Fast paced, varied and demanding.
Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients.
We will provide full training on all the supporting functions and systems.The role holder will support Mortgage Advisers and will be the Client's main point of contact for any submitted mortgage and/or protection business The role holder will be responsible for processing business through until completion or on-risk.WHAT YOUR ROLE WILL INVOLVENew BusinessLiaise with lenders and providers on progress of mortgage applications.Request and upload all required documentation from the Client as required by the lender of provider.Liaise with any 3rd parties involved in the process.Update Advisers and Clients of progress on outstanding cases.Upload relevant data on to CRM database.Ensure all incoming/outgoing post is distributed and scanned.Follow up on submitted business through to completion and on-risk status.Client ServiceProvide an efficient, friendly and professional service to both Clients & Mortgage Advisers.Respond to queries from Mortgage Advisers, colleagues and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required.Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.Ensure that information on Intelligent Office is accurate and up to date.Prepare correspondence for the Mortgage Advisers, as and when required.Training and Development:Drive professional development forward with the support of your line manager to ensure competency across all areas.Communication:Develop and maintain good working relationships with all client support administrators, Mortgage Advisers and management teams in order to provide an efficient and effective service to the Adviser and CdV clientsWHAT YOU WILL NEEDPrevious experience of the mortgage administrationBasic knowledge of regulatory requirementsExperience of working within defined service standards, policies and proceduresGood knowledge of Microsoft OfficeA proven track record in delivering excellent client satisfactionGood communication skills, both oral and writtenExcellent planning and organisational skillsAccurate keyboard skillsExcellent accuracy skills and attention to detailAn excellent team player with an adaptable and flexible approach to workAbility to build and develop effective working relationships at all levelsWHAT'S IN IT FOR YOU?By joining Chase de Vere, you'll have a progressive career with great benefits and a nurturing culture that makes you part of something special.Opportunity to earn an annual bonus25 days holiday, plus bank holidaysA day off for your birthdayLife assurance – 4 x salaryComprehensive induction and training programmeFunded exams and paid study leaveA wide range of voluntary flexible benefits to suit your individual needsThe option to buy additional holiday daysCycle to work SchemeTwo paid volunteering days each year, to support your local communityEmployee Assistance Programme with access to a 24/7 helplineAccess to our free mortgage service, through our internal mortgage teamOur Employee Forum and Diversity & Inclusion groupLocal and company wide events in support of our company charities