Job Information

• Our Client a firm of Financial Advisors based in Altrincham requires an experienced Mortgage Administrator ideally CeMap Qualified.
• Provide an efficient new business processing service liaising with lenders and solicitors ensuring that new business is set up correctly from application to completion
• Provide administration support in relation to the mortgage application process and initial documentation requirements,often requesting documents from clients



• Ensuring that all client information is stored on the relevant system and it is updated accurately and timely checking that all compliance requirements are met



• Providing an effective link between the client and the consultant ensuring that both are kept up to date with all matters relating to the mortgage and related products
• Issuing documents to clients where appropriate and ensuring that they are issued within the agreed turnaround times e.g. terms of business, key facts, mortgage illustrations and suitability letters



• Keying of mortgage applications as required by brokers



• Contribute to the creation and maintenance of procedure documents for the Mortgage Team and ensure they are kept up to date as required



• Undertake reporting as required to the Client Support Manager in relation to the number of cases that are active and in pipeline, in addition to cases completed



• Review workflow practises on an ongoing basis to improve efficiencies within the Mortgage Team



• Provide training, mentoring and guidance to the junior Mortgage Administrators as required

Financial Advisors in Altrincham