As a Mortgage Administrator, you'll play an important part in delivering a smooth and positive experience for our clients during one of the most significant financial decisions they make. Working closely with our advisers, lenders, and third parties, you'll ensure mortgage applications are processed efficiently, accurately, and with care from start to finish.
This role is well‑suited to someone who enjoys working in a fast‑paced environment, takes pride in high‑quality administration, and values being part of a supportive, collaborative team.
Main Responsibilities
* Mortgage Application Support
* Prepare and submit mortgage applications and supporting documents to lenders, ensuring all information is complete, accurate, and meets lender criteria.
* Support mortgage cases from submission through to completion, helping to keep applications moving by liaising with lenders, solicitors, valuers, and internal teams.
* Client & Stakeholder Communication
* Provide clear, professional updates to clients and third parties, responding promptly to queries and helping to resolve issues as they arise.
* CRM & Documentation Management
* Keep the CRM system up to date with all case activity, ensuring records are accurate, confidential, and well organised.
* Payments & Completion Checks
* Process fees and documentation securely, and carry out completion checks to ensure all requirements are met before cases are closed.
Key Skills & Attributes
* Well organised with the ability to manage multiple cases at different stages.
* Strong attention to detail and a commitment to getting things right first time.
* Clear, confident communicator with a professional and friendly approach.
* Comfortable using CRM systems and Microsoft Office tools.
* Good understanding of mortgage processes and lender requirements, or a willingness to learn.
* A collaborative team player who takes pride in supporting colleagues and clients.
Experience & Personal Attributes
* Previous experience in a mortgage, financial services, or administrative support role is desirable.
* Exposure to mortgage case processing or financial documentation is advantageous.
* Relevant industry knowledge or qualifications are beneficial but not essential.
* Proactive, reliable, and able to manage workload in a calm and structured way.
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