Job Description

Job Overview

We are seeking a highly organised and detail-oriented Mortgage Completion Manager to join our Mortgage Brokerage in Garforth, Leeds.

The Mortgage Completion Manager will be primarily supporting the company Founder & Managing Director by engaging with clients, lenders, protection providers and third parties. This position requires a proactive individual who can manage multiple tasks efficiently while maintaining a high level of professionalism.

Responsibilities

Assist in the preparation of financial documents and reports, utilising basic maths skills Management of client applications from first appointment to completion Assessing client documents and ensuring that they are in line with polices, criteria and compliance Chasing documents from clients and helping them complete fact finds if required Interact with lenders to ensure smooth progress of client applications Create letters and reports Speaking to clients about insurance policies Supporting advisors by conducting research with lenders and preparing for appointments Promote the profile of the business within the profession and wider community Handle incoming communications, including emails and phone calls, dealing with accordingly Assist with data entry and database management to ensure information is up-to-date and accurate Provide general support to visitors and staff, ensuring a welcoming environment

Skills

Strong organisational skills with the ability to prioritise tasks effectively. Proficient in Microsoft Office Suite (Word, Excel,) and other relevant software. Ability to work independently as well as part of a team. High attention to detail and problem-solving abilities Experience of working in a fast-paced environment and juggling multiple tasks effectively and efficiently Must be trustworthy and have a high level of integrity Provide a high level of customer experience Engaging with clients confidently face to face and over the phone Administration experience Self-starter with a positive, proactive, confident attitude Good communication skills and able to build trusting relationships with clients. Must communicate in a fair and clear manner Diary management You will have a fantastic telephone manner Previous mortgage administration/Paraplanner preferred Excellent written and verbal communication skills is a must

Benefits:

Company pension Free parking Bonus scheme Flexible hours Office based
If you are looking for an opportunity to contribute to a dynamic team while developing your administrative skills, we encourage you to apply for this position.

Job Type: Part-time

Pay: From 12.50 per hour

Expected hours: 15 - 20 per week

Additional pay:

Bonus scheme
Benefits:

Company pension Free parking
Schedule:

Monday to Friday
Work Location: In person