About Us
We are a growing mortgage broker and financial services firm committed to delivering a professional, responsive and customer-focused experience for our clients. We assist customers through every stage of the mortgage journey, from initial enquiry, to mortgage drawdown.
We are seeking an enthusiastic and organised Front Office Coordinator & Mortgage Administration Executive to join our team. This role is ideal for someone with a positive “can do” attitude who enjoys dealing with people, is eager to learn and wants to build a long-term career within financial services.
No previous mortgage or financial services experience is required, although experience in the sector would be a distinct advantage.
The Role
This is a varied position where you will be the first point of contact for clients while also supporting the team with mortgage application processing and day to day office operations.
The successful candidate will receive training and will have the opportunity to develop knowledge and responsibility within the mortgage application process over time.
Key Responsibilities
- Welcoming clients and managing front office duties in a professional manner
- Answering telephone calls, responding to emails and managing general enquiries
- Scheduling appointments and managing advisers’ calendars
- Assisting with the preparation and processing of mortgage applications
- Gathering and organising client documentation
- Liaising with clients, lenders, solicitors and third parties for updates and outstanding items
- Maintaining accurate client records and CRM systems
- Supporting the team with office administration and compliance related tasks
- Assisting with the company’s social media presence and online content
- Helping to ensure an excellent customer experience throughout the mortgage journey
- Supporting general marketing and administrative activities as required
Skills & Experience
Essential
- Excellent communication and interpersonal skills
- Fluent spoken and written English
- Strong organisational skills and attention to detail
- Positive, proactive and professional attitude
- Strong customer service skills
- Good IT skills including Microsoft Office
- Ability to multitask and work in a fast-paced environment
- Willingness to learn and take on responsibility
Desirable
- Previous experience in administration, reception, customer service or office support
- Experience within financial services, banking, mortgages or insurance
- Experience using CRM systems
- Social media content creation or management experience
- Understanding of the mortgage process
What We Offer
- Full training and support
- Opportunity to build a career within financial services and mortgages
- Friendly and supportive working environment
- Career progression opportunities (if desired)
- Modern office environment
- Competitive salary based on experience
How to Apply
Please send your CV along with a short cover note outlining why you would be a good fit for the role to [email protected].
Benefits:
- Bike to work scheme
- Company events
- Company pension
- On-site parking
- Sick pay
Work Location: In person
