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...
Work with our mortgage advisors (brokers) to assist them with client contact and delivering a high quality service
Process mortgage & protection business from submission to completion
Making sure all applications are accurate and complete, and that all supporting documentation has been provided as required by compliance
Liaise and maintain relationships with lenders, conveyancers, and surveyors to provide regular updates to customers
Thoroughly check mortgage offers to make sure there are no errors
Keeping a close eye on processes and feedback to ensure the best possible journey for our customers
Support the office in a broad range of internal and external related communications and administration
Answering the telephone, accurately taking messages and passing them on and booking in appointments for advisors.
Compliance - Adhering to all relevant regulations, company policies, and procedures, including anti-money laundering and financial crime protocols
Training:Apprentices will work closely with a knowledgeable mentor who has progressed from an administrative role to Mortgage and Protection Consultant. Initial training will be intensive for the first few weeks, with ongoing hands-on learning and guidance throughout the apprenticeship.Training Outcome:Apprentices may progress into roles such as Mortgage Advisor, Training, Management, or Senior Mortgage Administrator, among other pathways.Employer Description:With over 40 years of combined industry experience, we’ve developed a distinct approach to providing financial services.
Everything we do is informed by the knowledge we’ve gained across the financial sector, and delivered to the highest possible standards of customer care. We’re known industry-wide for the relationships we build, from the connections we’ve developed across a comprehensive panel of lenders to the clients who come back time and again. We don’t do a lot of advertising: our business growth has come from customer referrals. We keep it simple, providing a personal service that both we and our clients enjoy. That means no call centres and no jargon; just friendly people and appointments at your convenience, either over the phone, at our Clifton offices or in the comfort of your own home.Working Hours :Monday to Friday, 9:00AM – 5:00PM. 1 hour unpaid lunch break.Skills: Communication skills,Attention to detail,Problem solving skills,Client-focused approach,Professional telephone manner,Professional appearance....Read more...
