Progress new mortgage applications to offer using pre-defined standards and service level agreements
Proactive case progression and customer service communication by telephone, email, and letter to all involved in the mortgage progress
Ensure a high accuracy level for data entry and ongoing record keeping
Ensure workload is actioned within set SLA, whilst recording case progression
Review and validate mortgage supporting documentation
Provide advice and support to junior members of the processing team
Training:You will access your training online from the employers site address.Training Outcome:Develop into a qualified and competent Mortgage Adviser.Employer Description:Independant Mortgage & Insurance Advisers, based in Norwich, we have a dedicated team of specialists who share over 200 years’ combined mortgage finance experience with customers across the UK and abroadWorking Hours :Monday to Friday, 9:00am to 5:00pm.Skills: Communication skills,IT skills,Attention to detail,Customer care skills,Problem solving skills,Administrative skills....Read more...
Working from the Suffolk based office, you will support the mortgage advisers in all aspects of administration including:
Data inputting
Processing lender applications for clients
Dealing with solicitors, estate agents and insurance providers
Training:The Level 3 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:
Following succesful completion of the apprenticeship a permanent post within the firm will be available
Employer Description:Jubilee Finance is an award winning specialist mortgage advsiery firm. At Jubilee Finance we all come to work because we love what we do, and we enjoy working as part of a close-knit team. Our philosophy is to be approachable and friendly whilst offering a professional, efficient, and bespoke service tailored specifically to your individual needs.Working Hours :Monday - Friday, 08:30 - 16:30Skills: Communication skills,IT skills,Attention to detail,Administrative skills,Team working,Initiative....Read more...
