Mortgage Administrator

Freedom Financial

View: 107

Update day: 07-05-2024

Location: Dundee Scotland

Category: Finance / Bank / Stock

Industry: Finance

Job type: Full-time, Permanent

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Job content

Mortgage PA & Administrator

As a PA you will be supporting the existing mortgage adviser and administrators.

Full training, support and guidance is provided. Their enquiries come from all over the UK which means we operate predominately as a telephone-based business. The office is fun and friendly with a work hard attitude to make it happen. This role is varied and therefore all round administration skills is essential.

We are keen for the right people to progress from PA to full Paraplanning.

Your week to week will consist of the following

  • Assisting Mortgage adviser with speaking to lenders
  • Research of the mortgage market
  • Submitting agreement in principals
  • Submitting formal mortgage and protection applications
  • Managing the company CRM
  • Speaking with Mortgage lenders, solicitors, estate agents and insurers
  • Maintaining exceptional client’s relationships
  • Undertake in basic underwritten duties
  • Copying and scanning relevant documents

Experience and Qualifications

  • Must have office experience
  • Mortgage experience preferred but not essential
  • Confident telephone manor
  • Attention to detail
  • Process driven
  • Keen desire to learn and excel

The Benefits

  • Personal Development
  • Career progression
  • Free weekends (Employed is Monday to Friday)
  • Quarterly social events as a team
  • Being part of a growing team

Job Types: Full-time, Permanent

Salary: £17,374.00-£23,400.00 per year

Benefits:

  • Company events
  • Cycle to work scheme

Schedule:

  • 8 hour shift
  • Monday to Friday
  • No weekends

COVID-19 considerations:
Hand sanitising provided, workstations are 2m apart

Ability to commute/relocate:

  • Dundee, DD1 4DW: reliably commute or plan to relocate before starting work (required)
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Deadline: 21-06-2024

Click to apply for free candidate

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