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- Tasks: Join a dynamic team managing client accounts and processing mortgages.
- Company: A growing mortgage brokerage in Guildford with a supportive team culture.
- Benefits: Enjoy a competitive salary, 20 days holiday, and potential career progression.
- Why this job: Be part of a friendly environment with opportunities for growth and social events.
- Qualifications: 2+ years as an Administrator preferred; strong communication and organisational skills required.
- Other info: Potential for career advancement into advice with company support.
The predicted salary is between 28500 - 32500 £ per year.
This Mortgage Administrator position enables you the opportunity to join a growing mortgage brokerage in Guildford. You will play a pivotal role in the expert maintenance and management of client accounts within the team.
As a Mortgage Administrator, you will be supporting the 2 Directors of the business and potentially another advisor in due course. Your duties will include:
- Pre-meeting preparation
- Processing of mortgages, protection and general insurances
- Ensure all application forms are completed and signed
- Accurately maintain all records on client management system and update promptly
- Complete report, obtain adviser sign-off for new business recommendation summary
- Send post meeting report to client, complete with appropriate documentation
- Answer incoming calls, responding to client and provider queries as appropriate
- Liaising with providers, solicitors and any other third party to keep within deadlines
- Manage personal inbox, answering client, external and internal mails where appropriate in line with requirements
- Maintain diary, tracker, outlook, CRM, OWS, tasks and KPIs, regularly, frequently and accurately
- Keep fact find status updated, in conjunction with adviser
- Manage daily post, answering client mail or distributing as appropriate
Mortgage Administrator Requirements
- Ideally you should have 2+ years as an Administrator
- CeMAP or equivalent would be a bonus but not essential
- Strong & clear communicator able to speak with clients at all levels
- Organised problem solver who has excellent attention to detail
- A good practical understanding of Outlook, Word, and Excel
The Company
This established business in Guildford has a supportive, friendly team spirit that enables everyone to be successful in their position. They enjoy regular meetings and social events to maintain their healthy camaraderie. The business has a loyal client bank of which they provide mortgage, protection, investment, and pension advice.
Mortgage Administrator Benefits
- Salary of £28,500 - £32,500 depending on experience
- Working hours of 9am - 5pm with 30 min lunch Monday to Friday
- 20 days holiday plus bank holidays and enrolled onto company pension scheme
- For the right individual, they would look at progression into advice and would support you to achieve this
Locations
Guildford
Contact Detail:
Premier Jobs UK Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator in Guildford
✨Tip Number 1
Familiarise yourself with the mortgage industry and current trends. Understanding the market will not only help you in interviews but also show your genuine interest in the role.
✨Tip Number 2
Network with professionals in the mortgage sector, especially those in Guildford. Attend local events or join online forums to connect with potential colleagues and gain insights into the company culture.
✨Tip Number 3
Prepare for common interview questions specific to mortgage administration. Think about scenarios where you've demonstrated strong communication and organisational skills, as these are key for the role.
✨Tip Number 4
Research the company thoroughly. Understand their values, services, and client base. This knowledge will help you tailor your responses during the interview and demonstrate your enthusiasm for joining their team.
We think you need these skills to ace Mortgage Administrator in Guildford
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Administrator. Familiarise yourself with the key tasks mentioned in the job description, such as processing mortgages and maintaining client records.
Tailor Your CV: Customise your CV to highlight relevant experience, especially any administrative roles you've held. Emphasise skills like organisation, attention to detail, and communication, which are crucial for this position.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention specific experiences that relate to the job duties, and explain why you're a great fit for their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is accurate and presented professionally.
How to prepare for a job interview at Premier Jobs UK Limited
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgages, protection, and general insurances. Being able to discuss these topics confidently will show that you understand the industry and can contribute effectively from day one.
✨Demonstrate Organisational Skills
As a Mortgage Administrator, you'll need to manage multiple tasks efficiently. Be prepared to discuss how you prioritise your workload and keep track of deadlines, perhaps by sharing examples from your previous roles.
✨Showcase Your Communication Skills
Since you'll be liaising with clients, providers, and solicitors, it's crucial to demonstrate your strong communication abilities. Practice articulating your thoughts clearly and consider how you would handle various client scenarios.
✨Prepare Questions for the Interviewers
Having thoughtful questions ready shows your interest in the role and the company. Ask about their team dynamics, growth plans, or how they support professional development, which aligns with your potential progression into advice.
