Mortgage Administrator

  • Location: Cobham, Cobham
  • Function: Administration and Reception
  • Salary: 22K - 30K / Annum
  • Reference: 12719
  • Job Type: Permanent
Mortgage Administrator - 22-30,000


An opportunity has arisen for a professional and adaptable Mortgage Administrator to join our office in Cobham, Surrey.
You will be based in a busy office ensuring the business generated by the Practice is processed correctly and in a timely manner while also making and receiving telephone calls on behalf of the Practice.
The Role:

- You will be working directly with the Company Directors.
- Maintain constant contact with all parties involved in the mortgage process, including clients, consultants, vendors and lenders, to ensure mortgage and insurance cases are progressing to customer requirements.
- Processing mortgage cases, checking current and new cases for relevant information and documents.
- Chase relevant parties for required documentation and updates on the mortgage application.
- General Correspondence - use of email/telephone/post communication.
- Investigate and respond to queries.
- Check documents received carefully for errors and update onto our database system.
- Updating and completing various tasks on our database system.
- Do all diary tasks on a daily basis and update the database and inform the relevant advisers.
- Collating client information, organising client reviews, preparing illustrations and working with internal processing systems.
- You will be given full training on the relevant IT systems, so proficient IT skills are a necessary.
- You will be liaising with third parties on a daily basis.
- Full training will be given should you wish to progress to becoming a Mortgage / Protection Adviser

The Person:

- Confident, numerate, IT proficient and professional individual who enjoys using their initiative and who has a `cando` working style.
- Excellent communication skills and highly organised.
- Excellent computer and data entry skills.
- Excellent Customer Service.
- Ideally you will have been working for an IFA or Financial Services company and have some experience of the administration of Mortgages and Protection products. However graduate applications welcomed.
- Conscientious
- You will have contact with clients, and it is essential that you are confident in dealing with third parties and can work with total discretion.

Unfortunately due to the volume of applications we receive, if Copperfield Recruitment Ltd has not contacted you within five days of your application then please assume you have been unsuccessful on this occasion.

Please note that by applying for this vacancy you accept Copperfield Recruitment Ltd`s Privacy Policy and GDPR Policy which can be found at our website and therefore give us consent to contact you.

Copperfield Recruitment Ltd are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer.

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