Location: Clapham

Salary: £18,000

A growing London broker expertise are critical illness insurance, life insurance, income protection, private medical insurance and buildings and contents insurance is looking for a Mortgage Administrator.

The Role

  • To ensure that the client’s expectations are managed throughout the process and their outcome is a positive experience.
  • Be able to work under pressure, as part of a team and individually as required by the demands of the role.
  • To be an excellent communicator and build sound relationships between all of the parties involved throughout the process.
  • To liaise with Lenders and Solicitors on behalf of the clients, and provide them with all of the required information.
  • Ensure that Mortgage Stream, Pipeline and Horizon (in-house software) are up to date and all relevant notes have been added to each of the systems.

Key Tasks

  • Establish courteous relationships with clients.
  • Meeting and greeting all visitors to the office.
  • Sorting and distributing all incoming post.
  • Answering and forwarding all incoming calls to the office to the correct departments.
  • Liaise between Lenders, Solicitors, Surveyors, Clients and Colleagues to progress cases.
  • Be aware of the potential for additional sales and cross-sales.
  • Raising New Cases within the Mortgage Stream system and Pipeline; Mortgage cases within the Horizon software system.
  • Ensuring that all current cases are up to date.
  • Ensure a high level of data input accuracy is recorded.
  • Maintaining the electronic filing system.
  • Ensuring that all the required case documentation is forwarded to the Lenders and Solicitors.
  • Completing the Client Completion Packs (including the distribution of wine & referral vouchers).
  • Ordering and managing office stationary and supplies.


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