Mortgage Administrator (Apprenticeship)

GetMyFirstJob Ltd; Exmouth; On-site; GBP 20,000 - 25,000; Full time

Job summary

A leading recruitment firm in England seeks a highly organised individual to join their mortgage team. The role involves administrative support for mortgage advisers and liaising between clients and lenders. Candidates should have strong organisational skills and a willingness to learn, with GCSE Maths/English preferred. The position offers prospects to train as a Mortgage Advisor or financial adviser.

Qualifications

• Strong organisational skills and excellent attention to detail.
• Highly competent communication skills.
• Good time management and ability to manage workload efficiently.

Responsibilities

• Act as the first point of contact for client and lender queries.
• Input client and application data into systems accurately.
• Prepare and submit mortgage applications to lenders.

Skills

Organisational skills

Attention to detail

Communication skills

Time management

Self-motivation

Education

GCSE Maths/English at Grade 4/C

Tools

Microsoft Word

Microsoft Excel

Job description

We are looking for a highly organised individual with excellent attention to detail to join our mortgage team at Meredith Morgan Taylor. The role involves providing administrative support to our mortgage advisers, liaising between clients, mortgage lenders and solicitors.

Duties include:

• Act as the first point of contact for client and lender queries during the mortgage process.
• Accurately input client and application data into systems.
• Prepare and submit mortgage applications and supporting documentation to lenders.
• Track progress of applications and proactively chase outstanding information or documents.
• Liaise with lenders, solicitors and clients to ensure cases progress efficiently.
• Maintain up-to-date records and ensure all compliance requirements are met.
• Keep advisers informed of application progress and any issues.
• Support advisers with general administrative duties as required.

Training: One day a week (during term time) working towards either the Level 2 Step into Business or Level 3 Business Administration apprenticeship to be decided by the college depending on the applicant.

Qualifications required: GCSE Maths/English at Grade 4/C is preferred.

Skills required: Strong organisational skills and excellent attention to detail, highly competent communication skills, good time management, a desire to show initiative, basic computer skills with knowledge of Microsoft systems including word & excel, self-motivated and able to work as part of a team, ability to manage workload efficiently and work independently.

Prospects: Ability to train to become a Mortgage Advisor, para-planner or financial adviser.

Qualification / Standard: ST0070 Business administrator, Duration 18 months