Mortgage & Insurance Case Administrator

PRIMIS Mortgage Network

  • Glasgow
  • Permanent
  • Full-time
  • 2 months ago
Job Profile:Kyle Financial are seeking a stand out Mortgage & Insurance Case Handler.We are a leading Mortgage & Insurance Broker located in Glasgow’s City Centre. To support our ongoing expansion, we are looking for a motivated and hard working individual who would like to take the next step in their career.We are focused on our customer experience being second to none. We are looking for an individual who shares that passion for delivering exceptional service to our clients. The role will be to provide administrative support to the brokers and to take a leading role within the established administrative team.The business is continuing to grow and we have huge ambitions and this is an opportunity for an aspirational individual to join a business which is focused on developing its people.Key elements of the role:
  • Processing of new applications in preparation for the lender/underwriter
  • Proactively progress mortgage and protection applications through to completion
  • Collating of information and writing reports
  • Finding solutions to problems
  • Working with clients
  • Liaising with solicitors
  • Updating CRM with status and General date
  • Be confident using Microsoft Office applications
  • Working closely with the Directors of the firm to establish new processes to develop sales process
The successful candidate will be able to demonstrate the following:
  • Strong organisational skills and the ability to prioritise tasks
  • Be confident speaking with clients and use their initiative to problem solve
  • Strong communication skills both written and verbal
  • Excellent attention to detail
  • Ability to work efficiently and effectively in a fast paced environment
  • Minimum of 2 years recent experience in Mortgage Administration in a broking environment

PRIMIS Mortgage Network