Mortgage Administrator

HFS Milbourne
Guildford, Surrey
Competitive salary
25 Apr 2019
22 May 2019
Contract Type
Full Time

Mortgage Administrator

Hours of Work: Full Time: Monday to Friday

Salary: Competitive salary dependent upon experience plus benefits


  • Required: Working towards Financial/Mortgage qualifications preferred.


  • Knowledge of Adviser Office (IRESS) or similar client database & associated quote/mortgage systems essential.
  • Microsoft Office (Outlook, Word & Excel particularly),
  • Adobe Pro;
  • ExWeb;
  • Exchange and other associated IFA packages not essential, but useful.

Brief Description

You will fully support the Mortgage & Equity Release Consultant in a busy top IFA practice based in Guildford, Surrey.

Please note that this role requires a proactive individual willing to undertake varied tasks in a growing company, including:

  • Inputting of new business onto client database
  • Mortgage sourcing and producing KFI’s utilising Mortgage Brain
  • Submitting on-line applications and forwarding supporting documentation to relevant lender
  • Compiling & maintaining file ensuring all compliance requirements are met
  • Liaising with lenders, solicitors, estate agents and clients during application process; obtaining updates and liaising as necessary with relevant parties; keeping track of time-line. Maintain detailed diary notes on the client database
  •  Proactively progress mortgage application through to completion; sending out Suitability Letters and enclosures to clients, and invoice instructions to finance team

You will possess:

  • Ideally minimum of 2-years’ experience in the mortgage industry and ability to focus on working efficiently to deadlines
  • A strong knowledge of financial products, particularly mortgages
  • A confident and professional communication manner, both written and oral
  • The ability to work independently and as part of a team.

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