Mortgage Administrator

Mortgage Administrator

Working hours: Monday - Friday, 9am - 5pm

Hybrid pattern offered: 2 days from home, 3 days in the office

Who are we?

Ernest Grant Mortgages (EGM) are a mortgage and protection advice practice based in Knowle, Solihull. We offer clients a lasting relationship built on our three core values: Efficiency, Communication and Expertise. We focus heavily on service to clients from our very first interaction, through to completion.

The role:

Due to expansion of the business, we are recruiting for a CeMap or equivalently qualified Mortgage Administrator to join us in our administration team.

Your role as a mortgage administrator is absolutely key to the success and reputation of the business. This role could be fantastic for someone who has been advising and wants to step away from the advice side of the business, or those with a proven track record of supporting advisers.

You will get to work closely with in-house advisers, estate agents, solicitors, and sales progressors to ensure that the client feels completely supported from all angles to make the right financial decisions and ultimately get the keys to their home in the shortest time possible.

Responsibilities:

• Onboarding of clients including ID’s, income proofs and other required documents to ensure that advisors can provide tailored advice from the 1st consultation.
• Ability to actively track submitted applications (both mortgage and protection) and provide updates to clients. This includes requesting extra documentation, updating lenders when required and liaising with estate agents/ solicitors/ sales progression to chase cases through to completion.
• Drafting regulatory documentation (suitability letters) for adviser final sign-off.
• Regularly updating advisors on progression of cases and highlighting mortgage offer & protection expiries to ensure the client journey is not delayed.
• Tracking procuration payments from lenders/ insurers following completions. Utilising CRM systems to ensure updates are well noted.
• Dealing with incoming calls and emails.
• Submission of mortgage & protection applications and the ability to transpose fact finds from advisors at both agreement in principle and full mortgage application stage.

Skills & Experience Required:

• Ideally, we are looking for you to be CeMap qualified/ Industry equivalent. However, applications without this will be considered on merit of experience.
• Financial services administration experience (ideally within mortgage administration).
• Ability to resolve problems quickly & efficiently whilst keeping relevant colleagues/ clients updated.
• Outstanding communication skills at all levels, both written and oral.
• Demonstrate a confident telephone manner & excellent customer service.
• Be passionate about what you do!

So, what's on offer:

If you're the right fit, we are happy to consider a salary of up to £30,000, dependent on experience and skills you can bring to the role.

There will be targets to work towards within the role so support/ development will be offered from day one.

• Hybrid work pattern: 2 days from home, 3 in office (Monday-Friday)
• 25 Days Holiday (Extra 1 for every year up to 30 days!) + Bank Holidays
• Take your birthday off as an extra holiday day!
• Health Cash Plan (Available after Probationary period)
• Death in Service (4 x Salary)
• Pension
• A company that promotes progression! We are passionate about progressing and developing our people. As your career blooms with us, we are happy to support further learning and development to ensure you are moving forwards.

Job Type: Full-time

Pay: £23,000.00-£30,000.00 per year

Benefits:

• Company events
• Company pension

Schedule:

• Monday to Friday

Experience:

• Financial services administration: 2 years (required)

Licence/Certification:

• CeMap qualified/ Industry equivalent (required)

Work Location: In person

Reference ID: Mortgage Advisor - Ernest Grant