Mortgage Administration Apprentice
FRIENDS CAPITAL LTD
Apprenticeship Level 3
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About the Role
Are you looking for a career in the financial services sector? Do you want to develop your skills, gain practical experience and complete a professional qualification, whilst earning a wage? We are looking for a Mortgage Administrator Apprentice who can act as the first point of contact for our clients and deliver exceptional customer service.
As part of your role, you will be:
- Speaking to clients to collect relevant information and adding it to the relationship management database
- Checking all client records are complete, correct and up to date
- Dealing with client queries and providing basic product information
- Submitting client information to the mortgage lender
- Managing the mortgage advisers’ diaries and supporting them to process mortgage applications
- Liaising with lenders, solicitors and estate agents to proceed the mortgage applications along to completion.
- Answering the phone and fielding client and lender messages
All roles are subject to DBS and financial checks. Any offer made will be conditional until checks are completed.
- After this apprenticeship, you will be able to progress to more senior roles within the organisation
About the Training
- Your apprenticeship will be delivered at your place of work
- You will need to spend approximately six hours per week completing your training which will include attending masterclasses, completing assignments, participating in group discussions and shadowing colleagues
About the Employer
Friends Capital are independent mortgage specialists. We cover the whole of the UK and offer advice to clients in purchasing, bridging and remortgaging properties; whether that be for a first-time buyer, home mover, landlord or property developer.
We also advise on, and arrange, insurance policies for clients, such as life insurance, income protection, critical illness cover and home insurance.
Skills Required
- Communication skills
- IT skills
- Attention to detail
- Organisation skills
- Customer care skills
- Problem solving skills
- Administrative skills
- Team working
- Trustworthy
- Reliable
Training Provider
WORKPAYS LIMITED
Course/Training
Financial services administrator (level 3)
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