Case Support Manager - Fidenti Mortgages & Protection Ltd
(2020-08)
My role involves me working directly with an appointed broker. Processing mortgage and insurances applications from submission to completion and checking cases are compliant with the FCA principles.
- Managing new leads and booking appointments
- Submitting mortgage and insurance applications on behalf of the broker
- Dressing cases and ensuring the case if fully compliant with the FCA principles
- Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
- Providing lenders/insurers with all documentation/information they require
- Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
- Chasing clients for outstanding documents/information
- Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
- Diary/task management
- Updating spreadsheets with figures
- Issuing out invoices and chasing payments
- General administrative duties such as photocopying, scanning, certifying documents etc
- Using my initiative to resolve any issues
Mortgage & Protection Administrator - Fresh Finance Group
(2019-05 - 2020-08)
My role involved processing mortgage and insurances applications from submission to completion and checking cases are compliant with the FCA principles.
- Submitting mortgage and insurance applications on behalf of the broker
- Booking in new leads and fact find appointments for the advisors
- Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
- Providing lenders/insurers with all documentation/information they require
- Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
- Chasing clients for outstanding documents/information
- Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
- Diary/task management
- Updating spreadsheets with figures
- Issuing out invoices and chasing payments
- General administrative duties such as photocopying, scanning, certifying documents etc
- Using my initiative to resolve any issues
Mortgage & Protection Administrator - Signature Financial Services Limited
(2015-02 - 2019-05)
My role involved administering mortgage (purchase, re-mortgage, Buy-to-Let/HMO, Commercial) and insurance applications from submission to completion and checking cases are compliant with the FCA principles.
- Liaising with clients, lenders, providers, solicitors, agents, advisors and any other parties necessary on a daily basis
- Providing lenders/insurers with all documentation/information they require
- Collating paperwork from advisors, checking documents and cross-referencing income, bank statements, applications etc
- Chasing clients for outstanding documents/information
- Case dressing/Data input on to database - Momentum/CRM
- Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
- Diary/task management
- Updating spreadsheets with figures
- Issuing out invoices and taking/chasing payments
- General administrative duties such as photocopying, scanning, certifying documents etc
- Using my initiative to resolve any issues
- Weekly meeting with directors to update on advisor's cases/figures
Mortgage & Protection Administrator - Fresh Finance Group
(2011-01 - 2015-12)
My role involved processing re-mortgage and insurance applications from submission to completion.
- Liaising with clients, lenders, providers, solicitors, advisors and any other parties necessary on a daily basis
- Making and receiving telephone calls and emails, dealing with incoming and outgoing post.
- Providing lenders/insurers with all documentation/information they require
- Diary/task management
- Updating spreadsheets with figures
- Chasing payments
- Using my initiative to resolve any issues
- General administrative duties such as photocopying, scanning, certifying documents etc
