Mortgage Administrator

Talent Finder; Whiteley; On-site; GBP 25,000 - 26,000; Full time

Job summary

A leading recruitment agency is seeking an experienced Mortgage Administrator in Whiteley. This role involves managing mortgage applications, acting as a point of contact for clients and lenders, and ensuring compliance with regulations. The ideal candidate should have a background in mortgage administration and excellent communication skills. The position offers annual salary between £25,000 and £26,000 with potential bonuses, along with opportunities for career progression and professional development.

Benefits

Up to £300 monthly bonus

25 days of annual leave plus bank holidays

Nest Pension scheme

Support towards professional qualifications

Friendly office culture with ongoing training

Qualifications

• Manage mortgage applications from deal sign-off through to mortgage offer.
• Acting as the key point of contact between clients and lenders.
• Maintain compliance with KYC and AML regulations.

Responsibilities

• Manage approximately 20 new mortgage deals per month.
• Review and assess client documentation for accuracy.
• Update internal records and Salesforce CRM with client progress.
• Maintain clear communication with all parties involved.

Skills

Previous mortgage administration experience

Strong organisational skills

Excellent communication skills

Attention to detail

Customer-focused attitude

Comfortable working with Excel

Understanding of regulatory frameworks

Education

CeMAP (or working towards)

Tools

Salesforce CRM

Job description

Mortgage Administrator | Segensworth, PO15 5TT | Full Time, Office-based |Working hours are 8 : 30 am–5 : 00 pm or 9 : 00 am–5 : 30 pm | £25,000 – £26,000 per annum + up to £300 monthly bonus

Our client is seeking an experienced and proactive Mortgage Administrator to join their expanding team based in Segensworth. This is a fantastic opportunity to be part of a friendly and professional team, working within a supportive environment that values precision, client care, and continuous development.

You'll be responsible for managing mortgage applications from deal sign-off through to mortgage offer, acting as the main point of contact between clients and lenders. This is an office-based position (with just one work-from-home day per month) that requires previous mortgage administration experience, ideally within a brokerage setting.

Are you the right person for the job?

Previous mortgage administration experience (broker background preferred)

Strong organisational skills with the ability to manage 40–60 active cases at once

Excellent communication skills, both written and verbal

Attention to detail with the ability to process and assess documentation accurately

Customer-focused and proactive, with a positive, problem-solving attitude

Comfortable working with Excel for data entry and portfolio tracking

Confident using or learning Salesforce CRM (training provided)

Ability to work well independently and as part of a small, close-knit team

Understanding of regulatory and compliance frameworks (KYC / AML) within the mortgage industry

Onsite presence required (one WFH day per month only)

Desirable

Knowledge of mortgage systems, products, and lender processes

Relevant qualifications such as CeMAP (or working towards)

Experience communicating directly with lenders, brokers, and clients

What will your role look like?

Manage approximately 20 new mortgage deals per month, overseeing 40–60 active clients at any given time

Act as the key point of contact between clients, lenders, and solicitors throughout the application process

Review and assess client documentation for accuracy and suitability

Instruct valuations and ensure all necessary checks are completed in a timely manner

Update internal records, Excel portfolio trackers, and Salesforce CRM with client progress

Liaise closely with the Completions Team to ensure a smooth handover once the offer is issued

Maintain clear, professional communication with all parties to ensure an exceptional client experience

Ensure compliance with all KYC, AML, and mortgage industry regulations

What can you expect in return?

£25,000 – £26,000 per annum (depending on experience)

Monthly performance bonus up to £300 (after 6-month probation)

25 days of annual leave plus bank holidays

Nest Pension scheme

1 work-from-home day per month

Opportunities for career progression into team leadership, management, compliance, or sales

Support towards professional qualifications (e.g., CeMAP)

Friendly, supportive office culture with ongoing training and development

What's next? It's easy! Click “APPLY” now! We can't wait to hear from you!

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