Position: PA, Mortgage Administrator & Client Services Specialist
Location: Chelmsford, CM2 6XW
Type: Full-time (with Part-time option, 25 hours per week)
Role Overview
This multifaceted role is an amalgamation of a Personal Assistant, Mortgage Administrator, and a Client Services Specialist. If you're someone who thrives in a dynamic environment, with a knack for relationship management and impeccable organisational skills, we invite you to be part of our success story.
Key Responsibilities
- Answering calls and adeptly handling client queries.
- Managing online enquiries with a focus on booking appointments for our advisers.
- Nurturing relationships through regular communication with clients and prospects.
- Assisting mortgage advisers to augment sales.
- Demonstrating an in-depth understanding of the business to set priorities and manage expectations.
- Ensuring the CRM database is accurate and regularly updated.
- Handling invoices, overseeing payments, and collating essential client files for compliance checks.
- Championing relationship management across all verticals – directors, clients, advisers, and teams.
- Continuously seeking innovative ways to support the business and the team.
What We Expect from You
- Alignment with our core values: Proactive, Positive, Professional, and Personal.
- Prior experience in the mortgage industry.
- Proficiency in MS Office, with a strong command over English.
- Exceptional organisational and multitasking abilities.
- Tech-savvy, with familiarity in office management systems and procedures.
- Outstanding verbal and written communication skills.
- Unwavering discretion and commitment to confidentiality.
About Active Mortgages
Active Mortgages is an award-winning mortgage and insurance brokerage, committed to providing outstanding service to self-employed advisers and our consumer clients. As we continue to grow, we are looking for a dedicated individual to join our team, someone who mirrors our core values and is poised to contribute positively to our ever-evolving journey.
We're all about fostering relationships and driving success. If you're ready to be a pivotal part of our journey, let's get started!
Job Types: Permanent, Full-time
Pay: Up to £35,000.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Free parking
- On-site parking
Experience:
- Mortgage brokerage: 2 years (required)
Work Location: Hybrid remote in Chelmsford CM2 6XW
