Job Detail

Mortgage Administrator

  • Job DurationMore than 06 months
  • Project LevelMedium Level

Project detail

Successful and growing firm of mortgage brokers, with a fantastic reputation giving first class mortgage and protection advice to a range of clients from professional sports people, high net worth city professionals, buy-to-let-landlords, first time buyers and many more is looking for a Mortgage Administrator to be part of their exciting journey.

The firm would like somebody to be a proactive Mortgage Administrator to support the business with making the client journey as smooth as possible.

Key Responsibilities:

· Application Processing: Handle mortgage applications from initial submission to completion.

· Client Support: Liaise with clients, lenders, solicitors, and estate agents to provide updates and request necessary documentation.

· Document Management: Verify and organise client documents, ensuring all required paperwork is completed and stored securely.

· Compliance & Regulation: Ensure you adhere to internal compliance procedures.

· Communication: Provide excellent customer service, responding to enquiries promptly and professionally.

· Administrative Support: Assist mortgage advisors with appointment scheduling, data entry, and general administrative tasks.

· System Management: Maintain and update CRM systems and databases with accurate client information.

· The role will be to support two well-established Advisers and a newly qualified adviser

Skills, Knowledge, Qualifications and Experience:

· Experience within the mortgage, ideally working for an intermediary

· Outstanding customer service, communication and administrative skills

· The ability to respect confidential information

· A friendly, approachable attitude

· High attention to detail

· Pro-active attitude

· A good level of IT skills

· The ability to become fully CeMAP qualified (funded by our client

Additional Information:

· The role is 100% office based, in modern, well equipped offices

· Parking on site

· Interview process: 1st interview via video, 2nd interview face to face

Freelancer type required for this project