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To provide comprehensive and efficient administration support to the consultant and clients when effecting mortgages, ensuring all aspects of the support function are organised and deadlines met. To produce client specific reports and letters based upon technical research.
• Produce loan quotations using various software packages in a timely and accurate manner.
• Process and vet new mortgage applications in an accurate and timely manner.
• Assist Consultant in obtaining Money Laundering requirements.
• Ensure the smooth running of all applications, keeping the client informed at each stage.
• Liaising with lenders, estate agents, solicitors and clients to ensure mortgages are placed quickly and efficiently.
• To provide clients and consultants with regular updates on the progress of cases.
• To accurately record client and mortgage details on 1st Software.
• Take ownership for each case from cradle to grave.
Administration:
• Communicating with clients both at outset and at mortgage renewal stage.
• Dealing with general queries from clients and consultants.
• To contribute to day-to-day activities, post, filing, general office housekeeping as required.
