Job Role: Sales Support / Project Office Administrator (permanent)
Salary:  £18,000 – £22,000 (dependant on experience)
Location:  Mobberley, Cheshire (modern office with Parking, 5 mins from Knutsford)
Benefits: 20 Days Leave, Flexi-Time (core Hours 10:00 to 16:00), file completion bonus scheme and other performance related bonuses (to be advised)

Overview

Sales Support roles are now available at Mallory Financial, a dynamic Mortgage and Protection Insurance Specialist based in Cheshire, UK.  The business has strong aspirations to become one of the UK’s leading mortgage brokerages.

We have built strong foundations required to optimise the mortgage application process and we’re now embarking to build a team of enthusiastic and high-energy people to support our mortgage specialists to take us to the next stage in our journey.

We have a rapid expansion plan through 2022 and beyond and career progression opportunities will be high for ambitious candidates.

The role

To help us continue to deliver our 5 star rated levels of customer service, we’re looking for several new team members to support the onboarding of new customers and to support our team of highly motivated mortgage specialists. 

Working within the Sales and Marketing team the role will include:

  • Provision of an initial “Appointment Booking” service

  • Supporting the Mortgage Specialist(s) with fact find documentation 

  • Request, management and filing of Customer Proof of ID and other supporting documentation

  • Maintaining the sales database 

  • Monitor and update the leads database 

  • Chasing and assisting with outstanding requirements for mortgages 

  • Communicating with clients to notify of progress with their mortgage / other product application(s)

  • Communicating with lenders, Solicitors and Estate Agents to support mortgage application progress updates

Key Skills and attributes:

  • You will need a high level of attention to detail and accuracy  

  • Be confident communicating with 3rd parties (i.e. Mortgage Specialists, Mortgage Providers, Solicitors and end customers) by email and on the phone 

  • Be highly organised and pro-active 

  • Financially organised with the ability to work with spreadsheets

  • Comfortable using Microsoft Office Solutions (Outlook Mail, Excel Spreadsheets and Word Documents).

Previous experience in a Mortgage Brokerage or Insurance / Financial Service business would be highly advantageous but it is not essential. 

Apply for the role

Please fill in the form or alternatively email Steve Leahy and attach a copy of your CV.

We look forward to hearing from you,

Steve Leahy

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