WINDSOR HILL MORTGAGES

Responsibility

• liaising between customer and lender to ensure the customer receives the mortgage offer efficiently
• submitting Mortgage cases to the Lenders while making sure accuracy is achieved
• you will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management
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• proactively managing mortgage cases and completing all administration in a timely and accurate manner
• our company prides itself on providing the top level of customer service, this is achieved by ensuring that customers expectations are managed throughout
• ensuring excellent customer service is maintained throughout the whole process
• proactively chase applications through to completion, updating all parties
• handling client documents in a compliant manner that’s aligned with GDPR
• accurately tracking and taking notes on all actions and communications on an event log
• managing and prioritising own workload and diary to ensure timeframes and deadlines are met
• creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors
• answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company

Earnings for position mortgage administrator

Earnings for position mortgage adviser / mortgage advisor

Responsibility

• liaising between customer and lender to ensure the customer receives the mortgage offer efficiently
• submitting Mortgage cases to the Lenders while making sure accuracy is achieved
• you will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management
  Show more +9
• proactively managing mortgage cases and completing all administration in a timely and accurate manner
• our company prides itself on providing the top level of customer service, this is achieved by ensuring that customers expectations are managed throughout
• ensuring excellent customer service is maintained throughout the whole process
• proactively chase applications through to completion, updating all parties
• handling client documents in a compliant manner that’s aligned with GDPR
• accurately tracking and taking notes on all actions and communications on an event log
• managing and prioritising own workload and diary to ensure timeframes and deadlines are met
• creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors
• answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company

Responsibility

• deliver telephone, video call and face to face advice
• you’ll consistently make sure that both the companies and your customers’ interests are looked after
• help creating systems and procedures to enhance our service, the customer journey and our service model

Requirements

• experience in building and maintaining customer relationships
• ability to work within a team
• commitment to learn, develop and progress
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• strong knowledge of insurance products
• ambitious and a self-starter