This is an office based key customer facing role within our Mortgage team and as such it involves a varied set of activities, which include:
Keying Mortgage applications into the Banks systems (checking income, personal details, credit commitments etc.)
Gathering and checking documents/information from clients as required by the lenders during the underwriting process
Providing administrative support to the brokers
Managing the client service experience through to completion - speaking with clients, lenders and solicitors
Recording all conversations and actions taken to keep a clear audit trail
Assisting the brokers with completing rate checks on a regular basis and updating clients/securing new offers
Ensuring all work meets the Networks and FCA compliance standards
Assisting the Team with any other duties, as reasonably requested including Insurances
Adapting duties to meet the changing requirements of the business.
Applicant Qualities:
Have attention to detail
Be able to prioritise workload and perform under pressure
Be able to work as part of a team, while also focusing on their own individual workload
Be customer centric, placing the customer experience at the forefront of every action taken
Be good at managing change
Have a strong administration background. Previous mortgage / property experience is a bonus but not necessary.
Staff Training & Reviews
Training will primarily take place 'on the job'. Reviews will be undertaken as required with all staff to discuss the following areas:
Quality / Accuracy of Work
Client Feedback
Provider / Other Feedback (where applicable)
Timekeeping / Focus
Training Needs
* Progression Planning
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