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Job Description

Company And Role Overview -

Are you ready to dive into the fast-paced world of mortgages and protection services? Join our vibrant team and become an essential member of our close-knit group! As a key player, you'll provide crucial administrative support to our Mortgage Team, ensuring seamless operations from application processing to client service. With around 20 applications and £40,000 of procuration fees managed each month, your attention to detail, productivity, and dedication to client happiness will be the driving force behind our success. Ready to take on this thrilling adventure? Your journey starts here, with direct reporting to our esteemed Mortgage Director!

Main Responsibilities –

  • Handling the submission and processing of mortgage, protection, and equity release transactions
  • Preparing and dispatching documentation using secure platforms like DocuSign
  • Methodically recording and organizing all pertinent correspondence for proper documentation
  • Upholding the highest standards of professionalism and accuracy in client interactions
  • Inputting new cases into Intelligent Office and ensuring the accuracy of mortgage data
  • Sustaining the resource library for the mortgage department, including updating documents like Terms of Business and Factfinds as needed

Requirements –

  • Possess a minimum of one year of experience in a comparable role, preferably within the mortgage sector
  • Demonstrate a solid understanding of life and mortgage-related products and regulations
  • Exhibit agility in swiftly adjusting to evolving priorities and tackling new obstacles
  • Showcase adeptness in fostering robust and proactive working connections with Mortgage Consultants and their clientele


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