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Onboarding and Application Administrator

Job Summary:

The position of administrator is responsible for ensuring effective onboarding of all new clients, collating documents/ information and updating client accounts accurately through to mortgage decisions in principles and applications ensuring a proficient, friendly and professional journey for all of our clients.

Responsibilities:

• Creating and maintaining accurate accounts and folders for each client.
• Ensuring client accounts held on our crm system are in adherence with compliance, whilst making sure that file statuses are applied correctly.
• Contacting customers by telephone, and email, where applicable to secure any additional information that is required.
• Monitoring Client applications on the lender portals and fulfilling any further requests for information or documentation by liaising with the lenders and our clients.
• Taking and making calls, using our phone system from clients, lenders and solicitors
• Maintain up-to-date knowledge of all relevant operational systems and policies and procedures.
• Ensure all communication is handled in an efficient and professional manner.
• Liaise with the Director to ensure a full exchange of any issues and or queries.
• Follow all policies and procedures outlined by the director.
• · Any other duties assigned by the director.

Qualifications:

• Excellent oral and written communication, listening, and problem-solving skills.
• Able to summarize and record notes in a clear and concise manner.
• Confident working with a variety of computer applications including Outlook, Word and Excel
• Previous experience in a similar admin role is an asset but is not a requirement.

Hours of Work:

• 16 hours per week,
• 9.00am-1.00pm Monday to Thursday

Place of Work:

• Hybrid- Old Windsor/ Home Working

Holidays:

• 22.5 days paid leave per annum
• Including Paid leave for UK Bank holidays
• + up to 2 weeks unpaid leave during summer holidays

Job Types: Part-time, Permanent
Part-time hours: 16 per week

Salary: £12.00 per hour

Work Location: Hybrid remote in Windsor

Reference ID: CMFinLtdAdmin