Website Worrall Mortgages
Job Overview
We are seeking a highly organised and detail-oriented Mortgage Completion Manager to join our Mortgage Brokerage in Garforth, Leeds.
The Mortgage Completion Manager will be primarily supporting the company Founder & Managing Director by engaging with clients, lenders, protection providers and third parties. This position requires a proactive individual who can manage multiple tasks
efficiently while maintaining a high level of professionalism.Responsibilities
Assist in the preparation of financial documents and reports, utilising basic maths skills
Management of client applications from first appointment to completion
Assessing client documents and ensuring that they are in line with polices, criteria and compliance
Chasing documents from clients and helping them complete fact finds if required
Interact with lenders to ensure smooth progress of client applications
Create letters and reports
Speaking to clients about insurance policies
Supporting advisors by conducting research with lenders and preparing for appointments
Promote the profile of the business within the profession and wider community
Handle incoming communications, including emails and phone calls, dealing with accordingly
Assist with data entry and database management to ensure information is up-to-date and accurate
Provide general support to visitors and staff, ensuring a welcoming environment
Skills
Strong organisational skills with the ability to prioritise tasks effectively.
Proficient in Microsoft Office Suite (Word, Excel,) and other relevant software.
Ability to work independently as well as part of a team.
High attention to detail and problem-solving abilities
Experience of working in a fast-paced environment and juggling multiple tasks effectively and efficiently
Must be trustworthy and have a high level of integrity
Provide a high level of customer experience
Engaging with clients confidently face to face and over the phone
Administration experience
Self-starter with a positive, proactive, confident attitude
Good communication skills and able to build trusting relationships with clients.
Must communicate in a fair and clear manner
Diary management
You will have a fantastic telephone manner
Previous mortgage administration/Paraplanner essential
Excellent written and verbal communication skills is a must
Benefits:
Company pension
Free parking
Bonus scheme
Flexible hours
Office based
If you are looking for an opportunity to contribute to a dynamic team while developing your administrative skills, we encourage you to apply for this position.
Job Type: Part-time
Expected hours: 15 – 20 per week
Benefits:
Company pension
Free parking
On-site parking
Bonus scheme
To apply for this job please visit uk.linkedin.com.