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Mortgage Client Exceutive, Mansfield (JR-1961)

£22000 - £24000 plus benefits
Mortgage Client Executive
£22,000 - £24,000 plus benefits
This is an excellent opportunity to join a well-respected and forward-thinking Financial Services company, committed to providing the very best advice through a top-quality team.
As part of a small team, you will play a key role in supporting the Head of Mortgages and two qualified advisers.
This is an office based role. 
Key Responsibilities and Duties
  • 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.
About You
  • 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.


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