Broker Onboarding - Mortgage Intermediary

The Broker Analyst role will report into the Mortgage Intermediary Lead along with the Procuration fee working group and Banking Leadership, the successful candidate will assist with the implementing of paying procuration fees within the mortgage intermediary strategy.

Overview

Lead on Broker onboarding & KYCFCA register checks (DA/AR status), sanctions/PEP screening, bank account verification and broker ID&V.

Set up and lead on case tracking from enquiry to offer, completion, redemption.

Collect and upload broker information onto CRM and ensure accurate data keeping on an ongoing basis.

Set up process for and complete annual reviews of broker firms onboarded.

Work with Product, Risk/Compliance, Legal, Finance, Operations, Internal Audit and Supplier Management to successfully deliver the product.

Set up, own and manage the payment progress of the proc fee payments and ensure timely payment to brokers on an ongoing basis.

Work with relationships managers to educate on new broker processes to ensure best outcomes and service for customers and brokers

Experience Required

Previous experience working for a mortgage Intermediary team

Experience of mortgage broker procuration fee's

Understanding of FCA regulatory requirements in relation to mortgage brokers.

Experienced in stakeholder management and collaborating with range of teams / internal & external to deliver results.