Mortgage Client Exceutive, Mansfield (JR-1961)

• Handling inbound and outbound calls.
• Inputting all new mortgages cases on Intelligent Office system
• Keeping all mortgage cases updated.
• Maintain client records and update Client info to keep an effective audit trail.
• Maintaining expected commission payments and following up due payments with the lenders, third parties, and clients
• Processing client fees and raising invoices. 
• Dealing with inbound and outbound post.
• Producing any correspondence as and when required.
• Completing Client ID checks with referrals to the Compliance team.
• Collate and check Client documents ready for the Advisers to submit mortgage applications.
• First port of call for Lenders, Insurance Companies, Solicitors and Clients to ensure a smooth Client journey and to keep all parties moving towards mortgage completion.
• Booking and maintaining Client appointments.
• Ensuring acceptance terms and mortgage offers received as promptly as possible and checking these against application/illustration.
• Electronic filing of Client correspondence and all other relevant documentation.
• Provide a weekly update of Advisor pipeline which will include fees to be paid.
• Provide a weekly update of each Advisor’s cases outlining where each case currently sits within the process and expected timelines for completion.
• Build strong working relationships with all Colleagues across the business in order to successfully collaborate to ensure a smooth workflow and effective communication.
• Provide support and assistance to other team members to ensure tasks are completed on schedule and deadlines are met.
• Undertake project work and additional duties as and when required.
• Act in accordance with Compliance procedures and FCA Regulations at all times to ensure regulatory requirements and company policies are correctly followed.
• Work with your line manager to create a personal development plan and agree CPD activity.

• Experience of working with Microsoft Office products including Word, Excel, Outlook and PowerPoint, or similar tools.
• Ability to work well under pressure using your own initiative, on your own as well as part of a team.
• Desire to deliver exceptional service at all times and strong focused approach to achieving the best outcome for the Client and the business.
• Ability to consistently deliver within service standards.
• Excellent organisational skills, flexible and proactive approach to getting the job done.
• Strong interpersonal skills, both written and verbal communication.
• Accuracy and attention to detail to balance demands of role.
• Desire to learn and build skills and ability through Personal Development Plan.
• Organised and efficient, manages their own time effectively and prioritises to maximise productivity.
• Adopts and demonstrates a proactive approach at all times.
• Self-motivated, works consistently with little supervision and takes a proactive approach to their work.
• Reflects on their style and finds ways to adapt to others in varying situations.
• Adaptable to change and takes on-board feedback positively and identifies ways to address development needs or skill gaps.
• Recognises the benefits of change and adopts an optimistic approach. Responds creatively and flexibly to changing circumstances.
• Previous experience of working in similar role with a full understanding of the house buying and mortgage process.
• Experience of working in an environment of significant change.
• Experience of working within an FCA regulated business.

Benefits 

• 25 days hols
• Group Life Assurance 4 x Salary at date of death.
• Group Pension Scheme
• Group Income Protection
• PMI