Job Description

• Support a team of Mortgage Advisors.
• Ensure clients are contacted regularly and Solicitors are kept updated of circumstances as files progress.
• Enter confidential information to systems.
• Maintain accurate records and remain compliant.
• Project work as and when required.
• Draft and submission of bespoke and standard letters using the CRM system.
• Book training courses for brokers, keeping up to date with legislations.
• Business banking.
• Liaise with company directors / management team.
• File documents.

Required Knowledge, Skills, and Abilities