Mortgage Administrator / Case Manager (AWDO-P14229) in London)

AWD online; Remote; GBP 25,000 - 30,000; Full time

Job summary

A growing financial services firm is seeking a Mortgage Administrator / Case Manager to manage mortgage applications from start to finish. This role involves liaising with clients, brokers, and third parties while maintaining accurate documentation. The ideal candidate will have experience in the financial services sector, strong organisational skills, and the ability to communicate effectively. This position offers remote work flexibility, competitive salary between £25,000 - £30,000, and a performance-based bonus structure.

Benefits

Day off for your birthday

Pension

Flexible working hours

Qualifications

• Experience in the mortgage or financial services sector is mandatory.
• Proven track record of managing applications from submission through to completion.
• Excellent written and verbal communication skills required.

Responsibilities

• Inputting mortgage applications accurately into lender systems.
• Managing documentation in accordance with lending requirements.
• Liaising with clients and third parties throughout the process.

Skills

Strong organisational skills

Time management skills

Excellent communication skills

Client-focused approach

Attention to detail

Tools

CRM systems

Lender platforms

Job description

Mortgage Administrator / Case Manager

An exciting opportunity has arisen for a Mortgage Administrator / Case Manager to join a growing, award-winning financial services firm, supporting brokers and delivering an exceptional client journey across mortgage and finance applications.

CAPABLE OF WORKING IN FOLLOWING ROLES: Mortgage Assistant, Mortgage Processor, Financial Services Administrator, Loan Administrator, Underwriter, Mortgage Broker.

SALARY: £25,000 - £30,000 per annum Basic Salary / £45,000 OTE + Benefits (see below)

LOCATION: Remote Working Available – You can work remotely from home. However, you will need to spend your first week in the Exeter Office for training. If you live in Exeter, you also have the opportunity to work Hybrid if you want to.

JOB TYPE: Full-Time, Permanent

JOB OVERVIEW

We have a fantastic new job opportunity for a Mortgage Administrator / Case Manager within a professional and client-focused organisation. This role plays a key part in managing mortgage and finance applications from submission through to completion.

As a Mortgage Administrator / Case Manager you will work closely with brokers, clients and third parties, ensuring accurate documentation, clear communication and a smooth end-to-end process.

The Mortgage Administrator / Case Manager role offers variety, responsibility and the opportunity to contribute to a supportive team culture while delivering high standards of customer service within financial services.

DUTIES

• Application Processing: Accurately inputting mortgage and finance applications into lender systems
• Document Management: Uploading and managing supporting documentation in line with lender requirements
• Pipeline Management: Managing a pipeline of cases through to completion
• Client Communication: Communicating with customers verbally and in writing post-application
• Third-Party Liaison: Liaising with solicitors, surveyors and mortgage providers
• CRM Updates: Recording all interactions and activity within the CRM system
• Client Journey Oversight: Overseeing the full client service journey
• Broker Support: Providing administrative support to multiple brokers
• Team Contribution: Working collaboratively and maintaining a positive team environment

CANDIDATE REQUIREMENTS

• Proven experience of working within the mortgage or financial services sector
• Experience managing mortgage or finance cases from application to completion
• Strong organisational and time management skills
• Ability to prioritise workload and work independently
• Excellent written and verbal communication skills
• Experience using CRM systems and lender platforms
• A client-focused approach with attention to detail
• Motivation to develop within a growing business environment

BENEFITS

• Salary £25,000 - £30,000 (OTE £45,000)
• Additional bonus paid for every single case
• Company bonus
• Day off for your birthday
• Pension
• Flexible working hours

HOW TO APPLY

To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.

JOB REF: AWDO-P14229