Job Overview
We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers.
The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously.
Key Responsibilities
Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications
Managing mortgage cases from application through to offer and completion
Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications
Obtaining and reviewing client documentation, ensuring all compliance requirements are met
Maintaining accurate client records and updating internal CRM systems
Chasing outstanding documents and information from clients and third parties
Monitoring application progress and proactively resolving delays
Preparing suitability and application documentation for advisers
Managing adviser diaries and scheduling client appointments
Handling incoming telephone calls, emails, and client enquiries professionally
Assisting with mortgage reviews, product transfers, and remortgage opportunities
Ensuring all work is completed in accordance with FCA regulations and company procedures
Requirements
Previous experience in mortgage administration, financial services administration, or a similar role
Strong understanding of the mortgage application process
Excellent organisational and time management skills
High level of accuracy and attention to detail
Professional communication and customer service skills
Ability to work effectively in a fast-paced environment
Competent in Microsoft Office and CRM systems
Experience working with lenders, solicitors, and property professionals is advantageous
Personal Attributes
Client-focused approach
Strong problem-solving skills
Proactive and self-motivated
Ability to manage multiple deadlines and priorities
Professional and confidential in handling sensitive information
Positive attitude and willingness to support the wider team
