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New Broker Support Assistant

Online Mortgage Advisor is one of the UK's leading info sites for consumers that need specific mortgage help and support. Join us.

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  • New Broker Support Assistant

This position has now been filled

We match customers with experts who arrange their type of mortgage every day – making the complex seem simple. We also work closely with lenders and Fintech firms to deliver a seamless and efficient customer experience.

Our goal is to become the number 1 place for specialist mortgage information, with the best network of mortgage advisors in the UK.

 

Main responsibilities

  • Maintain the spreadsheet of all potential broker partners, prospective broker partners, on-boarding broker partners and recently inducted broker partners as complete all the mandatory tasks e.g.chasing of Charters, IAs, Photos and Checklists, required be set up on Salesforce. Adding details as they progress through the stages.
  • Chase New brokers to complete all the mandatory tasks / provide the required paperwork and proofs.
  • Set up of all new brokers on OMA Academy and checking their Module completion
  • Set-Up of New Broker Profiles on Salesforce system and Registration for Hunt Group calls access
  • Creation of Virtual Business cards and Credit Landing page for all new brokers
  • Coordinating new broker registration on partner sites e.g. Criteria Hub
  • Provide first contact point for all queries / questions from new broker partners.
  • Support with new firm selection process e.g. mystery shopper calls/ website review/Due Diligence process.

Experience in adminstration

Preferred skills: 1 years preferred

20 days + 8 bank holidays

Increased annual leave with service

Benefits package

Incl. cash health plan, discount rewards scheme

£16,000 - 18,000

salary available dependent on experience

Required skills

  • Administration experience 1 year (Preferred)
  • Simple knowledge of updating spreadsheets
  • Simple knowledge of photo editing
  • Highly motivated, ambitious and used to working diligently alone as
    well as within a team
  • Good telephone manner

 

Sound like your cup of tea?

Apply now

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FCA disclaimer

*Based on our research, the content contained in this article is accurate as of most recent time of writing. Lender criteria and policies change regularly so speak to one of the advisors we work with to confirm the most accurate up to date information. The info on the site is not tailored advice to each individual reader, and as such does not constitute financial advice. All advisors working with us are fully qualified to provide mortgage advice and work only for firms who are authorised and regulated by the Financial Conduct Authority. They will offer any advice specific to you and your needs. Some types of buy to let mortgages are not regulated by the FCA. Think carefully before securing other debts against your home. As a mortgage is secured against your home, it may be repossessed if you do not keep up with repayments on your mortgage. Equity released from your home will also be secured against it.