Job Description

This will be a part-time flexible home and office-based role. Initially, about ten hours per week.

You will involve providing administrative support to Mortgage and Protection Consultants. Case managing files accurately within prescribed time scales and focusing on achieving excellent customer service at all times.

The role also provides the potential for progression as the brokerage grows and develops.

• Progress mortgages through to legal completion and beyond.
• Liaise with Mortgage Advisers to ensure appraisal on the progress of mortgage cases and resolving any queries arising.
• Monitoring client emails, account management of repeat clients.
• Act as the first port of call for queries from clients, lenders and conveyancers.
• General office administration duties such as filing, photocopying and answering the telephone.
• Support with marketing activities as required.
• Updating and maintaining systems and files.
• Working with advisors to ensure all activities meeting compliance and regulatory requirements.

Required Knowledge, Skills, and Abilities

Administration experience within a mortgage or financial services environment preferable but not essential. Excellent communication and customer services skills. Excellent computer skills including database set-up and maintenance, Microsoft office including excel and word. Attention to detail and experience of working with prescribed systems and procedures. Self-motivated and professional individual.