You must have at least 2 years experience as a mortgage administrator within the last 3 years to apply for this role.
Job Description:
An exciting opportunity has arisen within a fresh, fast growing financial advice firm in Lincoln for a Mortgage Administrator. You will be a part of our Mortgage Team, supporting each other in a busy office environment, in this office-based role.
You will be exceptionally organised with an excellent attention to detail. You will show confidence on the phone with a friendly, outgoing manner. You will have excellent administrative skills with strong software and digital tools.
You will also have a minimum of 2 full years of mortgage administration experience already, experienced at managing high levels of new business.
When you join our team, you will be an important part of a great culture with a fresh approach where you'll be able to innovate and contribute towards our success.
About Almond Financial
We're extremely approachable and value every relationship we have with our clients. Our popularity is continuously increasing and we're becoming more recognised throughout the region through our reputation and client reviews.
Our friendly and ambitious team strive to become one of the leading financial advising companies in the County. Our values and culture circulate around honest and caring customer service, with a passion for making sure they get the right product for their needs every time.
We are a company that values our team; the ideas that are put forward and the experiences they have. If you are looking for an opportunity to make a big impact and progress rather than just another 'job' then this will be the place for you.
We encourage our people to share any ideas and thoughts they may have around ways in which we can improve and provide an even better service to our clients. Your contribution and feedback will be greatly welcomed as we look to grow and achieve our goals together.
An immediate start is available, and when you join our team you will be an important part of something fresh where you'll be able to innovate and contribute towards our success.
In return, you'll get a fair salary but also rewarded based on company performance and growth.
Responsibilities ..
- Completing mortgage and protection advice reports and research.
- Speak with lenders and protection providers regarding client-specific scenarios
- Support advisers with more complex cases and problem-solving
- Prepare and manage client communications and supporting documentation
- Submitting mortgage applications accurately and efficiently
- Managing cases from submission through to completion
- Chasing lenders, solicitors, and clients to progress cases
- Providing regular updates to lenders, solicitors, and clients
- Handling inbound and outbound telephone calls confidently
- Maintaining and updating CRM systems accurately
- Ensuring cases are progressed in a timely and efficient manner
- Working effectively in a fast-paced, high-volume environment
- Supporting a whole-of-market brokerage operation
We need someone who is able to hit the ground running, but we know that doesn't necessarily mean many years’ of experience. We need a professional with an appetite to succeed and continually establish and cement themselves into this important role.
Attention to detail and high standards of work are a must, with the ability to collaborate and contribute as part of a team as well as being able to deliver on time for tasks they are solely accountable for.
Bonus Points
- Prior experience with the Quilter network specifically Xplan and XPM.
Benefits
In return, you'll get a generous salary but also rewarded based on company performance and growth:
- We operate a 4 day working week, our working hours: 9am - 5pm, Monday to Thursday.
- Salary is dependent on experience and ability to hit the ground running.
- A generous holiday allowance, which increases the longer you’re with the company.
- 8x Death in Service Cover
- Fully Funded Private Medical Insurance
- Income Protection this will be paid at up to 80% of your salary, up to the age of 67 and will be deferred for 13 weeks from your start date.
- 5% Employer Pension Contributions
- Your birthday (or substitute day) off as a gift
- Access to industry leading conferences and training events
Job Type: Full-time
Pay: From £25,000.00 per year
Benefits:
- Company events
- Company pension
- Life insurance
- On-site parking
- Private medical insurance
Work Location: In person
