Mortgage Administrator

- Provide administrative support to the Practice - Ensure that files are complete with all required client identification documentation and necessary application forms - Pre-meeting preparation and post-meeting follow-up, including accurately updating client files on Salesforce CRM - Process applications accurately and record the required management information - Progress applications with product providers, advisers, clients, and other third parties to ensure that each case completes in a timely manner - Answer incoming telephone calls, dealing confidently and effectively with clients, product providers, and third parties with professional and effective communication skills - Meet and greet clients and visitors to the Practice - Run reports and illustrations and collate key data - Progress applications with product providers, chasing up Letters of Authority - Produce templated client letters and reports