Is it a role for you?

You’ll be a highly organised and experienced administrator with some familiarity with the mortgage industry. You’ll be detail oriented and able to apply yourself to a wide range of tasks, playing a key role in a growing business. Working in a team will come as naturally as will taking the initiative to get things done on your own. 

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About us?

We are a growing and progressive mortgage brokerage based in Hertford, with a dedicated team of 24 professionals and counting. Since our establishment in 2018, we’ve specialised in providing tailored mortgage solutions, helping clients secure the best financing options available. At Clever Advice, we pride ourselves on being a brokerage created by advisers, for advisers. While many mortgage brokers offer similar services, what truly sets us apart is not just the what and how, but the why and who. Our advisers, clients and partners choose to work with us because they believe in our mission and values. Our goal is to become the UK’s preferred hub for ambitious, self-employed mortgage professionals. 

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Role

Joining a team of mortgage consultants, you will be responsible for providing them with direct administrative support. You will be a key part of the team, working to support the brokers and the compliance team. You will assist the brokers in creating client profiles and uploading mortgage files onto the CRM, as well as submitting new mortgage and protection business. You will also be involved in processing all mortgage business from the application stage to completion, as well as providing support to brokers with underwriting and delivering excellent customer service to both existing and prospective clients. 
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 In addition, you will be responsible for ensuring the efficient functioning of the business through a range of administrative tasks, including liaising with mortgage lenders for updates on mortgage offers. You will ensure the CRM system is regularly updated with the required information and documents, maintain compliance across cases, provide general assistance to brokers, liaise with lenders and solicitors, handle incoming calls and emails to assist mortgage advisers and clients, and maintain office systems, processes, and procedures. 

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Responsibilities 

Duties will include: 

• Handling incoming emails and telephone queries.

• Dealing with correspondence and producing suitability letters.

• Liaising with lenders, insurance companies, solicitors and clients ensuring requirements are met such as medical examinations, obtaining evidence of earnings, completion of any questionnaires and recording and tracking these procedures on ekeeper.

• Entering new cases on ekeeper and keeping mortgage data updated.

• Reviewing progress of each case on ekeeper and keeping the system up to date.

• Providing mortgage illustrations along with other paperwork required by the consultants for client meetings.

• Submitting applications with relevant Money Laundering requirements and any other supporting documentation.

• Maintaining expected commission payments on ekeeper. • Ensuring acceptance terms and mortgage offers are received as promptly as possible and checking these against FMA and Illustrations.

• Electronic filing of client, lender, provider correspondence and all other relevant documentation at the time of processing and after.

• Managing your workload and ensuring deadlines are met.

• Providing general assistance to brokers. 

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Skills and competencies 

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• Attention to detail

• Reliability and adaptability

• Strong organisational and communication skills

• The ability to prioritise tasks and manage multiple demands on time and resource

• Adhere to company procedures and industry regulations

• Able to work independently and as part of a team

• Strong IT skills

• Problem solving skills

• Strong interpersonal and team-working skills

• A high level of written and spoken English 

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Experience 

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• Mortgage qualifications (eg CeMAP) preferred but not essential

• Previous mortgage administration experience preferred but not essential

• Good general knowledge of mortgage and life related products and legislation

• Previous experience of working in an office environment is preferred but not essential

• Good working knowledge of Microsoft Office and associated software

• Experience of working with a CRM system desirable.

• Previous experience of using ekeeper CRM system is an advantage but not essential, as training will be given

• Experience in establishing and following processes and procedures. 

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Hours, Salary and Location 

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• Monday to Thursday (32 hours)

• Competitive based on experience

• Remote working from home 

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