Equity Release Processing Administrator
Age Partnership
Leeds, UK
5d ago
  • 25 days holiday + Bank Holidays and Birthday Day off!
  • Holiday purchase and selling scheme, up to 5 days per year
  • Cash healthcare plan
  • Cycle to work scheme
  • Life assurance
  • Gym discounts
  • Discounts at The Springs
  • Enhanced maternity and paternity pay
  • Hours of work

    37.5 hours per week, however, hours of work will be flexible and dictated bythe needs of the business, therefore it is expected that the successfulapplicant will work those hours necessary to successfully discharge theduties of the role.


    To ensure that all administration duties are performed to tight deadlineswhilst maintaining the highest standards and quality delivering ServiceExcellence in everything we do.

    Key Outputs

  • Processing of client mortgage applications to lenders and solicitors
  • Dealing with high volumes of mail via post and the departments mailboxes and to action within agreed SLA’s
  • The handling of confidential documents and information in accordance with GDPR
  • To liaise with lenders and other third party stakeholders in a professional and informative manner
  • To liaise with Advisors, third parties and the rest of the business in a professional manner, delivering Service Excellence
  • Client information to be kept up to date and accurate within the CRM database
  • Aiming to be a high achiever meeting departmental targets on a monthly basis
  • To ensure monthly Key Performance Indicators are achieved
  • To ensure regulatory processes are followed e.g. DPA, AML, and Vulnerable Customers amongst others
  • Working to strict deadlines with the ability to prioritise daily workloads
  • Other ad-hoc duties as and when required by the business
  • Support

  • Be Respectful Treat customers and colleagues at all levels with dignity and respect.
  • Collaborate & Share Be generous with your time and ideas, working with and for the wider team.
  • Show awareness Be aware of how your actions and behaviours affect customers, colleagues and the business.
  • Appreciate others Recognise the contribution made by every colleague to the success of our business.
  • Improve

  • Be Accountable Take responsibility for your actions and learn from any mistakes.
  • Embrace Change Treat change as an opportunity to improve, welcoming new ideas and ways of working.
  • Commit to Development Take responsibility for your personal development and that of the business.
  • Be Courageous & Honest Speak up for what you believe in and welcome the opportunity to give and receive constructive feedback.
  • Deliver

  • Keep Your Promises Do what you say you’ll do, when you say you’ll do it.
  • Focus on Solutions Show resilience and determination, focusing on the solution not the problem.
  • Go Above & Beyond Always aim to exceed expectations, giving your very best to every customer and colleague.
  • Be Proud & Lead By Example Take pride in yourself and your work, acting as a positive role model for others.
  • Overview

    A presentable and highly organised individual, with a keen attention todetail and a methodical approach to their work. An effective communicator,able to deal with colleagues and third party lenders in a professional andconfident manner.

    Must have the ability to prioritise and work to strictdeadlines. Previous experience within a similar environment desirable.

  • PC literate
  • MS Excel, MS Word mail merge function, word processing
  • Minimum of 12 months recent experience in either general administration or a customer service role
  • Desirable

  • Experience working in a professional environment
  • Conveyancing experience
  • Financial Services experience
  • Qualifications

    General education (desirable)

  • Educated to A level standard
  • This job description is not exhaustive and serves only as a broad outline ofthe duties required. This job description may be amended as necessary.

    This job description is not exhaustive and serves only as a broad outline of the duties required. This job description may be amended as necessary.

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