Mortgage and Protection Processor
Mortgage and Protection Processor
Posted on :
23-04-2025
Employer Active
1 Vacancy
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Job Description
Key details
Location:Wemyss Place or Morningside Road Edinburgh (officebased with the option of hybrid working)
Hours per week: 37.5 hours
Hours of work: Monday to Friday 09:00 17:30
Hours per week: 37.5 hours
Hours of work: Monday to Friday 09:00 17:30
About the role
In your role as a Mortgage & Protection Processor youll be responsible for contributing to an exceptional customer experience for all our clients.
Youll provide full administrative support to the Mortgage & Protection Advisors by managing client cases. This will involve duties such as collecting documents for mortgage applications submitting applications uploading documents updating client information and ensuring that cases are fully packaged to meet compliance requirements.
Youll book in mortgage appointments and also get the opportunity to selfgenerate protection sales such as building and contents insurance.
Youll provide full administrative support to the Mortgage & Protection Advisors by managing client cases. This will involve duties such as collecting documents for mortgage applications submitting applications uploading documents updating client information and ensuring that cases are fully packaged to meet compliance requirements.
Youll book in mortgage appointments and also get the opportunity to selfgenerate protection sales such as building and contents insurance.
About you
This is an ideal role for someone with experience in financial/professional services administration who can navigate their way around systems with ease. Youll be processdriven with high attention to detail and be able to work at pace without compromising on quality.
Youll show confidence in interacting with clients over the phone and via email communicating information clearly and using facts when objection handling.
As well as being customerfocused youll demonstrate strong skills in collaboration communication problemsolving planning and organising. Bringing a positive mindset to everything you do; youll strive to go above and beyond and be selfmotivated to deliver great service to clients.
Youll show confidence in interacting with clients over the phone and via email communicating information clearly and using facts when objection handling.
As well as being customerfocused youll demonstrate strong skills in collaboration communication problemsolving planning and organising. Bringing a positive mindset to everything you do; youll strive to go above and beyond and be selfmotivated to deliver great service to clients.
Key responsibilities
- Building positive relationships with clients through regular phone and email contact
- Assessing a customers situation through open and honest conversations where youll have the confidence to question and handle objections
- Gathering client feedback and reviews
- Ensuring the accuracy of data input and updates into the MIDAS database
- Full case management of applications
- Understanding regulatory requirements including AntiMoney Laundering and Data Protection and ensuring these are met
- Identifying any potentially fraudulent activity and escalating any concerns
Key requirements
- Proven experience in a similar role within financial or professional services
- Proficient in the use of IT systems including MS Teams Word Excel and Outlook
- Prior experience of MIDAS (desirable) or a comparable database
- Understanding of the mortgage process and AML
Competencies
- Customer Focus
- Communication
- Collaboration
- Problem Solving & Innovation
- Planning & Organising
- Positive Mindset
About us
When you join Rettie youll discover the difference you can make. Were a growing and ambitious company but at our foundations we have a family feel. We care about our people; we want them to prosper and realise their potential. We are proud that our values of Teamwork Determination Dependability and Ambition guide our actions and behaviours towards our clients and each other daily. Based on these values we aspire to cultivate and grow diverse capable teams in an environment which will help you realise your career potential.
Employment Type
Full-Time
Key Skills
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