Job Description

Administrator - Mortgage & Insurance

Orbit Finance are a financial services company that offer mortgage and protection advice to residential clients throughout Scotland with their head office based in Glasgow city centre,

As part of our ongoing expansion for 2019 Orbit Finance is seeking a new Administrator to support our advisors with the processing of client files.

We are seeking someone with a deep knowledge of customer service and excellent communication and organisational skills, who can help us to achieve our sales goals.

Hours

The majority of work will take place during office hours on Monday to Friday, however occasional evenings and weekends may be required.

Key Responsibilities

Liaising with mortgage and protection advisors. Liaising with senior management. Completing and processing digital and manual fact finds for mortgage and life insurance quotes. Contacting clients to obtain missing information or answer queries. Process policy documents and deal with all associated administration. Deal with correspondence queries, send out post and maintain filing system. General enquires to be dealt with through telephone, email or letter

Essential Skills

Proven work experience as an administrator. Experience in CRM software. A keen eye for detail. Exceptional verbal and written communication skills. A polite and confident telephone manner. The ability to work well within a team. Computer proficiency including use of Microsoft Office products. Strong organisational and time management skills, with the ability to work to deadlines.

Desirable Skills

While full training will be provided, preference may be shown to applicants who demonstrate experience and understanding the financial services sector.

Please note that all appointments may be subject to a disclosure check due to the sensitive nature of our work.

Job Type: Full-time

Pay: 24,570.00 per year

Work Location: In person