Mortgage & Protection Client Support Administrator
Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems. The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any submitted mortgage and/or protection business. The role holder will be responsible for processing business through until completion or on-risk. WHAT YOUR ROLE WILL INVOLVE
New Business Liaise with lenders and providers on progress of mortgage applications. Request and upload all required documentation from the Client as required by the lender or provider. Liaise with any 3rd parties involved in the process. Update Advisers and Clients of progress on outstanding cases. Upload relevant data onto the CRM database. Ensure all incoming/outgoing post is distributed and scanned. Follow up on submitted business through to completion and on-risk status. Client Service Provide an efficient, friendly and professional service to both Clients & Mortgage Advisers. Respond to queries from Mortgage Advisers, colleagues, and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required. Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure, and company service standards. Ensure that information on Intelligent Office is accurate and up to date. Prepare correspondence for the Mortgage Advisers, as and when required. Training and Development: Drive professional development forward with the support of your line manager to ensure competency across all areas. Communication: Develop and maintain good working relationships with all client support administrators, Mortgage Advisers, and management teams in order to provide an efficient and effective service to the Adviser and CdV clients. WHAT YOU WILL NEED
Previous experience in mortgage administration preferred. Basic knowledge of regulatory requirements. Experience of working within defined service standards, policies, and procedures. Good knowledge of Microsoft Office. Good communication skills, both oral and written. Excellent planning and organisational skills. Excellent accuracy skills and attention to detail. An excellent team player with an adaptable and flexible approach to work. Ability to build and develop effective working relationships at all levels. WHAT'S IN IT FOR YOU?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus. A day off for your birthday. Life assurance – 4 x salary. Comprehensive induction and training programme. Funded exams and paid study leave. A wide range of voluntary flexible benefits to suit your individual needs. The option to buy additional holiday days. Cycle to work Scheme. Two paid volunteering days each year, to support your local community. Employee Assistance Programme with access to a 24/7 helpline. Access to our free mortgage service, through our internal mortgage team. Our Employee Forum and Diversity & Inclusion group. Local and company-wide events in support of our company charities.
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Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems. The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any submitted mortgage and/or protection business. The role holder will be responsible for processing business through until completion or on-risk. WHAT YOUR ROLE WILL INVOLVE
New Business Liaise with lenders and providers on progress of mortgage applications. Request and upload all required documentation from the Client as required by the lender or provider. Liaise with any 3rd parties involved in the process. Update Advisers and Clients of progress on outstanding cases. Upload relevant data onto the CRM database. Ensure all incoming/outgoing post is distributed and scanned. Follow up on submitted business through to completion and on-risk status. Client Service Provide an efficient, friendly and professional service to both Clients & Mortgage Advisers. Respond to queries from Mortgage Advisers, colleagues, and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner. Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required. Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure, and company service standards. Ensure that information on Intelligent Office is accurate and up to date. Prepare correspondence for the Mortgage Advisers, as and when required. Training and Development: Drive professional development forward with the support of your line manager to ensure competency across all areas. Communication: Develop and maintain good working relationships with all client support administrators, Mortgage Advisers, and management teams in order to provide an efficient and effective service to the Adviser and CdV clients. WHAT YOU WILL NEED
Previous experience in mortgage administration preferred. Basic knowledge of regulatory requirements. Experience of working within defined service standards, policies, and procedures. Good knowledge of Microsoft Office. Good communication skills, both oral and written. Excellent planning and organisational skills. Excellent accuracy skills and attention to detail. An excellent team player with an adaptable and flexible approach to work. Ability to build and develop effective working relationships at all levels. WHAT'S IN IT FOR YOU?
By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Opportunity to earn an annual bonus. A day off for your birthday. Life assurance – 4 x salary. Comprehensive induction and training programme. Funded exams and paid study leave. A wide range of voluntary flexible benefits to suit your individual needs. The option to buy additional holiday days. Cycle to work Scheme. Two paid volunteering days each year, to support your local community. Employee Assistance Programme with access to a 24/7 helpline. Access to our free mortgage service, through our internal mortgage team. Our Employee Forum and Diversity & Inclusion group. Local and company-wide events in support of our company charities.
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