Mortgage Administrator / Financial Services Client Services Associate (AWDO-P14027) in Birmingham)

AWD online; United Kingdom; Remote; GBP 30,000 - 40,000; Full time

Job summary

A financial services company in the United Kingdom is seeking a motivated Mortgage Administrator / Financial Services Client Services Associate. This role involves managing mortgage applications, providing exceptional client service, and supporting a team of brokers. Candidates should have experience in the financial services industry, excellent communication skills, and proficiency with CRM systems. Join a friendly team environment with various employee benefits, including a company bonus scheme and flexible working hours.

Benefits

Company bonus scheme

Pension

Day off for your birthday

Flexible working hours

Supportive team environment

Qualifications

• Proven experience in mortgage or financial services required.
• Strong knowledge of mortgage processing, case management, or underwriting essential.
• Excellent communication and organizational skills needed.

Responsibilities

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

Skills

Experience in mortgage or financial services

Knowledge of mortgage processing

Organizational skills

Communication skills

Problem-solving skills

IT skills including CRM and Microsoft Office

Tools

CRM Systems

Microsoft Office

Job description

Mortgage Administrator / Financial Services Client Services Associate

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 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.