Mortgage Administrator

Job Overview

Small, well established Financial Services firm looking for an experienced, proactive mortgage administrator with proven experience within the industry. Based on the outskirts of Shrewsbury, easily commutable from the A5, with free, onsite parking. Full time hours 9am-5pm, however precise hours may be flexible for the right candidate. Salary c£26-£28k. 28 days holiday pro rata (including bank hols and Xmas closure)

The role involves managing and reviewing financial data in preparation for applications, managing full application process by liaising with both clients and providers by telephone and email. Full support to advisers and internal company wide administration duties also. Preliminary administration support to the pension and investments side of the business will also be part of the position.

The ideal candidate should have excellent administration experience, good IT skills, an accurate eye for financial detail and be a professional and confident communicator. Experience in mortgage processing or a very similar role within financial services would be essential, as will a degree of numerical and written accuracy.

Duties:

• Mortgage processing - information gathering, drafting reports, updating online and paper files, liaising with advisers, clients and providers, handling underwriting queries, case progression to offer.
• Pension processing - drafting letters of authority, obtaining information from providers, preparing adviser files for review
• Equity Release / Protection - general administration duties as arise
• General office administration - file completion, invoicing, invoice and commission reconciliation, renewal process as required.

Qualifications

• Proven experience in an mortgage administration, or minimum financial services-related role.
• Strong report writing and analysis skills
• Excellent communication skills, both written and verbal
• Proficiency in Microsoft Office applications, especially Word, Excel, and Outlook
• Knowledge of financial planning concepts is desirable
• Organised with exceptional time management abilities
• Customer service experience is advantageous
• Good understanding of IT systems relevant to finance operations
• Ability to work independently as well as part of a team
• Demonstrate organisational skills with attention to detail

This role is suitable for proactive individuals, capable of prioritising work on a day to day basis and with strong communication skills.

Job Type: Part-time

Pay: £26,000.00-£28,000.00 per year

Benefits:

• Company pension
• Flexitime
• On-site parking

Ability to commute/relocate:

• Shrewsbury SY3: reliably commute or plan to relocate before starting work (required)

Experience:

• Mortgage administration: 1 year (preferred)

Language:

• English (required)

Work authorisation:

• United Kingdom (required)

Work Location: In person