Mortgage and Protection Administrator
Birmingham
MORTGAGE & PROTECTION
BIRMINGHAM AREA
SALARY AROUND £25,000
ONSITE PARKING AVAILABLE
EXAM SUPPORT & CAREER DEVELOPMENT
NJR are currently working alongside a well-established Independent Financial Advisers, who have a fantastic opportunity available on their Mortgage arm of the business. As a result of their continued growth they are now looking for an ambitious and pro-active Mortgage Administrator to join their team in the Birmingham area.
Our client is extremely dynamic and provides an environment for career motivated people to thrive. You will be provided with a highly competitive basic salary, and market leading benefits along with a structured career path.
Daily duties will include:
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
Update and maintain client details in Client Database
Check all Anti Money Laundering information is current
Prepare & send-off authority letters and send to client for signature
Input details of existing mortgages and protection policies
Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation
Prepare suitability reports for adviser to check and amend where necessary
Submit new life/general business to provider
Track new business and current position, updating Adviser accordingly
Ensure all new business has been checked and been signed off
The successful candidate will need to have previous experience working within a Mortgage Administration role and have a familiarity with mortgage, protection and GI research and sourcing software and an understanding of the Mortgage application process. You will have excellent knowledge of Microsoft Excel, Word and Outlook as well as solid communication and articulations skills.
This is a genuinely exciting opportunity for an ambitious individual who is looking for a 'Career' within the exciting and buoyant industry.
For more information please contact one of specialist consultant quoting REF: NJR14810