the brokers
- Managing the client service experience through to completion โ speaking with clients, lenders and solicitors
- Recording all conversations and actions taken to keep a clear audit trail
- Assisting the brokers with completing rate checks on a regular basis and updating clients/securing new offers
- Ensuring all work meets the Networks and FCA compliance standards
- Assisting the Team with any other duties, as reasonably requested including Insurances
- Adapting duties to meet the changing requirements of the business.
- Be able to prioritise workload and perform under pressure
- Be able to work as part of a team, while also focusing on their own individual workload
- Be customer centric, placing the customer experience at the every action taken
- Be good at managing change
- Have a strong administration background. Previous mortgage / property experience is a bonus but not necessary.
Staff Training & Reviews
Training will primarily take place โon the jobโ. Reviews will be undertaken as required with all staff to discuss the following areas:
- Quality / Accuracy of Work
- Client Feedback
- Provider / Other Feedback (where applicable)
Mortgage Administrator in Maidenhead employer: Mortgage Intelligence
J W Homes Financial Services is an excellent employer for aspiring mortgage advisers, offering a supportive and friendly work environment in the vibrant city of Cardiff. With comprehensive training provided, employees have ample opportunities for personal and professional growth, while being part of a dynamic team that values outstanding customer service and resilience. The company's commitment to fostering a positive culture makes it an ideal place for those looking to build a rewarding career in the financial services sector.