Role: Mortgage Services Administration Support
Location: Dorset
Our client is an award winning and highly customer focussed financial services provider. They have an exciting opportunity for a Mortgage Services Administrator to join their underwriting team.
The main purpose of the role is to provide administrative support to the post-application assessment process and to assist in the provision of administration support in relation to customers who are experiencing payment difficulty
Duties will include: -
• Conduct application processing and pre-underwriting checks packaging the case ready for underwriting
• Chasing/requesting outstanding documents
• Acknowledgment of receipt of case and collection of fees
• Updating of the Society’s internal CRM system and broker portal.
• Liaising with Brokers and Business Development Managers
• Instructing mortgage valuations
• Packaging Mortgage Offers
• Inbound call handling of application updates for direct customer and broker calls
• Assist in providing support for customers in payment difficulty.
Ideally the successful candidate will be:
• Confident, professional and engaging telephone manner
• Capability to work under own initiative as well as part of a team
• Excellent data entry skills with the ability to decipher information
• Willing to embrace change and to learn new skills
• Excellent customer service levels with a flexible and positive “can do” attitude
• Proficient in Microsoft Office applications (particularly Word, Excel)
• Financial Services background (desirable not essential).
• CeMAP qualified (or prepared to study for CeMAP)
• Experience of dealing with customers in vulnerable situations (desirable not essential).