Mortgage Administrator / Financial Services Client Services Associate

AWD online; United Kingdom; Hybrid; GBP 25,000 - 35,000; Full time

Job summary

A dynamic financial services organization is seeking a Mortgage Administrator / Financial Services Client Services Associate to manage mortgage applications and ensure excellent client service. The ideal candidate will have proven experience in the mortgage industry, strong organizational skills, and a proactive approach to customer service. This role offers a hybrid working model along with competitive benefits, including a company bonus scheme and flexible working hours.

Benefits

Company bonus scheme

Pension

Day off for your birthday

Flexible working hours

Supportive, friendly team environment

Qualifications

• Proven experience in the mortgage or financial services industry.
• Strong knowledge of case management or underwriting procedures.
• Excellent organizational and communication skills.

Responsibilities

• Input and manage mortgage applications accurately.
• Track mortgage cases from submission to completion.
• Provide proactive updates to clients via phone and email.

Skills

Mortgage processing

Client communication

Organizational skills

Problem-solving skills

Tools

CRM systems

Microsoft Office applications

Job description

Overview

Mortgage Administrator / Financial Services Client Services Associate sought by a growing and award-winning financial services organisation. This role supports brokers and ensures clients receive an exceptional level of service throughout their mortgage journey. Suitable candidates may have experience as Mortgage Case Manager, Financial Services Administrator, Client Relationship Coordinator, Mortgage Processor, or Customer Service Executive.

Salary, Location & Job Type

Salary: £25,000 to £35,000 per annum + Benefits

Location: Remote or Hybrid Working Available. Candidates can work remotely from home or hybrid with time spent at the office in Exeter if within a commutable distance

Job Type: Full-Time, Permanent (Flexible Working Hours)

Job Overview

We have a fantastic new job opportunity for a Mortgage Administrator / Financial Services Client Services Associate who is motivated, detail-oriented and committed to delivering outstanding client service within the mortgage and finance industry.

As a Mortgage Administrator / Financial Services Client Services Associate you will play a key role in managing mortgage applications from submission to completion, supporting advisers and maintaining a high standard of accuracy and client communication.

The successful Mortgage Administrator / Financial Services Client Services Associate will thrive in a supportive, team-focused environment, contributing to the company’s continued success and commitment to putting clients first.

Duties

• Application Processing: Input and manage mortgage and finance applications accurately within lender systems and upload required documentation
• Pipeline Management: Track and progress mortgage cases efficiently from submission through to completion
• Client Communication: Provide proactive updates to clients via phone and email, ensuring an excellent post-application experience
• Third-Party Coordination: Liaise with lenders, solicitors and surveyors to keep cases moving smoothly
• Service Excellence: Monitor and maintain the quality of the client experience throughout the mortgage process
• CRM Management: Log all client interactions and activities accurately within the CRM system
• Broker Support: Provide administrative and client service support to a team of brokers
• Team Collaboration: Contribute to a positive and professional working environment within the team

Candidate Requirements

• Proven experience of working within the mortgage or wider financial services industry
• Strong knowledge of mortgage processing, case management or underwriting procedures
• Excellent organisational and communication skills with a keen eye for accuracy
• Ability to manage multiple priorities and work effectively under pressure
• A proactive, customer-focused approach with strong problem-solving skills
• Competent IT skills, including CRM systems and Microsoft Office applications

Benefits

• Company bonus scheme
• Pension
• Day off for your birthday
• Flexible working hours
• Supportive, friendly team environment

How to Apply

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

Job Ref: AWDO-P14027