We are looking for an organized and detail-oriented Mortgage Support / Administrator to join our growing team. In this role, you will work closely with our Mortgage Advisors to manage applications from initial inquiry through to completion, ensuring a smooth and stress-free journey for our clients. The ideal candidate will have prior experience in mortgage administration, excellent communication skills, and a strong understanding of compliance and lender requirements.
Salary is negotiable depending on experience.
Key Responsibilities
- Case Management: Package, submit, and track mortgage and insurance applications accurately through lender portals.
- Client Liaison: Act as the main point of contact for clients, solicitors, estate agents, and lenders to gather updates and resolve queries.
- Document Verification: Collect and verify client documents, including proof of ID, bank statements, and payslips, ensuring strict adherence to anti-money laundering (AML) regulations.
- Advisor Support: Manage advisor diaries, book client appointments, and prepare client files ahead of consultations.
- Compliance Management: Ensure all compliance files are fully completed, accurate, and meet regulatory guidelines before submission.
Requirements & Skills
- Experience: Minimum 1–2 years of experience in a mortgage administration or financial services support role.
- Industry Knowledge: Good working knowledge of the UK mortgage market and lender submission processes.
- Tech Skills: Proficiency in mortgage sourcing software (e.g., Mortgage Brain, and CRM systems.
- Communication: Exceptional verbal and written communication skills with a confident telephone manner.
- Attention to Detail: High level of accuracy when data-entering financial information.
- Qualifications: CeMAP qualification is a plus, but not essential.
Pay: From £25,420.00 per year
Benefits:
Work Location: In person
