Clark James Recruitment are working with a leading Mortgage business who are based In Bournemouth.
Due to expansion, our client are looking to recruit an experienced Mortgage Administrator/PA to support the Company Directors.
Role
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An organised individual to support with Mortgage pipelines.
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Client contact and pre/post offer work tasks.
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Packaging applications, so a detailed understanding of all lenders systems is key.
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Chasing outstanding/additional documents from clients/agents.
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Sending/amending offers.
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Dealing with pre and post offer enquiries with lenders and solicitors.
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Booking clients into the diary for rate reviews, organising meetings and appointments.
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Completing medical questions for protection applications.
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Generating the suitability report for each advice journey.
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Ensuring all advice notes for each journey are accurate and relevant.
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Responding to file review checks and assisting the adviser in the completion of any remedial work.
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Acting as a first point of contact for callers, dealing with emails and phone calls by responding, passing on messages or highlighting them for our attention.
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Running MI reports.
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Collating and filing invoices.
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We are looking for an individual who has a depth of knowledge of mortgage application process and who is highly organised.
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Full or part time considered.
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Office based, our client may consider some remote working.
Candidate
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Previous experience within Mortgages essential.
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Previous experience working as a PA a strong advantage.
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CeMAP qualification an advantage.
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May suit an ex-Mortgage Broker that does not wish to work within a selling capacity.
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An understanding of the full application process and advice process is a strong advantage.
Package