This is a remote position.
A Mortgage Administrator is needed for a boutique mortgage brokerage firm based in the UK. This opportunity requires candidates who have experience with AML and KYC requirements. Working fully remotely, you will be able to follow processes, policies and procedures. This permanent opportunity requires your attention full day but offers flexible working hours.
This role is crucial for maintaining the smooth day-to-day operations of the business, providing essential support to both the brokers and the management team. A key responsibility is managing clients’ finances and safeguarding the company from fraudulent activities.
The ideal candidate will be detail-oriented, highly organised, and possess excellent communication skills, both over the phone and via email.
Key responsibilities:
Administrative Support: Assist the mortgage finance team with document preparation, data entry, and filing.
Liaison: Communicate with lenders, solicitors, and other relevant parties from the client’s decision to proceed until completion.
Office Operations: Manage office activities, including scheduling appointments and coordinating meetings.
Report and Document Preparation: Aid in the preparation and distribution of financial reports, mortgage documents, and client presentations.
Client Inquiries: Address client inquiries and direct them to the appropriate department or personnel.
Record Maintenance: Keep client records and databases accurate and up to date.
Loan Application Support: Assist in processing loan applications, coordinating appraisals, and tracking the status of loans.
Compliance: Ensure compliance with company policies, procedures, and regulatory requirements related to mortgage finance.
Requirements
Qualifications: Matric and relevant qualification, e.g. required courses completed.
Experience: A minimum of at least 5 years experience in a comparable role, ideally within the commercial banking, investment or mortgage industry.
Confidentiality: Capable of handling sensitive information with discretion and confidentiality.
Technical Skills: Proficient in MS Office (Word, Excel, PowerPoint, Outlook) and CRM
Organisational Skills: Strong organisational and time-management abilities.
Communication Skills: Excellent verbal and written communication skills.
Attention to Detail: Keen attention to detail and strong problem-solving skills.
Teamwork: Ability to work independently as well as collaboratively in a team.
Mortgage Knowledge: Basic understanding of mortgage finance principles and terminology, AML, KYC, FICA
Professionalism: High level of professionalism and a positive attitude.
Interpersonal Skills: Excellent interpersonal skills with the ability to build strong relationships.
Attention to Detail: Skilled in identifying and correcting errors in documents, including detecting fraudulent information.
Proactivity: A proactive approach to work, with the ability to anticipate needs and take appropriate action.
Benefits
21 days leave per annum + UK public holidays.
Micro-flexible working hours.
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