Mortgage & Protection Case Handler

We’re looking for a skilled administrative professional with extensive experience of working within a mortgage brokerage, to join a well-reputed financial consultancy based in Kettering.

The successful applicant will provide seamless clerical support to Mortgage Advisors by producing a range of clear and accurate documentation and correspondence which is fully compliant with internal processes as well as meeting provider and regulatory requirements.

Hours of work, salary and benefits:

• £25,000 – £27,000
• Monday to Friday, 9:00am – 5:00pm with 1hr lunch (35 hours)
• Free parking
• 25 days’ annual leave (+ bank holidays)

As Mortgage & Protection Case Handler you’ll have the following duties and responsibilities:

• Managing incoming and outgoing postal processes
• Answering the phone and the door, welcoming visitors and preparing refreshments as necessary
• Booking appointments for advisers in Google diary
• Liaising with Mortgage providers and clients to ensure the smooth processing of mortgage applications
• Contacting Insurance Companies and clients to ensure policies are in force as appropriate
• Producing suitability letters for protection cases as appropriate
• Keeping the company database up to date, reviewing any tasks allocated to you on a daily basis
• Ensuring registers and logs updated and reviewed regularly
• Taking ownership of client queries in order to provide prompt resolutions
• Communicating with colleagues on compliance matters as they arise
• Assisting with any administrative or office based tasks as deemed appropriate
• Participating in any seminars and events arranged by the organisation when required

We’re looking for a Mortgage & Protection Case Handler with the following skills and experience:

• Extensive previous experience in a similar administrative role within a mortgage brokerage
• Experience of working with a variety of financial providers
• IT proficient, with a good working knowledge of Word, Excel and internal CRM / database systems. Intelligent Office desirable
• Excellent communication skills, both verbally and in writing
• Skilled in time management, organisation and prioritisation
• Works with a positive and proactive and problem-solving approach
• Enjoys working as part of a collaborative team