Job Description
Mortgage Paraplanner / Senior Mortgage Administrator
High Volume / Complex Cases / Overseas Applications
We have a fantastic opening for a proactive Mortgage Paraplanner / Mortgage Administrator to join a dynamic financial services firm covering mortgages protection wealth management and general insurance.
If you an experienced Mortgage Paraplanner / Mortgage Administrator that thrives in a fast paced high volume environment and enjoy handling complex mortgage cases (including overseas / expat scenarios) this could be the role youve been looking for.
Key Responsibilities
- End to end mortgage case management from application to completion
- Mortgage application packaging & submission to lenders/providers
- Managing residential BTL remortgage and complex cases
- Acting as contact for clients lenders solicitors estate agents
- Proactively chasing lenders underwriters & third parties
- Maintaining accurate records on CRM systems (pipeline management)
- Handling compliance documentation & regulatory requirements
- Managing case progression updates and completions
- Processing and tracking fees commissions & payments
Experience required:
- Highly experienced as a Mortgage Paraplanner / Mortgage Administrator
- Experience of working complex mortgage cases high volume pipelines
- Exposure to overseas / expat mortgages (highly desirable)
- CeMAP qualified highly desired
- Knowledge of FCA compliance KYC AML processes
- Confident using CRM systems lender portals sourcing systems
- Highly organised with excellent attention to detail
- A true self-starter who can manage workload independently
Job DescriptionMortgage Paraplanner / Senior Mortgage AdministratorHigh Volume / Complex Cases / Overseas ApplicationsWe have a fantastic opening for a proactive Mortgage Paraplanner / Mortgage Administrator to join a dynamic financial services firm covering mortgages protection wealth management an...
Job Description
Mortgage Paraplanner / Senior Mortgage Administrator
High Volume / Complex Cases / Overseas Applications
We have a fantastic opening for a proactive Mortgage Paraplanner / Mortgage Administrator to join a dynamic financial services firm covering mortgages protection wealth management and general insurance.
If you an experienced Mortgage Paraplanner / Mortgage Administrator that thrives in a fast paced high volume environment and enjoy handling complex mortgage cases (including overseas / expat scenarios) this could be the role youve been looking for.
Key Responsibilities
- End to end mortgage case management from application to completion
- Mortgage application packaging & submission to lenders/providers
- Managing residential BTL remortgage and complex cases
- Acting as contact for clients lenders solicitors estate agents
- Proactively chasing lenders underwriters & third parties
- Maintaining accurate records on CRM systems (pipeline management)
- Handling compliance documentation & regulatory requirements
- Managing case progression updates and completions
- Processing and tracking fees commissions & payments
Experience required:
- Highly experienced as a Mortgage Paraplanner / Mortgage Administrator
- Experience of working complex mortgage cases high volume pipelines
- Exposure to overseas / expat mortgages (highly desirable)
- CeMAP qualified highly desired
- Knowledge of FCA compliance KYC AML processes
- Confident using CRM systems lender portals sourcing systems
- Highly organised with excellent attention to detail
- A true self-starter who can manage workload independently
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