Mortgage Administrator

Sidmont Mortgages & Protection; Sheet; On-site; GBP 21,000 - 32,000; Full time

Benefits offered by this job

Competitive salary

Supportive environment

Ongoing training

Career development

Flexible working options

Company pension

Holiday entitlement

Job summary

Sidmont Mortgages & Protection is seeking a highly organised Mortgage Administrator to join our team in Petersfield. You will support advisers and clients, manage mortgage and protection applications, and help ensure smooth progression from enquiry to completion.

The role emphasises strong administration, attention to detail, and excellent communication. Proficiency in Microsoft Office and CRM systems, plus the ability to work independently, will help you thrive in a friendly, professional

Qualifications

• Excellent organisational and administrative skills.
• Experience in mortgage or financial services administration is desirable.
• Strong written and verbal communication skills.
• Proficient in Microsoft Office and CRM systems.
• Attention to detail and accuracy.
• Able to prioritise workloads and work independently.
• Friendly, professional and customer-focused.

Responsibilities

• Supporting mortgage advisers with the administration of mortgage and protection applications.
• Liaising with clients, lenders, solicitors and estate agents.
• Obtaining and checking documentation for accuracy and compliance.
• Chasing outstanding information and keeping all parties updated.
• Maintaining accurate client records and updating CRM systems.
• Managing advisers' diaries and appointments where required.
• Ensuring all files meet regulatory and compliance standards.
• Providing a professional and friendly service to clients throughout the mortgage process.

Skills

Excellent organisational skills

Administration experience

Written and verbal communication

Microsoft Office

CRM systems

Attention to detail

Prioritising workloads

Tools

Microsoft Office

CRM systems

Job description

Mortgage Administrator

Location: Petersfield
Hours: 25-40 hours per week over 5 days
Remuneration: Dependant on experience and contracted hours + bonus + 22 days holiday.

About the Role

We are looking for a highly organised and motivated Mortgage Administrator to join our team. This is an excellent opportunity for someone with strong administrative skills who enjoys providing exceptional support to both clients and advisers.

The successful candidate will play a key role in ensuring mortgage applications progress smoothly from initial enquiry through to completion, delivering excellent customer service every step of the way.

Key Responsibilities

• Supporting mortgage advisers with the administration of mortgage and protection applications.
• Liaising with clients, lenders, solicitors and estate agents.
• Obtaining and checking documentation for accuracy and compliance.
• Chasing outstanding information and keeping all parties updated.
• Maintaining accurate client records and updating CRM systems.
• Managing advisers' diaries and appointments where required.
• Ensuring all files meet regulatory and compliance standards.
• Providing a professional and friendly service to clients throughout the mortgage process.

About You

We're looking for someone who:

• Has excellent organisational skills.
• Has previous administration experience (mortgage or financial services experience is desirable but not essential).
• Has excellent written and verbal communication skills.
• Is confident using Microsoft Office and CRM systems.
• Has strong attention to detail.
• Can prioritise workloads and work independently.
• Is friendly, professional and customer-focused.

Desirable Experience

• Experience working within mortgages, insurance, financial services or banking.
• Knowledge of mortgage application processes.

What We Offer

• Competitive salary.
• Supportive and friendly working environment.
• Ongoing training and career development.
• Opportunity to develop within the mortgage and insurance industry.
• Flexible working options (where applicable).
• Company pension.
• Holiday entitlement.