Apprentice Mortgage Administrator

Role Purpose:

Provide support to the MFB sales team by case managing files accurately within prescribed timescales, ensuring excellent customer service. Support other Case Managers to help the company achieve its objectives.

Key Responsibilities:

Build and maintain effective relationships with new and existing clients Act as the first point of contact for clients, lenders, and conveyancers at all stages of the mortgage process Respond promptly and accurately to telephone calls, emails, and correspondence Liaise with Mortgage Consultants to update progress and resolve queries Escalate specific issues to the Line Manager for discussion and resolution Embrace and contribute positively to the firm’s Mission, Vision, and Values Work within prescribed procedures and practices Input, update, and maintain data so systems and files reflect current positions Produce written correspondence and documents using standard formats Manage diary systems to monitor cases and progress chase as needed Follow case progress from initial application through legal completion and beyond

Training:

The Financial Services Administrator apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

A broad understanding of the financial services sector An understanding of the role of the appropriate regulatory bodies The importance of relationship building with clients and colleagues Understanding of processes and procedures relevant to the role How to develop commercial awareness Building skills and capabilities within an organisation

Professional Qualifications:

CeMAP1 - awarded by London Institute of Banking and Finance (LIBF) Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

We want all candidates to progress onto the Level 3 Mortgage Adviser. We are hoping that all candidates will remain full-time employed with us after their apprenticeships end.

Employer Description:
Independent, privately owned, Directly authorised, whole of Market Mortgage finance Brokerage. Starting out small in 1990, we’ve grown to be one of the UK’s most respected and award-winning mortgage brokerages. Most importantly, we’ve kept the client at the heart of everything we do, and our independent, family-owned approach means we will always take the time and effort to understand our clients mortgage finance needs, and we have achieved the coveted 5/5 on Trust pilot Specialising in all types of property finance including Buy to Let, Residential, Commercial, Holiday Lets, Development Finance, Commercial finance, Short Term / Bridging Finance.

Working Hours :
Monday to Friday between 8.30am to 5.30pm.

Skills:
Communication skills,Team working,Initiative,Friendly,Confident