Mortgage Administrator | Segensworth, PO15 5TT | Full Time, Office-based |Working hours are 8:30 am–5:00 pm or 9:00 am–5:30 pm | £25,000 – £26,000 per annum + up to £300 monthly bonus
A variety of soft skills and experience may be required for the following role Please ensure you check the overview below carefully.
Our client is seeking an experienced and proactive Mortgage Administrator to join their expanding team based in Segensworth. This is a fantastic opportunity to be part of a friendly and professional team, working within a supportive environment that values precision, client care, and continuous development.
You'll be responsible for managing mortgage applications from deal sign-off through to mortgage offer, acting as the main point of contact between clients and lenders. This is an office-based position (with just one work-from-home day per month) that requires previous mortgage administration experience, ideally within a brokerage setting.
Are you the right person for the job?
Previous mortgage administration experience (broker background preferred)
Strong organisational skills with the ability to manage 40–60 active cases at once
Excellent communication skills, both written and verbal
Attention to detail with the ability to process and assess documentation accurately
Customer-focused and proactive, with a positive, problem-solving attitude
Comfortable working with Excel for data entry and portfolio tracking
Confident using or learning Salesforce CRM (training provided)
Ability to work well independently and as part of a small, close-knit team
Understanding of regulatory and compliance frameworks (KYC/AML) within the mortgage industry
Onsite presence required (one WFH day per month only)
Desirable:
Knowledge of mortgage systems, products, and lender processes
Relevant qualifications such as CeMAP (or working towards)
Experience communicating directly with lenders, brokers, and clients
What will your role look like?
Manage approximately 20 new mortgage deals per month, overseeing 40–60 active clients at any given time
Act as the key point of contact between clients, lenders, and solicitors throughout the application process
Review and assess client documentation for accuracy and suitability
Instruct valuations and ensure all necessary checks are completed in a timely manner
Update internal records, Excel portfolio trackers, and Salesforce CRM with client progress
Liaise closely with the Completions Team to ensure a smooth handover once the offer is issued
Maintain clear, professional communication with all parties to ensure an exceptional client experience
Ensure compliance with all KYC, AML, and mortgage industry regulations
What can you expect in return?
£25,000 – £26,000 per annum (depending on experience)
Monthly performance bonus up to £300 (after 6-month probation)
25 days of annual leave plus bank holidays
Nest Pension scheme
1 work-from-home day per month
Opportunities for career progression into team leadership, management, compliance, or sales
Support towards professional qualifications (e.g., CeMAP)
Friendly, supportive office culture with ongoing training and development
What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!
Your data will be handled in line with GDPR
TPBN1_UKTJ