Mortgage Administrator

Partner Recruiter; Bristol; Hybrid; GBP 23,000 - 30,000; Full time

Job summary

A leading mortgage and protection advice company is seeking a Mortgage Administrator for their Knowle office in Solihull. This role offers a hybrid work pattern, exceptional career progression opportunities, and a supportive environment to ensure that clients receive the best possible service.

Benefits

25 Days Holiday plus Bank Holidays

Health Cash Plan

Death in Service (4x Salary)

Pension plan

Career development support

Qualifications

• Experience in financial services administration preferred.
• Ability to manage and track mortgage applications effectively.
• Excellent written and verbal communication skills.

Responsibilities

• Onboard clients with necessary documentation for tailored advice.
• Track application progress and liaise with clients and solicitors.
• Draft regulatory documentation for adviser sign-off.

Skills

Outstanding communication skills

Problem-solving

Customer service

Attention to detail

Education

CeMap qualification or equivalent

Job description

Mortgage Administrator Knowle, Solihull Full Time £23,000 - £30,000 DOE

Our client is a mortgage and protection advice practice based in Knowle, Solihull. They offer clients a lasting relationship built on their three core values: Efficiency, Communication and Expertise. They focus heavily on service to clients from their very first interaction, through to completion.

Due to expansion of the business, they are recruiting for a CeMap or equivalently qualified Mortgage Administrator to join them in their administration team. The ideal candidate will be looking for a role that allows for real input into the growth of the business and the ability to provide market leading service to clients by ensuring they are on hand to support where needed.

The role as a mortgage administrator is key to the success and reputation of the business. This role could be fantastic for someone who has been advising and wants to step away from the advice side of the business, or those with a proven track record of supporting advisers.

They will get to work closely with in house advisers, estate agents, solicitors, and sales progressors to ensure that the client feels completely supported from all angles to make the right financial decisions and ultimately get the keys to their home in the shortest time possible.

Are you the right person for the job?

• CeMap qualified/ Industry equivalent However applications without this will be considered on merit of experience
• Financial services administration experience (ideally within mortgage administration)
• Ability to resolve problems quickly & efficiently whilst keeping relevant colleagues/clients updated
• Outstanding communication skills at all levels, both written and oral
• Demonstrate a confident telephone manner & excellent customer service
• Be passionate about what you do

What will your role look like?

• On boarding of clients including ID s, income proofs and other required documents to ensure that advisors can provide tailored advice from the 1st consultation
• Ability to actively track submitted applications (both mortgage and protection) and provide updates to clients. This includes requesting extra documentation, updating lenders when required and liaising with estate agents/ solicitors/ sales progression to chase cases through to completion
• Drafting regulatory documentation (suitability letters) for adviser final sign off
• Regularly updating advisors on progression of cases and highlighting mortgage offer & protection expiries to ensure the client journey is not delayed
• Tracking procuration payments from lenders/ insurers following completions.
• Utilising CRM systems to ensure updates are well noted
• Dealing with incoming calls and emails
• Submission of mortgage & protection applications and the ability to transpose fact finds from advisors at both agreement in principle and full mortgage application stage

What can you expect in return?

• Hybrid work pattern. 2 days from home, 3 in office (Monday-Friday)
• 25 Days Holiday (Extra 1 for every year up to 30 days!) + Bank Holidays
• Take your birthday off as an extra holiday day!
• Health Cash Plan (Available after Probationary period)
• Death in Service (4 x Salary)
• Pension
• There will be targets to work towards within the role so support/ development will be offered from day one
• A company that promotes progression! We are passionate about progressing and developing our people. As your career blooms with us, we are happy to support further learning and development to ensure you are moving forwards

Interview Process

Shortlisted will be invited for an initial telephone interview, followed by a second-round, face-to-face interview with the Director.

What s next? It s easy! Click APPLY now! We can t wait to hear from you!

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