Mortgage Specialist Assistant
Isle of Man
Contract
Our client seeks a temporary Mortgage Specialist Assistant to join their team on a 12-month contract.
Role Profile: To take on a new role in an exciting and dynamic team, offering vital support to clients with mortgage needs. Deliver high standards for each case you own, with proactive organisation and accurate records and file management.
Key Responsibilities:
- Supporting the mortgage specialists by providing research, analysis of data and drafting suitable solutions and reports.
- With excellent attention to detail, you'll make sure that all reports, documentation and systems recording is technically accurate, compliant and provides the right outcomes for clients.
- Analysing and interpreting client needs from documentation provided by mortgage specialists
- Providing appropriate research material to support client outcomes
- Preparing affordability analysis based on data provided by clients
- Preparing submissions to credit for approval
- Drafting suitability letters for mortgage specialists to review, approve and sign
Key Skills and Experience:
- Experience in a banking or financial services environment and a broad knowledge of financial markets, products and services.
- Ability to work with high levels of attention to detail, alongside excellent problem solving and communication skills.
- Strong analytical skills and experience of interpreting data and making meaningful conclusions
- A track record of meeting quality assurance, service and risk targets in a regulated environment
- The ability to maintain high levels of knowledge of relevant internal advice processes and procedures
- A strong background in relationship management and customer service
- Good Microsoft Office and other technical systems skills
Your specialist: Mark Burman
Quote job ref: 15848
Hi, I'm Mark and I look after all the temp / contract roles. If this exciting job sounds up your street, please submit your details, we look forward to hearing from you.
