Mortgage Administrator
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A dedicated and detail-oriented 20-year-old professional with 2 years of experience working alongside
Mortgage Advisors and Administrators with over 3 decades of experience. I am proficient in managing administrative tasks, including document preparation, data entry, and client communication. Skilled in maintaining organized records, handling scheduling, and ensuring smooth office operations. Known for strong problem-solving abilities, attention to detail, and excellent time management. Not to all so mention
I will work 9 days a week if required consistently contributing to the efficiency and success of the team.
Eager to leverage my administrative skills and continue developing in a dynamic environment.
2024 to Present
At Chess Mortgages I work 9-5am A confident and approachable 20-year-old professional with 2 years of experience at Mortgage Advisors,
excelling in client communication and administration. Skilled at speaking with clients over the phone,
providing clear and effective support while building strong relationships. Extensive expertise in AML research, due diligence, and asset management. Adept at conducting in-depth customer and transaction screenings, risk assessments, and regulatory compliance checks to mitigate financial crime risks.
Strong analytical skills with a proven ability to enhance due diligence processes and optimise asset management strategies. Combines a sharp eye for detail with a deep understanding of global AML/CFT regulations.
Committed to ensuring regulatory adherence. Highly proficient in Excel, Word, and CRM systems, with a deep understanding of utilising these tools to streamline processes, manage data, and create detailed reports. Known for delivering exceptional customer service, troubleshooting client inquiries efficiently,
and leveraging software to enhance workflow productivity.
My day to day duties at Chess includes of answering calls for leads and meetings, getting the required information from clients, managing the applications from start to finish for example answering any queries the lender may have regarding the client or the property in question , leasing with the lenders,
estate agents and solicitors up until the case has gone from AIP to completion ,
I would on most days be submitting applications for BTL, Residential , commercial and bridging finance with various different lenders from our panel of 150+ lenders depending on the clients needs andexpectations , I will do the research when a client may have some adverse or negative credit. other things
I would do to further the clients satisfaction is have options with 3-4 different lenders who have the best rates but may have other incentives such as cash back or no ERC’s. Alongside the applications I would also be managing our CRM systems making sure all the correct data is entered carefully.
GCSE or equivalent in 7x A* and 2x A,
