Mortgage Admin

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