Job Description

Job description

We are looking for a responsible mortgage administration & Customer Service Exec to provide secretarial and administrative support in a well-organized and timely manner.

You will work on a variety of tasks assisting with the running of a mortgage brokerage that specialising in helping self-employed people to buy, refinance or invest in property.

Responsibilities:

maintain an in-depth understanding of the business in order to establish priorities and manage team expectations managing our bespoke mortgage industry CRM database, and coordinating data checking, updating and ensuring our CRM database is up to date and correct helping to manage deadlines/ideas with the marketing team organising tasks and tracking progress putting together financial information, sending invoices and chasing payments where appropriate / as requested relationship management with directors, clients, advisers, team etc. answering calls and handling queries, manging "leads" and prospects submitted via website with the goal of booking an appointment in an advisers diary collating information and "client files" be a confidante and handle sensitive information confidentially The list of duties is not exhaustive, and flexibility is required in terms of what the mortgage administrator may be required to undertake in order to deliver rounded support to the broker.

Values

Proactive Positive Professional Personable

Skills

Proven work experience as a mortgage administrator and in customer service Systems experience/tech-savvy Be a people person Knowledge of office management systems and procedures MS Office and English proficiency Outstanding organisational and time management skills Up-to-date with the latest office gadgets and applications Ability to multitask and prioritise daily workload Excellent verbal and written communications skills Discretion and confidentiality Experience in mortgage / insurance industry is an advantage Proficient in Microsoft Office Suite (Word, Excel, Outlook) Attention to detail and high level of accuracy in all work undertaken
Job Types: Full-time, Part-time

Full-time hours: 40 per week

Part-time hours: 25 per week

Full time Salary: 25,000

Benefits

:

Casual dress Company events Work from home availability

Schedule

:

Monday to Friday

Schedule

:

8 hour shift Work Location: In person with work from home availability
Job Types: Full-time, Part-time

Pay: From 25,000.00 per year

Expected hours: 40 per week

Benefits:

Work from home
Work Location: In person