Portfolio Mortgage Administrator – Client Relations & Risk

Fintelligent; England; On-site; GBP 30,000 - 35,000; Full time

Job summary

A financial services firm in Bootle seeks an experienced Mortgage Administrator to join their Portfolio Management team. This role entails managing post-completion accounts, ensuring compliance with loan agreements while fostering client relationships. Offering a salary of £30,000 - £35,000 and benefits including annual bonuses, life insurance, and 25 days holiday, this position is ideal for those skilled in loan administration and portfolio management. Interested applicants are encouraged to apply and take on this exciting opportunity.

Benefits

Annual bonus scheme

Salary reviews every April

25 days holiday

Life insurance

Onsite parking

Cash-care health plan

Buy and sell holidays option

Regular social events

Qualifications

• Experience in loan administration and portfolio management.
• Strong organisational skills and attention to detail.
• Excellent communication skills for client interaction.

Responsibilities

• Administer new and existing loans and set up cases.
• Organise electronic files and ensure legal documents are filed correctly.
• Proactively monitor loans and identify risks.
• Maintain and update electronic case records and data.
• Communicate with clients to gather information and resolve issues.

Skills

Loan administration

Portfolio management

Organisational skills

Communication skills

Risk identification

Data management

Job description

A financial services firm in Bootle seeks an experienced Mortgage Administrator to join their Portfolio Management team. This role entails managing post-completion accounts, ensuring compliance with loan agreements while fostering client relationships. Offering a salary of £30,000 - £35,000 and benefits including annual bonuses, life insurance, and 25 days holiday, this position is ideal for those skilled in loan administration and portfolio management. Interested applicants are encouraged to apply and take on this exciting opportunity.