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Mortgage Administrator

Employer
First Base
Location
Stroud, Gloucestershire
Salary
£10/hour Salary is based on Experience
Closing date
21 Apr 2019

View more

Sector
Accountancy, Banking, Finance
Hours
Part Time
Flexibility
Set hours
Contract Type
Permanent
Mortgage Administrator

Our client is looking for a Mortgage Administrator to join their team on a part-time basis. This is a great opportunity to work for a growing company. You will be responsible for a range of tasks and must be able to work to deadlines with excellent attention to detail.

Location: Near Stroud (A full driving licence and own transport is essential due to the location of this role)
Salary: £10 per hour
Hours: 15 hours per week

Key Responsibilities:
• Being first point of contact on the phone and directing enquiries accordingly
• Managing advisor diaries and arranging appointments
• Maintain and update criteria spreadsheet
• Review client information against published financial sanctions list
• Load cases onto the CRM software and manage the submission process ensuring 100% accuracy
• Carry out Electronic ID checks
• Reviewing bank statements and payslips to check for accuracy
• Load and send all applications to lenders as selected by advisors
• Ensure at all times that files are up to date and contain compliant data and paperwork
• Manage each case on a daily basis, seeking information and data from customers
• Ensure Lenders have the correct information and data at all times
• Ensure all documentation and files comply with GDPR and other regulations
• Ensure that all customers are contacted annually, verbally or by mail
• Set up and manage hard copy files to support the electronic version
• Use Xero, Receipt Bank and Auto Entry to pay bills and issue fee invoices (training can be supplied)

Key Skills:

• Time management and prioritisation skills to meet competing demands and deadlines
• Previous experience in an administrative role
• Take initiative, recommend solutions to problems
• Excellent written and verbal communication skills
• Discretion and confidentiality in handling sensitive information
• Attention to detail, accuracy and consistency
• Process driven
• Excellent IT skills including word and excel

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