Mortgage Administrator/PA

Clark James Recruitment are working with a leading Mortgage business who are based In Bournemouth.

Due to expansion, our client are looking to recruit an experienced Mortgage Administrator/PA to support the Company Directors.

Role

• An organised individual to support with Mortgage pipelines.
• Client contact and pre/post offer work tasks. Packaging applications, so a detailed understanding of all lenders systems is key.
• Chasing outstanding/additional documents from clients/agents.
• Sending/amending offers.
• Dealing with pre and post offer enquiries with lenders and solicitors.
• Booking clients into the diary for rate reviews, organising meetings and appointments.
• Completing medical questions for protection applications.
• Generating the suitability report for each advice journey.
• Ensuring all advice notes for each journey are accurate and relevant.
• Responding to file review checks and assisting the adviser in the completion of any remedial work.
• Acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for our attention.
• Running MI reports.
• Collating and filing invoices.
• We are looking for an individual who has a depth of knowledge of mortgage application process and who is highly organised.
• Full or part time considered.
• Office based, our client may consider some remote working.

Candidate

• Previous experience within Mortgages essential.
• Previous experience working as a PA a strong advantage.
• CeMAP qualification an advantage. May suit an ex-Mortgage Broker that does not wish to work within a selling capacity.
• An understanding of the full application process and advice process is a strong advantage.

Package

• Basic salary £25,000 - £35,000 dependent on experience.
• Full or part time.