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- Tasks: Manage loan applications from start to finish, ensuring smooth communication with clients and partners.
- Company: Join a well-established Property Finance Lender in the dynamic Bridging Finance sector.
- Benefits: Enjoy hybrid working with 3 days remote and 2 days in the office, plus bonuses up to £39,000.
- Why this job: Be part of a growing team, develop your skills, and make a real impact in clients' lives.
- Qualifications: 2 years of administration experience in mortgage or case management; strong IT and communication skills required.
- Other info: Opportunity for brokers to transition back into administration roles.
The predicted salary is between 28000 - 34000 £ per year.
A well-established Property Finance Lender is currently recruiting for a Mortgage Administrator / Case Manager to join their expanding team in the Bridging Finance Sector. The successful candidate will report directly to the Team Manager.
As a Mortgage Administrator / Case Manager, you will be required to manage the Loan pipeline in order to progress a client’s application from start to completion in an efficient and professional manner. You will work closely with brokers, providers, solicitors, and estate agents to ensure all caseloads are processed in an effective and timely manner.
Key responsibilities:- Acting as a primary point of contact for all clients pre-submission of application, also post-completion.
- Uploading supporting documents to the lender’s portal.
- Calling lenders/providers for any updates on mortgage/insurance applications and gathering additional information/missing documents from clients.
- Verifying ID/Documents ensuring applicants meet the lender’s criteria.
- Completing AML and compliance checks as a risk prevention.
- Updating the in-house system ensuring all notes are clear and accurate.
- Minimum of 2 years’ administration experience within Mortgage administration or case management working for a lender or a broker. My client will look at Brokers wanting to move back into administration.
- Good IT skills (Word, PowerPoint, Excel, Outlook).
- Experience managing/prioritising own caseloads.
- Strong communication skills both written and oral.
Mortgage Administrator / Case Manager employer: D&R Recruitment Limited
Contact Detail:
D&R Recruitment Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator / Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage process and terminology. Understanding key concepts like loan pipelines, compliance checks, and AML regulations will help you speak confidently during interviews and demonstrate your knowledge of the role.
✨Tip Number 2
Network with professionals in the property finance sector. Attend industry events or join online forums to connect with current Mortgage Administrators or Case Managers. This can provide valuable insights and potentially lead to referrals.
✨Tip Number 3
Prepare for common interview questions specific to mortgage administration. Think about scenarios where you've successfully managed a caseload or resolved client issues, as these examples will showcase your relevant experience effectively.
✨Tip Number 4
Highlight your IT skills during discussions. Since the role requires good proficiency in software like Word, Excel, and Outlook, be ready to discuss how you've used these tools in previous roles to improve efficiency and organisation.
We think you need these skills to ace Mortgage Administrator / Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in mortgage administration or case management. Emphasise your skills in managing caseloads, communication, and IT proficiency, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Explain how your previous experience aligns with the requirements and express your enthusiasm for the role.
Highlight Key Skills: In your application, focus on key skills such as strong communication, attention to detail, and the ability to manage multiple tasks. Provide examples of how you've successfully used these skills in past roles.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which is essential in this role.
How to prepare for a job interview at D&R Recruitment Limited
✨Showcase Your Administration Experience
Make sure to highlight your previous experience in mortgage administration or case management. Be prepared to discuss specific examples of how you've managed loan pipelines and ensured efficient processing of applications.
✨Demonstrate Strong Communication Skills
Since the role involves liaising with clients, brokers, and other stakeholders, it's crucial to showcase your communication skills. Practice articulating your thoughts clearly and confidently, both verbally and in writing.
✨Familiarise Yourself with Compliance Checks
Understanding AML and compliance checks is essential for this role. Brush up on these topics before the interview so you can discuss how you would approach these tasks and ensure risk prevention effectively.
✨Prepare for Technical Questions
Given the importance of IT skills in this position, be ready to answer questions about your proficiency with software like Word, Excel, and Outlook. You might even be asked to demonstrate your skills, so consider doing a quick refresher on these tools.
