Mortgage Business Administrator / PA To Director Apprentice

Within this role as a Mortgage Administrator, you will assist in administering mortgage and finance cases through to completion. The types of cases will include residential and buy to let mortgages.  You will also learn about, and assist in associated protection products such as buildings insurance.

Working hours within the role are on a Monday to Weds (office based) and one day a week working from home.

Working hours are typically 9.30am – 17.00pm

At this company you will work closely with the Director on a one on one basis maximising your learning in a great environment and within a successful team

We are a super friendly and approachable team!

Day to day responsibilities:

On application / post application:

The cases will be fully packaged by the firms Mortgage Brokers The Mortgage Administrator must ensure all cases are compliant and that they are added onto the CRM system suitably Chasing the banks for updates Working with the Mortgage Broker to compile answers to any queries raised by the lender Responding to any compliance queries Attend meetings with the Mortgage Broker to ensure all cases are flowing efficiently

Post Offer:

Mortgage Administrator to provide offer documents to the client, with the offer invoice Liaise with solicitors to ensure all cases are flowing efficiently

Post Completion:

Mortgage Administrator to provide completion invoice to the client and claim procuration fees Completion checks via the CRM

Other duties:

Arranging for BDM’s of lenders to visit the office Additionally working with the CEO on their cases (which are frequently of large value and are often complex cases)

Training:
In addition to gaining practical experience in the role, you will also attain an NVQ 3 Business Admin qualification which will help start your career and give you an insight into the business processes and procedures Our training is all completed remotely via teams with a development coach who will be available for support 24/7 You receive 20% off the job training during this Apprenticeship which is included in your weekly working hours

Training Outcome:

Training to qualify as a mortgage broker.

Employer Description:
Based in Brentwood, Essex, JMS Financial Services are firmly positioned as a premier provider of mortgage and protection advice to both individual homebuyers and corporate buy to let clients. We understand the major financial decisions our client make when purchasing a property will have significant and life-changing consequences. It is therefore essential that they seek professional advice from people they can trust. JMS Financial Services work in partnership with our clients and professional advisers such as solicitors and surveyors, to meet their financial aspirations and we recognise the importance of providing long-term ongoing assistance and guidance. Please browse our website to find out more about who we are, our level of knowledge, experience and expertise and how we conduct business, or for further information.

Working Hours :
Monday to Friday: 0930 -1730 One day working from home 1 hour paid lunch break

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Customer care skills,Problem solving skills,Team working,Initiative,Patience