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Administrator - Client Relationship

Posted on Aug 1, 2019 by CV-Library

Hampshire, United Kingdom
Customer Service
Immediate Start
£20k - £21k Annual
Full-Time
Client Relationship Manager (Administrator)

My client is looking to recruit a Client Relationship Manager to efficiently carry out all administrative duties, in order to contribute to the completion of mortgage solutions. To fully support mortgage consultants by preparing fully compliant files from initial contact with client, conducting research and preparing the application ensuring it meets the lenders criteria prior to submission. You will be managing a mortgage pipeline, but not limited to 75 clients in an efficient and professional manner.

Key accountabilities:

Verifying ID/Documents ensuring applicants meet the lender criteria

Completing AML and compliance checks as a risk prevention

Tight tracking of mortgage/protection applications, efficient gathering of additional/missing documents from client

Updating back office system with step by step life of the application

Assisting in the researching of mortgage solutions

Ensuring invoices are sent

Liaising BDM's and lenders/protection provider/s

Keeping up to speed with current criteria and policy for all lenders on our panel

Acting as a primary point of contact for all clients post submission of applicationYou must have one years experience within a Financial Services, or, regulated company,

excellent planning and organisational skills with an ability to work to challenging deadlines.

This role needs a strong communicator with good written and oral communication skills who can adopt a proactive and flexible approach to their work.

You will be given basic salary of between £18,000 - £21,000 plus team bonus.

If this position is of interest please do not hesitate to press the apply button below.

Tate is acting as an Employment Agency in relation to this vacancy

Reference: 210418605

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