Job Description

Main responsibilities:

• Set up electronic mortgage files.
• Conduct a welcome call to the clients.
• Provide any requested documents to the lender.
• Liaise with other departments.
• Maintaining ongoing and appropriate contact with mortgage lenders, solicitors and clients.
• Using standardised templates to draft letters to clients and raise invoices to any relevant party.
• Taking telephone calls as and when required. -Photocopying, faxing, document scanning and electronic filing of client documentation.
• Booking appointments for the mortgage advisors on an ad hoc basis.
• Following successful completion, closing down the electronic mortgage file.

Required Knowledge, Skills, and Abilities

Experience: • Previous administrative experience within the financial services, estate agency or conveyancing industry is desirable. • Good computer skills and an ability to learn a bespoke computer package. • Strong communication and customer service skills. • Excellent organisational skills. • A confident and professional telephone manner. • The ability to work as part of a team. • Ability to work under pressure. • High attention to details • Ability to use initiative.