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For Companies At a Glance
- 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 opportunities for growth and development.
- Why this job: Be part of a dynamic team making a real impact in clients' lives.
- Qualifications: 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.
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 stand out during interviews and discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to opportunities within companies like ours.
✨Tip Number 3
Brush up on your organisational and time management skills. Consider using tools or apps that can help you manage tasks efficiently, as these skills are crucial for the role of a Mortgage & Protection Administrator.
✨Tip Number 4
Prepare to demonstrate your communication skills. Think of examples from your past experiences where you successfully liaised with clients or managed complex information, as this will be key in your role.
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: Write a brief outline explaining why you are suitable for the role. Mention specific experiences that demonstrate your ability to manage compliance and administration tasks effectively.
Highlight Compliance Knowledge: Since compliance is crucial for this role, ensure you mention any previous experience or knowledge you have regarding regulatory guidelines and how you have adhered to them in past positions.
Showcase Teamwork and Independence: Provide examples in your application of how you have successfully worked as part of a team, as well as instances where you have taken initiative and worked independently to achieve goals.
How to prepare for a job interview at RecruitmentService.uk
✨Showcase Your Organisational Skills
As a Mortgage & Protection Administrator, you'll need to demonstrate excellent organisational abilities. Prepare examples from your past experiences where you successfully managed multiple tasks or projects simultaneously, highlighting how you prioritised and met deadlines.
✨Familiarise Yourself with Compliance Standards
Understanding compliance is crucial in this role. Brush up on relevant regulations and guidelines in the mortgage and protection market. Be ready to discuss how you've ensured compliance in previous roles, as this will show your attention to detail and commitment to best practices.
✨Demonstrate Communication Skills
Effective communication is key when liaising with clients, lenders, and advisers. Prepare to share instances where your communication skills made a difference in resolving issues or facilitating smooth processes. This will illustrate your ability to work well with various stakeholders.
✨Highlight Your Technical Proficiency
Since the role requires proficiency in Microsoft Office and CRM databases, be prepared to discuss your experience with these tools. You might even want to mention specific software you've used and how it helped you in your previous roles, showcasing your technical capabilities.
