Mortgage and Protection Administrator
Our client is looking for an experienced Mortgage and Protection Administrator with at least two years' experience in a mortgage administration role.
This is very much an administration and case-management position. They are looking for someone who enjoys being organised, keeping on top of cases, dealing with clients and lenders, and making sure the administrative and compliance side of the business is handled properly.
You will work closely with the Mortgage Brokers and take responsibility for the administration of cases from the initial stages through to mortgage offer and completion.
Key Responsibilities:
- Liaising with clients to obtain the documents and information required for their mortgage application.
- Reviewing and organising client documentation so cases are properly prepared for the Broker to review.
- Submitting Decisions in Principle and full mortgage applications to lenders based on the Broker's advice and instructions.
- Managing applications after submission, including dealing with lender requirements, outstanding documents and case updates.
- Keeping clients informed and following up where further information or documentation is required.
- Completing the required compliance administration for each case in line with the network's requirements and the Broker's guidance.
- Maintaining accurate and well-organised client records on the CRM and internal systems.
- Submitting and progressing protection applications, including Life Insurance, Critical Illness Cover and other personal or business protection products.
- Liaising with lenders, insurers and other parties involved in a case where required.
- Keeping on top of multiple cases at different stages and making sure nothing gets missed.
What They're Looking For
You will need a minimum of two years' experience working in mortgage administration.
Our client is particularly looking for someone who is naturally organised and takes pride in good administration.
You should be comfortable picking up the phone and speaking with clients, lenders and insurers, and confident using different systems throughout the working day.
You will also need:
- Strong attention to detail.
- Good written and verbal communication skills.
- Confidence dealing with clients over the telephone.
- Experience using mortgage CRM systems and lender portals.
- Experience submitting DIPs and mortgage applications.
- A good understanding of mortgage compliance and file requirements.
- Experience with protection applications and the associated administration and compliance.
- Strong general IT skills.
- The ability to manage your own workload and priorities.
- A proactive approach to chasing outstanding information and progressing cases.
- The ability to work independently while being part of a small team.
Because this is a boutique firm, our client is looking for someone who is comfortable with the demands of a growing business and is willing to take ownership of their area of responsibility.
Right to Work
Applicants must already have the right to work in the UK. Visa sponsorship is not available for this position.
What's On Offer:
- £27,000 - £30,000 per annum.
- Hybrid working - London office and home working.
- Permanent, full-time position.
- A stable role within a small, growing mortgage and property finance brokerage.
- The opportunity to become an important part of the day-to-day running of the firm as the business grows.
Our client is looking for someone who genuinely enjoys mortgage administration, likes keeping things organised and takes satisfaction from making sure cases are handled properly from start to finish.
If that sounds like you, our client would be interested in hearing from you.
