Mortgage Administrator
2 days ago
**Job description**
Are you looking for an exciting career in property? Our client has a reputation for excellence in the Residential Sales sector and an opening has arisen for an Assistant to work within its team.
**The role will include the following duties: (This list is not exhaustive)**
- Data input of factfinds and preparing of mortgage and insurance suitability reports and submission of cases onto CRM for checking by compliance.
- Completing electronic idv checks for clients.
- File maintenance of clients.
- Preparing mortgage and insurance quotes.
- Follow up mortgage leads in progress and book appointments in advisors diary
- Some PA duties - booking of meetings etc /chasing clients for outstanding paperwork /assisting advisor in managing diary.
- Use of excel to organise client referral and follow up activities.
- Managing sales progression of mortgage and insurance cases in pipeline/dealing with solicitors in this process to introduce cases and monitor progression with them
- Setting up and updating advisors LinkedIn and social media -Facebook.
- Help with creating marketing material in adherence to compliance procedures.
- Updating advisors digital registers with cpd and compliance training.
- Regular contact of existing client base to book review meetings.
**The skills required for this PM role will include**:
- **Previous experience working with UK brokers**
- **CeMap qualified**
- High level of customer service skills
- Well-presented and well-spoken
- Driven, ambitious and self-motivated
**Hardware Requirements**:
- Own computer or laptop.
- ADSL/ FIBRE internet line.
- Headphones for use with our VOIP phone system.
- Anti-virus installed.
- UPS/Back-up Battery for load shedding
**Working hours**:
- Monday to Friday (9am to 6pm) UK Time.
**Job Types**: Full-time, Permanent
**Salary**: R18,000.00 per month
**Experience**:
- working with UK brokers: 2 years (required)
License/Certification:
- CeMap qualification (preferred)
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