Mortgage Administrator - Stockport, United Kingdom - Edward Mellor Limited

Tom O´Connor

Posted by:

Tom O´Connor

beBee Recruiter


Description
Edward Mellor Financial Services are recruiting for our busy Mortgage Administration team. This is a hybrid role with 3 days based in our Head Office at St. Petersgate, Stockport and 2 days from home.

Our Mortgage Administrators play a vital role in providing both the Advisers and, more importantly, the clients with the support and information they require.


The role and responsibilities involve:

  • Attend morning meetings to review and discuss daily activities, set objectives for the day, update Colleagues.
  • Identify additional opportunities to recommend other services such as Buildings and Contents, Pension review etc.
  • Assist the Mortgage Adviser daily with any administrative tasks, ensuring all compliance is met
  • Contact Providers, Solicitors, Estate Agents to ensure smooth progression of Client cases
  • To be first point of contact for Clients and Providers and ensure regular outbound calls are made to our Clients to update them on the progress of their Application
  • Take Arrangement Fees from Clients on completion and send relevant paperwork and receipts
  • To use and update our Financial Software to accurately record our Clients' data after every Client interaction
  • To monitor and prioritise daily tasks and workload so that individual targets are met
  • To keep related spreadsheets, our Financial Software and Housing Software updated
  • To attend training and refresher sessions
  • Take part in OnetoOnes and Appraisals and contribute to your personal learning and development

Required skills and experience:

  • Excellent Numeracy and Literacy (Minimum of GCSE passes or equivalent in Maths and English)
  • Computer Literate Passionate Customer Service
  • Confident Telephone Manner
  • Excellent Time Management
  • Ability to work unsupervised and as part of a team
  • Flexible working attitude
  • Detailed Approach to all tasks especially in regards to administration and compliance

More jobs from Edward Mellor Limited