Mortgage and Protection Administrator
Job Profile:
Company overview
Clayhall Financial Services have been giving honest, transparent and trusted advice since 2005. We support and guide our clients through a maze of mortgage and insurance options whether first time buyers, professional landlords and everyone in between.
By understanding their circumstances and providing transparency in the options available, our clients can choose tailored solutions that align with their goals and aspirations.
We work with the best providers the mortgage and insurance markets have to offer, with a range of competitive and reliable products.
Job description- Submission of mortgage applications to mortgage lenders
- Managing cases and pipeline from pre-submission to post completion.
- Progressing cases with lenders, solicitors and providers to ensure applications are processed in a timely manner.
- Obtaining outstanding / required documents from clients and supplying them to lenders, providers, and solicitors.
- Progress reporting to advisers for existing pipeline and providing a list of upcoming reviews.
- Contacting clients by phone and email to provide updates and make them aware of upcoming reviews.
- Ensuring client documents are stored and filed correctly.
- Using our ‘Toolbox’ CRM system to type up fact finds, recommendation letters, and creation of policy records.
- Policy reconciliation for commission runs.
- Maintaining good relationships with our existing and new clients
- Protection administration, completing client fact find, adding compliance to toolbox, tracking case notes, reconcile policies.
This is alongside the typical office / clerical and administrative duties like phone answering, greeting clients etc.
Benefits
We offer a supportive, friendly environment where we encourage our staff to learn the business inside out and we give full training on our products and systems. As well as this, all staff are entitled to:
- Starting Salary £25,000
- 28 days holiday (incorporates bank holidays)
- Closure for Christmas (as additional days, not required to be taken out of your annual leave allowance)
- Hybrid working or option to work from home
- Pension scheme
- Flexible working hours
- Annual discretionary bonus
- Automatic day off for your birthday
- Company funded mamograms
- Various social events throughout the year!
Location:
This role is Hybrid postition, but the firm can also offer a fully remote package
Clayhall Financial Services Ltd, Telecom House, 15 The Broadway, Woodford IG8 0HL.
Clayhall Financial Services is an equal opportunities employer who welcomes applications from all candidates regardless of their race, colour, religion, national origin, sex, physical or mental disability, or age.