Mortgage Fulfilment Assistant

Bristol, United Kingdom

Mortgage Fulfilment Assistant

Bristol, United Kingdom

Join us as a Mortgage Fulfilment Assistant

  • Take on a new role in an exciting and dynamic team, offering vital support to clients with mortgage needs
  • We’ll look to you to deliver high standards for each case you own, with proactive organisation and accurate records and file management
  • This is an opportunity for you to develop your knowledge of mortgages and financial markets, in an environment where we take a real investment in your career progression

What you'll do

You’ll be directly supporting our 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 our client.

Day-to-day, you’ll be:

  • 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

The skills you'll need

We’re looking for someone with experience in a banking or financial services environment and a broad knowledge of financial markets, products and services. You’ll also have the ability to work with high levels of attention to detail, alongside excellent problem solving and communication skills.

We’ll also expect you to have:

  • 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

If you need any adjustments to support your application, such as information in alternative formats or special requirements to access our buildings, or if you’re eligible under the Disability Confident Scheme please contact us and we’ll do everything we can to help.

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