- Gloucester or Droitwich
- Office-based
Do you have strong mortgage administration experience?
My client, a growing financial planning firm is recruiting for an experienced Mortgage Administrator to join their team. In addition to managing all administrative tasks on behalf of a Mortgage Adviser, you will work closely with the Client Services Manager sharing knowledge and ensuring the delivery of excellent client service across the team.
Key duties and responsibilities:
- Working closely with the Mortgage Adviser to deliver excellent client service and acting as a point of contact for clients on their behalf
- Processing mortgage applications in line with processes and procedures, collating documentation and submitting to lenders
- Communicating with clients to request any missing documents and provide updates on their applications
- Ensuring all mortgage applications meet regulatory standards
- Managing workflow and maintaining back-office systems and client records throughout the application process
- Assisting clients once the mortgage offer has been issued
- Identifying risks and breaches
- Monitoring processes and procedures and identifying areas for improvement
- Assisting in developing processes and procedures to ensure streamlining and efficiencies are in place
- Supporting the Client Services Manager in the delivery of excellent client service across the team
Due to the nature of this Mortgage Administrator role, previous experience in a similar role is required. Please note, that a CeMAP qualification is not required as study support can be offered.
If this role is of interest, then please get in touch to discuss further or apply today!