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Mortgage Administrator

The Coast Partnership Ltd

We're really excited to advertise this position as it is with a fantastic, fresh new and genuinely good fun Mortgage and Protection Broker.

  • The role is offered on a hybrid basis ( 3 days in Chelmsford office)

A recently released role have developed due to natural business development.

You will be joining a small, friendly team providing top quality Residential Mortgage and Protection administration support to the advisers and their clients.

You will be a strong team player, but also able to work independently ( at home 2 days per week) using your initiative. You must possess excellent organisational skills with the ability to work to tight deadlines and handle multiple tasks simultaneously.

The Role:

  • Processing/administering a high volume of residential and BTL mortgages.
  • Dealing with adhoc queries from Mortgage/Protection Advisers/Clients/Providers
  • Tasks to be recorded and maintained via back-office systems
  • Maintenance of client files
  • Postal activity (incoming/outgoing)
  • New business processing (Online/Post)
  • Loading relevant data on to back office
  • Processing Letters of Authority
  • Liaise with 3rd Party Providers & Paraplanners
  • Gather quotes / illustrations / Fact Sheets / Order Projections
  • Update advisers & clients of progress on New Business cases
  • Maintenance of all client policy data

This position is available immediately, offering a competitive basic salary and interviews are available ASAP. If you are an experienced Mortgage administrator not enjoying your current position, this one is highly recommended.