Mortgage Broker Administrator - London, United Kingdom - Hampstead Partnership

Description

About us
Hampstead Partnership is a small business in London. We are professional, supportive and engaging.


Our work environment includes:

• Modern office setting
• Casual work attire
• Safe work environment
• Lively atmosphere

Responsibilities:

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Relationship Management: Foster positive relationships with the director, clients, advisers, and team members.

• Office Communication: Handle incoming calls and office inquiries efficiently.

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Lead Management: Manage leads and prospects received through the website, aiming to schedule appointments in advisers' diaries.
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Client File Organization:Compile and organize client information for review by an external compliance auditor.
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Adviser Support: Provide daily assistance to self-employed advisers, including resolving commission queries, addressing system challenges, and facilitating lender onboarding.
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Financial Support: Prepare financial documents, send invoices, and assist in payment follow-ups as needed.
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Business Insight: Develop a deep understanding of our business to set priorities and manage team expectations effectively.
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CRM Management: Administer and organize our mortgage industry CRM database, utilizing Excel for data coordination.
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Data Accuracy: Ensure the CRM database remains up-to-date and accurate by verifying and updating information regularly.
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Technology Assistance: Address inquiries related to telecommunications, IT, HR, pension/payroll, and other industry-specific technology.
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Confidentiality: Handle sensitive information discreetly and maintain confidentiality.
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Innovative Thinking: Explore creative ways to support the business and the director.
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Flexibility: Be prepared to take on additional tasks as required to provide comprehensive support to the director.


Values:

• Proactive
• Positive
• Professional
• Personal

Skills:

• Mortgage administration and/or operations experience a must
• Tech-Savvy: Proficient with various systems and technologies
• Excellent interpersonal skills
• Knowledge of office management systems and procedures
• Proficiency in MS Office and English
• Strong organizational and time management skills
• Ability to multitask and prioritize daily tasks.
• Outstanding verbal and written communication skills
• Discretion and commitment to confidentiality
• Experience in the mortgage/insurance industry is a plus but not required.

Salary:
£28,000.00-£33,000.00 per year


Benefits:

• Company pension

Schedule:

• Monday to Friday

Supplemental pay types:

• Bonus scheme
• Commission pay

Ability to Commute:

• London (required)

Ability to Relocate:

• London: Relocate before starting work (preferred)

Work Location:
In person