Mortgage Support Assistant

Key Tasks

• Progression of applications, member referencing, initial training attendance and authorisation of Members and Advisers.
• Maintenance of the Membership database to accurately record status and permission levels.
• Processing suspensions and terminations and dealing with references for exited Members and Advisers.
• Secure documentation for membership record and ensure retained to the appropriate database and filing systems.
• Provide appropriate guidance to Appointed Representatives, their Advisers and their employees when dealing with applications to join the network via telephone / email.
• Work in an administration environment dealing with customers, prioritising and working to tight deadlines.
• Good computer skills, including but not limited to Microsoft applications.

Personal Qualities

Excellent verbal and written communication skills with the ability to analyse information and make informed decisions. Highly self‑motivated and confident in meeting key objectives, with a real desire to provide support. Confident and assured approach when dealing with customer queries.

Benefits

• Company pension
• Health and wellbeing programme
• Sick pay
• Options to buy/sell holiday

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