Mortgage Administrator / Case Manager (AWDO-P15317)

AWD online; Devon and Torbay; Hybride; GBP 25 000 - 30 000; Plein temps

Avantages offerts par ce poste

Bonus per case

Company bonus

Birthday day off

Flexible working hours

Remote and hybrid working

Résumé du poste

AWD online is seeking a Mortgage Administrator / Case Manager in Exeter. This client-first brokerage offers remote and hybrid working within 60 miles of Exeter, with initial training at the Exeter Office. The role combines administration with proactive case progression across brokers, customers, lenders, solicitors and surveyors.

You will own post-application journeys, maintain CRM records and deliver a consistently professional service to drive timely completions.

Qualifications

• Previous experience within the mortgage industry, e.g. broker, case manager or underwriter.
• Ability to take initiative, manage time effectively and prioritise tasks.
• Motivation to develop within a professional and growing business.
• Passion for delivering an excellent client experience.
• Confident written and verbal communication skills.

Responsabilités

• Mortgage application processing: input applications into lender systems and upload documents.
• Pipeline management: see applications through to completion.
• Client communication: keep customers updated in writing and by phone.
• Third-party liaison: work with mortgage companies, solicitors and surveyors to progress cases.
• CRM record keeping: accurate interactions in the CRM system.
• Broker support: assist 6 brokers with case progression and administration.

Connaissances

Mortgage industry experience

Time management

Communication

Client service

Proactivity

Outils

CRM software

Description du poste

Join an award-winning finance brokerage in Exeter and take ownership of mortgage applications through to completion. This opportunity suits someone with previous mortgage industry experience who is client-focused, organised and keen to grow with the business.

If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Processor, Mortgage Case Handler, Mortgage Broker Support, Mortgage Adviser Support, Mortgage Support Administrator, Mortgage Applications Administrator, Financial Services Administrator, Mortgage Underwriter, Mortgage Broker, Mortgage Adviser

Benefits include a bonus for every case, a company bonus, a birthday day off, gym membership and flexible working hours.

SALARY: £45,000 OTE / £25,000 to £30,000 per annum Basic Salary + Benefits

LOCATION: Remote and Hybrid working available – candidates need to be located within 60 miles of Exeter. Initial training will be from the Exeter Office.

JOB TYPE: Full-Time, Permanent

JOB OVERVIEW

This is a great opportunity to join a growing, client-first brokerage where the Mortgage Administrator / Case Manager helps keep applications moving smoothly from submission to completion.

The Mortgage Administrator / Case Manager will work closely with brokers, customers, lenders, solicitors and surveyors, combining accurate administration with proactive case progression.

With ownership of the post-application client journey, the Mortgage Administrator / Case Manager will maintain clear communication, accurate CRM records and a consistently professional service.

DUTIES

Your duties as the Mortgage Administrator / Case Manager include:

• Mortgage Application Processing: Accurately input mortgage applications into lender systems and upload supporting documents
• Pipeline Management: Manage mortgage and finance applications through to completion
• Client Communication: Keep customers updated in writing and by phone throughout the post-application process
• Third-Party Liaison: Work with mortgage companies, solicitors and surveyors to progress cases
• CRM Record Keeping: Record interactions and activities accurately in the CRM system
• Broker Support: Support 6 brokers with case progression and administration

CANDIDATE REQUIREMENTS

• Previous experience within the mortgage industry, gained as a broker, case manager or underwriter
• Ability to take initiative, manage time effectively and prioritise tasks efficiently
• Motivation to develop within a professional and growing business environment
• Passion for delivering an excellent client experience
• Confident written and verbal communication skills

BENEFITS

• Bonus paid for every case
• Company bonus
• Day off for your birthday
• Flexible working hours
• And an awesome team to work with!

JOB REF: AWDO-P15317