Job Description

Key areas of responsibility: 

• Ensure at all stages that case load documentation is attached & compliant and is checked to confirm it meets legal regulations, such as money laundering guidelines and GDPR regulations..
• Data input of application details onto mortgage providers systems.
• Inputting of payment card details for fees on sage pay and contacting clients if required.
• Keying and packaging mortgage applications to the lender for their assessment.
• Providing regular contact to both mortgage customers and house builders with regular updates on case progression.
• Contacting lenders to gain necessary case updates
• Contacting help to buy agents, solicitors, employers and any other third parties necessary to obtain mortgage information needed to progress the case and ensuring company exchanges and completions are recorded correctly
• Processing of Help to Buy Applications.
• Ensuring case notes are updated with current and accurate information.
• Checking mortgage offers and authority to proceeds
• Managing post offer enquiries and keeping all parties updated with offer expiry’s as required.
• Handling incoming faxes, post and emails, distributing to relevant parties and attaching to case load files as required.
• Responsible for ensuring outgoing post including special & recorded delivery is handled in a timely manner.
• Take incoming telephone calls and deal with enquiries distributing to relevant departments as required.
• Keeping detailed Logs and working to resolve any issues.
• Ad hoc duties as and when required by the Sales Admin Support Team Manager, and Operations Director.

Benefits:

• Permanent Full Time role.
• Extensive training coupled with an ongoing support and development program.
• 28 days paid holiday including Bank Holidays
• Get your Birthday off each year. (Once Probation Completed).
• Unrivaled opportunities for progression, promotion and personal development in an expanding and market leading business.
• Contributory workplace pension*.
• Generous Staff referral bonus scheme*.
• Free Blue-Crest Prevention plus Health Screening*.
• 24 hour, 7 days a week Emotional Well-being Support Helpline available.

Required Knowledge, Skills, and Abilities

The ability to work towards your own targets in addition to contributing fully to the wider team workload when required. A team player with excellent organisational skills Excellent inter-personal and presentation skills Together with an outstanding telephone manner and communication & listening skills. You will need to be accurate, numerate and highly computer literate. A highly competent Microsoft Office user, including Excel, Word and Outlook, and be able to quickly adapt to new software packages and online processes. The ability to ensure that all information entered onto computer systems and paperwork is highly accurate. Have your own transport, and be able to commute daily to our offices in Berkhamsted Herts. You will possess a proven track record of customer service in the banking, finance or Insurance industries and have the determination to meet and exceed target’s set.