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- Tasks: Support Mortgage Advisers with admin tasks and ensure smooth mortgage completions.
- Company: Join Green & Company, a thriving financial services firm in Sutton Coldfield.
- Benefits: Enjoy a full-time role with potential for growth and development in a supportive environment.
- Why this job: Be part of a dynamic team, making a real impact in clients' lives through financial solutions.
- Qualifications: Previous experience in the Mortgage & Protection Market is essential; strong organisational skills required.
- Other info: Email your CV and a brief outline of your suitability to apply.
The predicted salary is between 28800 - 43200 £ per year.
An opportunity has arisen for a Full Time Mortgage & Protection Administrator to join our successful Financial Services Division. The successful candidate will be based at Green & Company’s Sutton Coldfield office.
Duties will include:
- Providing administration and compliance support to our team of successful Mortgage Advisers.
- Liaising with clients, mortgage lenders, insurers and solicitors to ensure their mortgage completes as smoothly as possible.
- Requesting customer documentation, ensuring all relevant documents are returned correctly and accurately checking, chasing and collating all details.
- Ensuring all relevant case notes and documents are provided to all parties.
- Carrying out compliance checks to ensure all mandatory documents are present and correct.
- Submitting Home & Personal insurance policies and placing on risk.
- Tracking and managing the mortgage application to completion.
- Keeping the client and the adviser fully updated throughout the house buying, mortgage application journey.
Maintaining adherence to company, network and regulatory body guidelines at all times is essential. Previous experience in the Mortgage & Protection Market is essential for this role.
The candidate should possess excellent organisational and communication skills and be conversant in Microsoft Word/Office and Excel, along with a history of using CRM databases. They should demonstrate superb organisational and time management skills, be able to prioritise and adapt to challenging workloads, and have a methodical and exacting approach to compliance and administration. Being a terrific team player with the self-motivation to also work independently is important. The ability to liaise with people at all levels is essential.
Interested? In the first instance please email attaching your CV and a brief outline as to why you feel that you would be suitable for the position.
Mortgage & Protection Administrator employer: RecruitmentService.uk
Contact Detail:
RecruitmentService.uk Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Administrator
✨Tip Number 1
Familiarise yourself with the mortgage and protection market. Understanding current trends, regulations, and common challenges faced by clients will help you engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector. Attend local events or join online forums to connect with mortgage advisers and other administrators, which can provide insights and potentially lead to referrals.
✨Tip Number 3
Brush up on your CRM software skills. Since experience with CRM databases is essential for this role, being able to demonstrate your proficiency in these tools can set you apart from other candidates.
✨Tip Number 4
Prepare to discuss your organisational and time management strategies. Be ready to share specific examples of how you've successfully managed workloads and ensured compliance in previous roles, as this will highlight your suitability for the position.
We think you need these skills to ace Mortgage & Protection Administrator
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the Mortgage & Protection sector. Emphasise your organisational skills, communication abilities, and familiarity with Microsoft Office and CRM databases.
Craft a Compelling Cover Letter: In your cover letter, explain why you are a great fit for the role. Mention specific experiences that demonstrate your ability to manage compliance and administration tasks effectively.
Highlight Relevant Skills: Clearly outline your skills that match the job description, such as time management, attention to detail, and teamwork. Use examples from previous roles to illustrate these skills.
Follow Application Instructions: When applying, ensure you attach your CV and a brief outline of your suitability as requested. Double-check for any specific instructions in the job posting to avoid missing out on your application.
How to prepare for a job interview at RecruitmentService.uk
✨Showcase Your Experience
Make sure to highlight your previous experience in the Mortgage & Protection Market. Be prepared to discuss specific examples of how you've successfully managed mortgage applications and compliance checks in the past.
✨Demonstrate Organisational Skills
Since the role requires excellent organisational skills, come prepared with examples of how you've effectively managed multiple tasks or projects simultaneously. This will show that you can handle the workload expected in this position.
✨Communicate Clearly
Effective communication is key in this role. Practice articulating your thoughts clearly and concisely, especially when discussing complex topics like mortgage processes. This will help you convey your understanding and build rapport with the interviewers.
✨Familiarise Yourself with Compliance
Understanding compliance is crucial for this position. Brush up on relevant regulations and guidelines in the financial services sector. Being able to discuss these confidently will demonstrate your commitment to maintaining high standards in your work.
