MB Fitzgerald are currently working with a leading Financial Services group who are looking to hire an experienced Mortgage Administrator for their team in Bromsgrove. This company are a professional, well established and highly respected organisation across various financial services areas.
The Mortgage Administrator role is to support the company's Mortgage Advisor's, ensuring that all Mortgage & Protection administration is completed in an accurate an timely manner. We are looking for somebody with a minimum of 1 year's experience within Mortgage administration, preferably from within a Mortgage Broker, IFA or Estate Agency, although candidates from Banks will be considered. You must have excellent communication and organisational skills as well as a familiarity with mortgage, protection and GI research and sourcing software. CeMap qualification would be preferred but not essential.
Duties will include:
Mortgage Application Processing
- Dealing with providers, lenders and clients for case progression and case placement
- Dealing with solicitors and conveyancers regarding exchange/completion dates
- Managing review dates for existing clients
- Ensure all necessary documentation is held within the clients file, meeting FCA's rule and regulations
New Client input into Client Database
- Update and maintain client details in Client Database
- Check all Anti Money Laundering information is current
- Ensure all disclosure documents are signed, dated and uploaded to database
- Prepare & send-off authority letters and send to client for signature
- Input details of existing mortgages and protection policies
- Scan all documents/emails provided by Adviser into Client Database
- Add and maintain activity entries/workflows
Adviser/Client/Provider Requests
- Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
- Prepare suitability reports for adviser to check and amend where necessary
New Business Submission
- Submit new life/general business to provider
- Enter details of case into Client Database
- Track new business and current position, updating Adviser accordingly
- Ensure all new business has been checked and been signed off (if required)
Other duties
- Telephones
- Meet & Greet
- Premises
- Provisions
- Accurate activity management through Client Database
