An exciting new opportunity has arisen with a leading Wealth Management firm based in Wrexham, to join their successful Mortgage team by providing daily administrative support to our in-house Mortgage Advisers.
Mortgage Administrator - Key Duties and Responsibilities:
- Preparation of documentation for client meetings
- Creation and maintenance of new and existing client records on the systems
- Ensuring details on mortgage application are correct and the most up to date information as possible. Obtaining further information from client where required
- Consistent and regular case tracking with mortgage lenders to see where each case is up to - chasing and providing any further info that is required to obtain offers as quickly as possible
- Ensuring all compliance documents are completed and documented on each case
- Writing a comprehensive suitability letter whilst adhering to set timescales
- Liaising with Solicitors and building up professional relationships with third parties to assist in the forward movement of a case
- Arranging client welcome cards and gifts
- Appointment making
- Answering of Incoming office calls
- Reprioritise workload to ensure that all urgent work is actioned in a timely manner
- Be involved and contribute at team meetings
Person Specification:
- Previous experience in Mortgage Admin or similar role is advantageous
- Genuine interest in Financial Services
- High level of attention to detail
- Highly organised and works with a proactive attitude
- Ability to multitask and manage a high number of cases at any one time
- Excellent written and verbal communication skills
- Excellent IT Skills
- Approaches work positively with a can-do attitude and take responsibility for own tasks
- Manages time effectively and can work within set timescales
- Works well as an individual and as part of a large team
Benefits.
- 30 days holiday (inclusive of bank holidays, increasing with length of service, Christmas company Shutdown is also in addition)
- NHS Top up Medical Cash Plan (increasing with length of service)
- Gym membership
- Free onsite parking
- Exam support and funding
- Discretionary company and individual performance bonus
- Team socials
Next Step
Does this sound like an opportunity that aligns with your career ambitions?
For this immediate opportunity please forward your cv to Graham Hughes today graham@ircfs.com
We look forward to starting your journey with you!