I need some admin support for a small mortgage brokerage.
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Description
Experience Level: Intermediate
I'm an appointed rep with Sesame, selling BTL and residential mortgages and some protection on the side.
I need some support in loading customer data onto Sesame's proprietary system, uploading ID and income proofs, adding relevant KFI's and suitability reports.
Longer term it would be great to have support creating these documents, liaising with lenders for outstanding case requirements and chasing clients, as well as producing compliant suitability letters.
I think some experience of mortgage processing, brokering or support would be useful, as would any prior experience with Sesame Bankhall network.
I need some support in loading customer data onto Sesame's proprietary system, uploading ID and income proofs, adding relevant KFI's and suitability reports.
Longer term it would be great to have support creating these documents, liaising with lenders for outstanding case requirements and chasing clients, as well as producing compliant suitability letters.
I think some experience of mortgage processing, brokering or support would be useful, as would any prior experience with Sesame Bankhall network.
Stuart P.
100% (1)Projects Completed
1
Freelancers worked with
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Projects awarded
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Last project
16 Aug 2022
United Kingdom
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