Act as a main point of contact for clients, keeping them fully updated at each stage of their mortgage journey
Respond promptly and professionally to client queries, concerns, and requests
Liaise regularly with solicitors, estate agents, and other third parties to gather updates and resolve issues
Accurately update and maintain our CRM system with all client information and daily activity
Manage and maintain client records, ensuring data is complete, up to date, and compliant
Manage advisors’ diaries, including booking, rescheduling, and confirming appointments
Prepare and create documents and information packs in advance of client appointments
Ensure all documentation is correctly prepared and stored in line with internal processes
Provide general administrative support to advisors and the wider team as required
Take inbound calls via the main switchboard, dealing with enquiries directly where possible or directing calls to the appropriate advisor or team member
Training:
The apprentice will be working towards the Customer Service Specialist Level 3 Apprenticeship Standard
Delivered in the workplace via online training with Colchester Institute
Training Outcome:Mortgage and Protection Advisor.Employer Description:Founded in 2009 by Natasha Brown, Gateway Mortgages is a brokerage for all things mortgage and protection. Gateway Mortgages prides itself on keeping good relations which all their clients and works hard to ensure that all clients receive the best possible service. Based near Braintree Designer, with a team of 7 staff. Gateway Mortgages keeps on growing, with now an estate agents attached and also a specialist lending brokerage, which deals with commercial lending.Working Hours :Monday to Friday 9am - 5pm, with a one hour lunch break.Skills: Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Administrative skills,Number skills,Initiative,Patience....Read more...
