Job Description

Keying Mortgage applications into the different lenders systems - This in the main will include both commercial and bridging mortgage business •

Providing administrative support to the brokers • Managing the client service experience through to completion - speaking to the clients lenders and solicitors to ensure smooth progress of the application • Detailing all conversations and actions taken in the CRM System. Also becoming familiar with the mortgage sourcing system that is used • Gathering original documents from clients, as required by the lenders •

Loading documents onto the system within the required compliance timescales • Scanning file documents onto the system and being responsible for ensuring the final file meets the required compliance standards •

Ensuring all work meets the required FCA compliance standards •

Contacting existing clients, to review their circumstances and products • Assisting the team with any other duties, as reasonably requested Key attributes: •

Required Knowledge, Skills, and Abilities