Mortgage Administrator

Chase de Vere is a national, award-winning independent financial advice firm established in 1969. We offer tailored, whole-of-market solutions and provide expert financial advice to individuals and businesses. Our purpose is to help clients "be future confident," which also means empowering our employees with the tools, support, and opportunities to thrive in their careers. At Chase de Vere, we value excellence, integrity, and personal growth. Joining our team means being part of a supportive environment where your professional development is prioritised, and your contributions are recognised. If you’re looking for a place where you can make a real impact and grow your career, consider Chase de Vere. Together, we help clients achieve financial security and peace of mind for the future.

Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems. The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any submitted mortgage and/or protection business The role holder will be responsible for processing business through until completion or on-risk.

WHAT YOUR ROLE WILL INVOLVE

New Business

• Liaise with lenders and providers on progress of mortgage applications.
• Request and upload all required documentation from the Client as required by the lender of provider.
• Liaise with any 3rd parties involved in the process.
• Update Advisers and Clients of progress on outstanding cases.
• Upload relevant data on to CRM database.
• Ensure all incoming/outgoing post is distributed and scanned.
• Follow up on submitted business through to completion and on-risk status.

Client Service

• Provide an efficient, friendly and professional service to both Clients & Mortgage Advisers.
• Respond to queries from Mortgage Advisers, colleagues and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
• Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required.
• Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
• Ensure that information on Intelligent Office is accurate and up to date.
• Prepare correspondence for the Mortgage Advisers, as and when required.

Training and Development:

• Drive professional development forward with the support of your line manager to ensure competency across all areas.

Communication:

• Develop and maintain good working relationships with all client support administrators, Mortgage Advisers and management teams in order to provide an efficient and effective service to the Adviser and CdV clients

WHAT YOU WILL NEED

• Previous experience of the mortgage administration preferred
• Basic knowledge of regulatory requirements
• Experience of working within defined service standards, policies and procedures
• Good knowledge of Microsoft Office
• A proven track record in delivering excellent client satisfaction
• Good communication skills, both oral and written
• Excellent planning and organisational skills
• Accurate keyboard skills
• Excellent accuracy skills and attention to detail
• An excellent team player with an adaptable and flexible approach to work
• Ability to build and develop effective working relationships at all levels

By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special. Alongside a competitive salary with the opportunity to earn an annual bonus, we also provide the below benefits:

• 25 days annual leave (increases to 30 days with service) plus Bank Holidays
• Contributory pension scheme
• Life assurance – 4 x annual salary
• Comprehensive induction and training programme
• Funded exams and paid study leave
• A wide range of voluntary flexible benefits to suit your individual needs
• The option to buy additional holiday days
• Cycle to work Scheme
• Paid volunteering days each year
• Employee Assistance Programme with access to a 24/7 helpline
• Access to our free mortgage service, through our internal mortgage team
• Our Employee Forum and Diversity & Inclusion group
• Local and companywide events in support of our company charities

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