We are Recruiting | Mortgage Administrator

At trufe. we aim to be different.

Against a backdrop of rigid contracts from traditional high street banks and the online algorithms of price comparison websites; we get to know our customer’s circumstances before sourcing the most suitable mortgage, additional borrowing or commercial loan.

We are a competent and experienced team, committed to supporting our customers with honest, genuine and straightforward advice and guidance.

We Are Recruiting.

We are looking for a Mortgage Administrator who has a pro-active approach, excellent engagement with customers and solution-based thinking. Based in a relaxed, friendly, collaborative and hard-working environment, the ideal candidate will have excellent communication skills both written and oral.

Key Skills & Experiences

  • Preferred – Experience of the Mortgage Broking Industry.
  • Good base knowledge of the mortgage and 2nd Charge markets.
  • Up to date with new products, processes and offerings across the market.
  • Ability to strike up strong relationships with customers over the phone, face to face and email.
  • Expertise in working effectively with internal and external customers.
  • Ability to problem solve & create effective solutions.
  • Effective Time Manager who can load balance and prioritise effectively
  • Strong ability to analyse and interpret data using Excel and associated systems.
  • Understand and comply with all existing FCA regulatory requirements and keep abreast of any and all new legislation.

These are the kind of attributes we are looking for.

Interesting / Authentic / Accurate / Expert / Humble / Likeable / Trusting / Respectful / Dynamic / Empathetic / Effective Fast / Lateral Thinker / Problem Solver / Wants to be part of a team

Mortgage Administrator | Leeds

  • Be the initial face of trufe. welcoming customers over the phone & explaining the broker service we provide.
  • Liaise with customers over the phone, face to face or digitally, both inbound & outbound calling as required.
  • Explain the service trufe. provides and clearly explain fees and costs upfront.
  • Investigate and capture customer financial situations including their monthly income and expenditure to facilitate smooth customer transition to their appointed Mortgage Advisor.
  • Understand and provide clearly an overview of the different types of mortgages and associated products ensuring no advice is given.
  • Support completion/return of all relevant documentation on behalf of the customer where possible to expedite their mortgage completion
  • Help the customer to gather all appropriate documentation required by the lender & act as a liaison where required to support the appointed Mortgage Advisor.
  • Build solid relationships with customers, mortgage lenders, estate agents and solicitors and our internal team.
  • Create, maintain & analyse performance data to establish performance trends & drive efficiency/productivity.
  • Keep up to date with new mortgage products, processes and changes in mortgage regulation.
  • Respect your customers right to confidentiality and meet GDPR.
  • Understand and meet all FCA regulatory requirements.

Benefits at trufe.

  • Base starting salary up to £20,000 depending on experience
  • Attractive performance-related pay
  • Annual pay review
  • Pension enrolment
  • 28 days annual holiday entitlement plus bank holidays
  • Agile and flexible working
  • Award-winning Leeds office
  • Conveniently located to the train station (Kirkstall Forge)
  • Opportunity to work towards CEMAP qualification and future Mortgage Advisor Role

If you feel you would be a good fit for the role, please email nicky@trufemoney.co.uk with a copy of your C.V. and covering letter.

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