Mortgage Administrator / Case Manager
Join an award-winning finance brokerage in Exeter and take ownership of mortgage applications through to completion. This opportunity suits someone with previous mortgage industry experience who is client-focused, organised and keen to grow with the business.
If you’ve also worked in the following roles, we’d also like to hear from you: Mortgage Processor, Mortgage Case Handler, Mortgage Broker Support, Mortgage Adviser Support, Mortgage Support Administrator, Mortgage Applications Administrator, Financial Services Administrator, Mortgage Underwriter, Mortgage Broker, Mortgage Adviser
Benefits include a bonus for every case, a company bonus, a birthday day off, gym membership and flexible working hours.
SALARY: £45,000 OTE / £25,000 to £30,000 per annum Basic Salary + Benefits
LOCATION: Remote and Hybrid working available – candidates need to be located within 60 miles of Exeter. Initial training will be from the Exeter Office.
JOB TYPE: Full-Time, Permanent
JOB OVERVIEW
This is a great opportunity to join a growing, client-first brokerage where the Mortgage Administrator / Case Manager helps keep applications moving smoothly from submission to completion.
The Mortgage Administrator / Case Manager will work closely with brokers, customers, lenders, solicitors and surveyors, combining accurate administration with proactive case progression.
With ownership of the post-application client journey, the Mortgage Administrator / Case Manager will maintain clear communication, accurate CRM records and a consistently professional service.
DUTIES
- Mortgage Application Processing: Accurately input mortgage applications into lender systems and upload supporting documents
- Pipeline Management: Manage mortgage and finance applications through to completion
- Client Communication: Keep customers updated in writing and by phone throughout the post-application process
- Third-Party Liaison: Work with mortgage companies, solicitors and surveyors to progress cases
- Client Journey Oversight: Help deliver a smooth, professional client service experience
- CRM Record Keeping: Record interactions and activities accurately in the CRM system
- Broker Support: Support 6 brokers with case progression and administration
CANDIDATE REQUIREMENTS
- Previous experience within the mortgage industry, gained as a broker, case manager or underwriter
- Ability to take initiative, manage time effectively and prioritise tasks efficiently
- Motivation to develop within a professional and growing business environment
- Passion for delivering an excellent client experience
- Confident written and verbal communication skills
BENEFITS
- Bonus paid for every case
- Company bonus
- Day off for your birthday
- Gym membership
- Pension
- Flexible working hours
- And an awesome team to work with!
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