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Mortgage and Life Administrator

Job Title: Mortgage and Life Administrator
Contract Type: Permanent
Location: Fulham, London
Industry:
Salary: Negotiable
Start Date: 18/03/2019
Reference: BBBH11958_1551101792
Contact Name: Sean Elsworthy
Contact Email: Sean.Elsworthy@acornpeople.com
Job Published: February 25, 2019 13:36

Job Description

Mortgage and Life Administrator.
Job title: Mortgage and Life Administrator.
Salary: £24,000 - £32,000 per annum plus additional benefits.
Location: Fulham.

Fantastic opportunity to join a successful mortgage broker based in London. The Mortgage and Life Administrator will be working directly with the company's top broker.


General duties:

* Communicate with and establish courteous relationships with Clients.

* Manage all mortgage cases from submission, to offer, exchange and completion.

* Liaising with banks, lenders and clients to ensure the highest level of service possible is attained.

* Completing the Client Completion Packs (including the distribution of champagne and referral vouchers).

* Ensure a high level of data input accuracy is recorded at all times.


Mortgage case management:

* Liaise between lenders, solicitors, surveyors, clients and colleagues to progress mortgage cases.

* Manage all mortgage cases to offer, exchange and completion and keep client's updated.

* Raising all new cases on the in-house software Mortgage Stream, Pipeline and Horizon.

* Ensuring that all case paperwork and client correspondence is up to date and filed away appropriately.

* Ensuring that all the required case documentation is forwarded to the lenders and solicitors.


Life insurance case management:

* Liaising with insurance providers, clients, colleagues and GP surgeries, dealing with their queries concerning the life and general insurance applications.

* Ensuring clients understand the terms and the extent of the cover provided in line with industry regulations.

* Getting suitable terms for clients from providers.

* Raising new life insurance and general insurance cases within the Mortgage Stream system and Pipeline and Horizon software system.

* Ensuring that all case paperwork and client correspondence is up to date and filed away appropriately.

* Ensuring that all the required case documentation is forwarded to the life insurance providers.

* Working with and adhering to company and FCA policies and procedures.


Applicants must have CEMAP qualification.


If you feel your experience can fulfill this role and you are interested in working for a fantastic company, please apply via the link.

Acorn Recruitment acts as an employment agency for permanent recruitment.