About Company
Ready to elevate your career in mortgage advisory? Career.zycto stands as a beacon for professionals dedicated to client success in the financial sector. We are a dynamic, growth-oriented firm committed to providing bespoke mortgage solutions across Ellon and wider Aberdeenshire. Here, your expertise in client support and documentation will directly impact individuals achieving their homeownership dreams. Join a supportive team that values precision, ethical practice, and continuous professional development. We offer a vibrant environment where your contributions are recognised, and your career trajectory is truly yours to shape.
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Job Description
Career.zycto is seeking a meticulous and client-focused Mortgage Advisor – Client Support & Documentation specialist to join our thriving team in Ellon. This pivotal role is perfect for an individual who is passionate about facilitating smooth and efficient mortgage processes, ensuring our clients receive exceptional support from initial enquiry through to completion. You will play a critical role in managing the administrative backbone of our mortgage advisory service, working closely with our Senior Mortgage Advisors to deliver outstanding results.
In this role, you will be instrumental in preparing comprehensive client files, gathering essential documentation, and ensuring all application details are accurate and compliant with regulatory standards. Your organisational prowess will be key in managing pipelines, communicating effectively with clients, lenders, and solicitors, and maintaining up-to-date records. This position offers a fantastic opportunity to deepen your understanding of the mortgage industry, providing a clear pathway for professional growth within a supportive and collaborative environment. If you thrive on precision, enjoy direct client interaction, and are eager to contribute to a team that truly makes a difference in people’s lives by helping them achieve their property aspirations, we encourage you to apply.
We are looking for someone who is not just an administrator but a proactive problem-solver, anticipating client needs and streamlining processes wherever possible. You will be the linchpin that ensures applications move smoothly through various stages, acting as a crucial point of contact for all parties involved. Career.zycto prides itself on a culture of excellence and continuous improvement, where every team member’s contribution is valued. This is more than a support role; it’s a chance to be an integral part of our clients’ most significant financial decisions.
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Key Responsibilities
- Manage and maintain client relationships, providing updates and answering queries throughout the mortgage application process.
- Prepare, review, and submit mortgage applications, ensuring accuracy and completeness in line with lender requirements.
- Liaise effectively with mortgage lenders, solicitors, and other third parties to progress applications and resolve any issues.
- Collect, verify, and organise all necessary client documentation, adhering to strict compliance and regulatory guidelines.
- Assist Senior Mortgage Advisors with case preparation, research, and general administrative tasks.
- Maintain accurate and confidential client records within the company's CRM system.
- Ensure adherence to all Financial Conduct Authority (FCA) regulations and company policies.
- Monitor application pipelines, proactively identifying and addressing potential delays or challenges.
- Provide exceptional customer service, ensuring a positive experience for all clients.
Required Skills
- Proven experience in an administrative or support role within financial services, ideally mortgages.
- Exceptional organisational skills with a keen eye for detail and accuracy.
- Strong verbal and written communication skills, capable of professional client and stakeholder interaction.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and CRM software.
- Ability to manage multiple tasks and prioritise workload effectively in a fast-paced environment.
- A solid understanding of the mortgage application process and related documentation.
- Commitment to maintaining client confidentiality and adhering to data protection regulations.
Preferred Qualifications
- CeMAP (Certificate in Mortgage Advice and Practice) qualification, or actively working towards it.
- Experience with a specific mortgage CRM system.
- Knowledge of the local property market in Aberdeenshire.
- Previous experience supporting multiple advisors simultaneously.
Perks & Benefits
- Competitive salary package.
- Generous pension scheme.
- Opportunities for professional development and CeMAP sponsorship.
- Collaborative and supportive work environment.
- 25 days annual leave plus public holidays.
- Health and wellbeing programs.
- Regular team social events.
How to Apply
To apply for this exciting opportunity, please submit your CV and a cover letter detailing your relevant experience and why you are the ideal candidate for this role. Encourage applicants to click on the link below to apply for the job.
