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.