Mortgage Insurance Admin fsv6t

Enter client details, loan data, and documentation into CRM and aggregator systems (e.g., Mercury, MyCRM, SalesTrekker).

Upload and organise documents in line with internal compliance procedures.

Maintain accurate and up-to-date client files, including digital filing and record keeping.

Support document requests and track outstanding items using checklists and templates.

Prepare file checklists and organise digital folders for new applications.

Monitor email inboxes and forward documents or requests to relevant team members.

Assist with internal reporting, compliance checks, and audit preparation.

Maintain logs of application progress and update internal trackers.

Enter and update client insurance data (loan protection, life/income insurance, etc.) into relevant systems.

Assist with generating quotes and pre-filled forms for brokers to review with clients.

Liaise with insurers on basic administrative matters (e.g., follow-ups, missing documents).

Ensure proper documentation is saved and linked to loan files for compliance.