Mortgage Administrator

Fintelligent; England; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services firm in Bootle seeks an experienced Mortgage Administrator to join their Portfolio Management team. This role entails managing post-completion accounts, ensuring compliance with loan agreements while fostering client relationships. Offering a salary of £30,000 - £35,000 and benefits including annual bonuses, life insurance, and 25 days holiday, this position is ideal for those skilled in loan administration and portfolio management. Interested applicants are encouraged to apply and take on this exciting opportunity.

Benefits

Annual bonus scheme

Salary reviews every April

25 days holiday

Life insurance

Onsite parking

Cash-care health plan

Buy and sell holidays option

Regular social events

Qualifications

• Experience in loan administration and portfolio management.
• Strong organisational skills and attention to detail.
• Excellent communication skills for client interaction.

Responsibilities

• Administer new and existing loans and set up cases.
• Organise electronic files and ensure legal documents are filed correctly.
• Proactively monitor loans and identify risks.
• Maintain and update electronic case records and data.
• Communicate with clients to gather information and resolve issues.

Skills

Loan administration

Portfolio management

Organisational skills

Communication skills

Risk identification

Data management

Job description

Job Description

Are you an experienced Mortgage Administrator in search of a new opportunity? Our client is seeking a skilled professional to become part of their Portfolio Management team in Bootle. This compelling position entails overseeing post‑completion accounts for diverse property types, ensuring compliance with loan agreements, and cultivating robust client relationships.

This Mortgage Administrator role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April.

Our client is a forward‑thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship‑building with their clients.

Responsibilities

• Administering new and existing loans, setting up cases, and sending introductory correspondence.
• Organising electronic files and ensuring all legal documents and correspondence are correctly filed.
• Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption.
• Maintaining and updating electronic case records and data.
• Instructing and reviewing asset manager appointments and reports to identify risks.
• Conducting mid‑term searches for all loans.
• Monitoring loan waypoints, key events, and conditions.
• Communicating with clients to gather information and resolve issues.
• Monitoring interest payments and ensuring timely collection.
• Liaising with solicitors for loan repayment and redemption statement preparation.
• Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management.

Package and Benefits

• Annual salary of £30,000 - £35,000, plus an annual bonus scheme.
• Salary reviews every April.
• 25 days holiday, increasing with length of service, plus your birthday off.
• Life insurance and onsite parking.
• Loyalty schemes and a cash‑care health plan.
• Buy and sell holidays option.
• Regular social events.

Ideal Mortgage Administrator

• Experience in loan administration and portfolio management.
• Strong organisational skills and attention to detail.
• Excellent communication skills for client interaction.
• Ability to identify risks and take proactive measures.
• Experience in maintaining electronic records and data management.
• Ability to work independently and as part of a team.

If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you.

If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team. Alternatively please call Jenni on 01614166135 for more information.