Mortgage Administrator
We are looking for someone to provide a dedicated, efficient administrative support for the Mortgage Case Handlers and Consultants.
Principle Accountabilities:
- Provide day-to-day administrative support to the Mortgage Consultants and Case Handlers by completing daily tasks
- Ensure that the Mortgage team switchboard is manned, and all calls and messages are dealt with in a timely manner
- Monitor the Mortgage team workflow mailbox ensuring that relevant tasks are completed in a timely manner
- Ensure that the loan scheme date reminders are managed on a monthly basis
- Ensure that all rate switches are keyed to the lender on the same day that the paperwork is received
- Open, sort and distribute the incoming post for the Mortgage team and provide cover on a rota basis for the outgoing evening post
- Ensure all information is entered onto Intelligent Office maintaining up-to-date records of client's personal details, plans, contact history and task history ensuring that all compliance requirements are met
- Complete ad-hoc projects and tasks as required by the Head of Mortgages, Mortgage Consultants, or the Mortgage Team Manager
- Ensuring that any complaints (formal or informal), breaches or losses are reported to the Compliance Officer at the earliest possible opportunity
- To undertake reasonable additional duties at the request of your Line Manager as may be required from time to time
Essential requirements:
- Confident in using a range of IT packages including Microsoft Office
- Flexible team player with the ability to build relationships with consultants
- Outgoing, positive, can-do attitude
Desirable requirements:
- Willingness to study towards CII Mortgage qualification
- Intermediate Intelligent Office skills
Why work for LIFT?
- A competitive salary - circa £17,000
- Discretionary annual performance bonus
- 23 days holidays, increasing to 24 days when you reach 3 years of service, and 25 days when you reach 5 years of service. Plus opportunity to buy up to an additional 5 days each year
- Birthday day off
- Hybrid working – 3 days in the office/2 days WFH
- Flexible working hours
- Permanent Health Insurance
- 4 x Death in Service
- 5% employer pension contribution plus 50% employer NI savings
- Free financial advice from our highly qualified team of Advisers
- Introduce a friend bonus
- Exam and study support
If this fantastic job opportunity is something you would be interested in applying for or you have any questions about this role, please give us an email: recruitment@lift-financial.com