Mortgage Technician Administrator
Salary: From £25,00 dependent on skills and experience
Permanent
Hybrid working (office based in Birmingham) – Currently 1-2 days in the office per week
Closing Date: 1st August 2025
As a proud mutual since 1841, Wesleyan is committed to creating brighter financial futures for our customers and members. We specialise in providing financial services to some of the nation’s most trusted professions: GPs, hospital doctors, dentists, and teachers.
To find out more about what we do, visit our website: https://www.wesleyan.co.uk/about
We are proud supporters of the ABI Making Flexible Work campaign which means we are open to discuss flexible working, job shares and part time options.
Your role:
As a Mortgage Technician Administrator, you will deliver an outstanding level of service to all our customers, by handling all operational enquiries in a professional, productive, and timely manner ensuring the output is ‘Right First Time’ and treating our customers fairly.
This is a crucial role that requires the holder to take ownership and be accountable for customer enquiries and requests, playing a major role in how our customers perceive our service, image and overall customer experience
What you’ll be doing:
1. To man a telephone helpline providing advice to Financial Consultants and assistance to Clients and Providers without need for referral.
2. Liaise with numerous professionals outside of the company; notably lender's, valuer's, solicitors and our protection product panel partners
3. To be fully knowledgeable and able to interpret the lending policies of mortgage providers, supplying assistance to Financial Consultants on the acceptability of cases
4. To accurately document all quotations and successful applications onto relevant spreadsheets/systems for audit management information & remuneration purposes.
5. To professionally guide applicants through the Mortgage application process up to completion stage.
6. To periodically chase lenders for mortgage offers & completions, along with protection providers for terms and issue dates.
7. Support the team manager in ensuring that procedure documentation is available and maintained
8. Promote and maintain good working relationships with other areas of the business, both customers and suppliers.
9. Process applications through to issue in accordance with documented procedures
10. Obtain missing documentation from clients and Financial Consultants
11. Issue regular reminders in respect of business for which documentation remains outstanding in accordance with the agreed procedures
12. Update systems (EG, Fairs for brokered business and the Mortgage Database for mortgage business) to reflect the current status of applications
13. Demonstrate a thorough knowledge of business controls, procedures and systems used in own team
14. Meet service standards in terms of quality and timeliness
15. Assist in the training of other team members
16. Maintain a sound knowledge of new and existing brokered protection/investment & mortgage products
17. Identify, develop and implement process improvements
18. Provide resource for other Field Support & Proposition areas as required
We’re looking for:
Essential
19. Good administration skills
20. Excellent communication skills which are appropriate to the customer and business requirements
21. Excellent attention to detail
22. Ability to work on own initiative
23. Takes ownership of work
24. Have an organised and flexible approach to work and embrace change
25. Team player
26. Willingness to undertake professional qualifications
Desirable
27. Previous Financial Services administration experience
28. At least two years in a mortgage processing environment, with experience preferably of a brokering environment.
29. To have or working towards CeMAP
Benefits:
30. Annual Performance based Bonus – based on a mixture of company and personal performance
31. 28 days annual leave (plus 1 additional “culture day” & bank holidays) – increases to 30 days with 5 years’ service
32. Company pension scheme - matched plus 2% (up to 10%)
33. Free secure underground Birmingham city centre parking (available on weekends for personal use – subject to availability)
34. Cashback and discounts on major brands in retail, leisure, health, and wellbeing
35. Enhanced maternity & paternity pay
36. 2 volunteering days per year
To find out more about some of the great benefits Wesleyan offer, visit our careers page: https://careers.wesleyan.co.uk/applicantPortal/rewards
What to know before applying:
Equal Opportunities: Wesleyan are an equal opportunities employer. We know the best teams are made up of inclusive groups of diverse people where everyone’s contribution counts, and we believe everyone has the right to proudly be themselves. We’re building a culture where difference is actively encouraged and simply recruit the best people for the job irrespective of lifestyle, life history and life choices.
Reasonable Adjustments: We understand that there are a wide range of reasons that you may require reasonable adjustments to the recruitment process- please let us know in your application how we can best support you.
VISA Sponsorship: We are unable to provide VISA sponsorship, and therefore cannot employ anyone who does not have the legal right to live and work in the UK – within our recruitment process you will be asked to provide evidence of your Right to Work.
Advert Closing: We typically advertise for two weeks, though we reserve the right to close adverts early if we receive a high volume of applications; we would therefore recommend an early application if you’d like to be considered for our opportunities.
Regulatory Requirements: Please note this is role is subject to regulatory requirements. As a financial services organisation we are committed to adopting the highest standards and we do this by employing individuals with the appropriate skills, experience and integrity to protect the Wesleyan Group and our customers. Relevant checks and assessments will be carried out during the recruitment process. The nature of the checks will depend on whether the role is subject to the Senior Managers and Certification Regime (SMCR) or the Insurance Distribution Directive Please note a criminal record check and credit check will apply and this role is also subject to ongoing checks in line with the Group SMCR Framework (Fit & Proper Policy).