Job Description

The successful candidate will provide dedicated, efficient administrative support for the Mortgage Consultants based in Wilmslow and Stockport. This is a hands-on role and you will be carrying out mortgage administration duties within a team of three, where your daily duties will consist of:

• Provide an efficient new business processing service liaising with product providers and ensuring that new business is set up correctly
• Provide administration support in relation to the application process and initial documentation requirements
• Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met
• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to the mortgage and related products
• Issuing documents to clients where appropriate and ensuring that they are issued within the agreed turnaround times e.g. terms of business, key facts, mortgage illustrations and suitability letters
• Preparing invoices for work completed for clients where applicable

Candidates applying for the role will be an experienced Mortgage Administrator either from an Advisory practice or a Corporate Bank.

Required Knowledge, Skills, and Abilities

Those who are CeMAP qualified or studying towards are of strong interest. A full understanding of the mortgage market and use of a mortgage sourcing system such as Trigold is also beneficial.