Mortgage Processor

Location: Mortgage Hub, Southampton
Salary: DOE

Due to business growth, Charters Financial Services is looking for a Mortgage Processor to join their established team based within the Mortgage Hub, Southampton.

The working hours within this position are Monday to Friday from 9:00am to 17:30pm. This is a full-time and office-based position.

The administrator will be responsible for assisting a team of advisors, focusing on Mortgage and Protection business. The successful candidates will need to demonstrate professionalism and be comfortable dealing with clients, lenders, solicitors and providers.

Key Responsibilities

  • Managing the client service experience through to completion – speaking to both the client and also providers to ensure smooth progress of the application
  • Proactively progress mortgage and protection applications through to completion
  • Dealing with incoming calls, emails and post
  • Detailing all conversations and actions taken in the CRM System
  • Scanning and loading documents onto the system within the required compliance timescales
  • Assisting the Team with any other duties, as reasonably requested

Key Attributes

  • Mortgage Administration experience
  • Ability to resolve problems quickly & efficiently
  • Outstanding communication skills at all levels, both written and oral
  • Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion
  • A team player with the ability to use own initiative

Contact Details: 

Alain Amos | 03454 500200 | a.amos@chartersfinancialservices.co.uk 

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Amazing service from Keven and Maria. They have helped with my last 2 purchases and always got me the best deal.

Mark O

November 2020

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