About us
Hannie & Co Financial (previously Mortgages with Hannie & Co) is a small but fast growing business in Silsden. We are customer-centric, fast-paced, collaborative, and our goal is to provide unique and quality advice..
Our work environment includes:
- Modern office setting
- Growth opportunities
- Casual work attire
- Relaxed atmosphere
- On-the-job training
- Company perks
This is a varied role in which you will have the opportunity to showcase your amazing customer service skills, liaising with clients, suppliers and third parties. You will play a key role, supporting the team in a range of administration tasks, effectively prioritising your own workload and will have the chance to further develop your administrative and technical skills in a busy office.
Ensuring the smooth running of the office day-to-day, you will be the first point of contact for many customers, via email and telephone as well as face to face, so the ability to build rapport and develop quality commercial relationships is essential. Additionally, you will process files, submit applications, accurately record data, and will ensure all file information is up to date, so you will be accustomed to working effectively while maintaining the highest standards of quality and accuracy.
In return you will be fulfilling a rewarding role, within a close-knit team; in a really positive and forward-thinking business. You’ll be learning from the best and will have an enormous sense of job satisfaction, delivering an outstanding service to clients.
The role is office based at 33 Kirkgate, Silsden Silsden, BD20 0AJ.
Purpose of role
The Mortgage Administrator will work closely with the team, complementing and supporting their day to day activities, to help them deliver a five-star service to the company’s valued clients.
What’s in it for you?
Training and development
Demonstrable career ladder
Opportunities for progression
Collaborative, rewarding and fun environment.
Team incentives
Understanding of operations within a directly authorised mortgage & protection business.
Competitive salary, with the opportunity to earn bonuses.
Flexible working
Essential duties and responsibilities
Check mortgage packs and documents as provided by clients to ensure full compliance throughout.
Submit mortgage and protection applications online.
Check progress of applied cases, obtaining regular updates and dealing with any lenders requests to ensure the application is progressed to offer as efficiently as possible.
Package documents and forward/upload to the lender.
Keep in contact with lenders and update Advisers on progress of applications.
Liaise with Estate Agents, Valuers, Lenders and Solicitors when required and appropriate.
Send review letters for all cases that are due for review within a specific time period.
Invoicing and managing client fee payments
Ensure that files are fully compliant and meet the standards required
Transfer documents and files to CRM Key system and input new mortgage details on the system.
Check client’s mortgage offers are accurate and match the details contained in the client’s illustration.
Proof-read and check suitability reports as written by colleagues.
General clerical and administration duties as requested.
Any ad-hoc and reasonable task, as requested.
Learn about the end-to-end mortgage broking process, with the possibility of working towards a Certificate in Mortgage Advice and Practice (CeMAP)
Key skills
Strong administrative and organisational abilities
Passion for providing outstanding Customer Service skills
Organised and able to prioritise workload in a fast paced environment
Resilient, positive, numerate and detail oriented
Excellent verbal and written communication skills
IT literate (MS Office, internet, email systems)
Education and experience
Essential
· Minimum Grade C (4) or above achieved in GCSE Maths and English
· Proficiency across the Microsoft suite of products
· Previous experience working within an administrative role
· Experience working within the financial services industry desirable
Job Types: Permanent, Full-time
Pay: From £24,600.00 per year
Benefits:
- Casual dress
- Company events
- Company pension
- Employee mentoring programme
- Referral programme
Application question(s):
- Will you be able to reliably commute to 33 Kirkgate, Silsden, West Yorkshire, BD20 0AJ?
Experience:
- Administrative: 1 year (preferred)
- Microsoft Office: 1 year (preferred)
Work Location: In person
