Mortgage Administrator

Mortgage Intelligence; Maidenhead; On-site; GBP 22,000 - 26,000; Full time

Job summary

A financial services company in Maidenhead is seeking a customer-facing candidate for its mortgage team. The role involves keying mortgage applications, gathering client documentation, providing administrative support to brokers, and ensuring a quality service experience for clients. Strong administration skills and the ability to adapt to changing tasks are essential. Previous mortgage experience is a bonus but not necessary, as training will be provided on the job.

Qualifications

• Experience in customer service roles is beneficial.
• Strong organizational skills are necessary.
• Ability to manage changing workloads effectively.

Responsibilities

• Key mortgage applications into the banking systems.
• Gather and verify documents from clients.
• Provide administrative support to brokers.
• Manage client service experience throughout the process.
• Record all actions to maintain clarity and compliance.
• Assisting the brokers with completing rate checks on a regular basis and updating clients/securing new offers.
• Ensuring all work meets the Networks and FCA compliance standards.
• Assisting the Team with any other duties, as reasonably requested including Insurances.
• Adapting duties to meet the changing requirements of the business.
• Be able to prioritise workload and perform under pressure.
• Be able to work as part of a team, while also focusing on their own individual workload.
• Be customer centric, placing the customer experience at the every action taken.
• Be good at managing change.
• Have a strong administration background. Previous mortgage / property experience is a bonus but not necessary.

Skills

Customer centric

Strong administration

Ability to work under pressure

Teamwork

Tools

Mortgage systems

Job description

This is an office based key customer facing role within our Mortgage team and as such it involves a varied set of activities, which include:

• Keying Mortgage applications into the Banks systems (checking income, personal details, credit commitments etc.)
• Gathering and checking documents/information from clients as required by the lenders during the underwriting process
• Providing administrative support to the brokers
• Managing the client service experience through to completion – speaking with clients, lenders and solicitors
• Recording all conversations and actions taken to keep a clear audit trail
• Assisting the brokers with completing rate checks on a regular basis and updating clients/securing new offers
• Ensuring all work meets the Networks and FCA compliance standards
• Assisting the Team with any other duties, as reasonably requested including Insurances
• Adapting duties to meet the changing requirements of the business.
• Be able to prioritise workload and perform under pressure
• Be able to work as part of a team, while also focusing on their own individual workload
• Be customer centric, placing the customer experience at the every action taken
• Be good at managing change
• Have a strong administration background. Previous mortgage / property experience is a bonus but not necessary.

Staff Training & Reviews

Training will primarily take place ‘on the job’. Reviews will be undertaken as required with all staff to discuss the following areas:

• Quality / Accuracy of Work
• Client Feedback
• Provider / Other Feedback (where applicable)