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- Tasks: Manage mortgage applications and support brokers for a smooth client journey.
- Company: Join an award-winning financial services firm with a client-focused culture.
- Benefits: Competitive salary, bonuses, flexible hours, and a day off for your birthday.
- Why this job: Be part of a dynamic team and make a real impact in the financial sector.
- Qualifications: Experience in mortgage or finance, strong communication, and organisational skills.
- Other info: Remote work available after initial training in Exeter; great career growth opportunities.
The predicted salary is between 25000 - 30000 Ā£ per year.
An exciting opportunity has arisen for a Mortgage Administrator / Case Manager to join a growing, award-winning financial services firm, supporting brokers and delivering an exceptional client journey across mortgage and finance applications.
LOCATION: Remote Working Available ā You can work remotely from home. However, you will need to spend your first week in the Exeter Office for training. If you live in Exeter, you also have the opportunity to work Hybrid if you want to.
JOB TYPE: Full-Time, Permanent
JOB OVERVIEW: We have a fantastic new job opportunity for a Mortgage Administrator / Case Manager within a professional and client-focused organisation. This role plays a key part in managing mortgage and finance applications from submission through to completion.
As a Mortgage Administrator / Case Manager you will work closely with brokers, clients and third parties, ensuring accurate documentation, clear communication and a smooth end-to-end process. The role offers variety, responsibility and the opportunity to contribute to a supportive team culture while delivering high standards of customer service within financial services.
DUTIES
- Application Processing: Accurately inputting mortgage and finance applications into lender systems
- Document Management: Uploading and managing supporting documentation in line with lender requirements
- Pipeline Management: Managing a pipeline of cases through to completion
- Client Communication: Communicating with customers verbally and in writing post-application
- Third-Party Liaison: Liaising with solicitors, surveyors and mortgage providers
- CRM Updates: Recording all interactions and activity within the CRM system
- Client Journey Oversight: Overseeing the full client service journey
- Broker Support: Providing administrative support to multiple brokers
- Team Contribution: Working collaboratively and maintaining a positive team environment
CANDIDATE REQUIREMENTS
- Proven experience of working within the mortgage or financial services sector
- Experience managing mortgage or finance cases from application to completion
- Strong organisational and time management skills
- Ability to prioritise workload and work independently
- Excellent written and verbal communication skills
- Experience using CRM systems and lender platforms
- A client-focused approach with attention to detail
- Motivation to develop within a growing business environment
BENEFITS
- Salary Ā£25,000 - Ā£30,000 (OTE Ā£45,000)
- Additional bonus paid for every single case
- Company bonus
- Day off for your birthday
- Pension
- Flexible working hours
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CVās of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P14229
Mortgage Administrator / Case Manager (AWDO-P14229) in London) employer: AWD online
Contact Detail:
AWD online Recruiting Team
StudySmarter Expert Advice š¤«
We think this is how you could land Mortgage Administrator / Case Manager (AWDO-P14229) in London)
āØTip Number 1
Network like a pro! Reach out to your connections in the mortgage and financial services sector. A friendly chat can lead to insider info about job openings or even a referral, which can give you a leg up in the application process.
āØTip Number 2
Prepare for interviews by practising common questions related to mortgage administration. Think about your past experiences and how they relate to the role. We want you to shine when discussing your skills in managing applications and client communication!
āØTip Number 3
Showcase your organisational skills! During interviews, share specific examples of how you've managed multiple cases or prioritised tasks effectively. This will demonstrate your ability to handle the fast-paced environment of a Mortgage Administrator.
āØTip Number 4
Donāt forget to apply through our website! Itās the best way to ensure your application gets seen. Plus, we love seeing candidates who take the initiative to engage with us directly. Letās get you that dream job!
We think you need these skills to ace Mortgage Administrator / Case Manager (AWDO-P14229) in London)
Some tips for your application š«”
Tailor Your CV: Make sure your CV is tailored to the Mortgage Administrator / Case Manager role. Highlight your experience in the mortgage or financial services sector and showcase any relevant skills that match the job description.
Showcase Your Communication Skills: Since this role involves a lot of client communication, emphasise your excellent written and verbal communication skills. Use clear and concise language in your application to demonstrate your ability to communicate effectively.
Highlight Organisational Skills: The job requires strong organisational and time management skills. In your application, mention specific examples of how you've successfully managed workloads and prioritised tasks in previous roles.
Apply Through Our Website: We encourage you to apply through our website for a smoother application process. This way, we can easily review your details and get back to you quickly. Donāt miss out on this exciting opportunity!
How to prepare for a job interview at AWD online
āØKnow Your Stuff
Make sure you brush up on your knowledge of mortgage processes and financial services. Familiarise yourself with common terminology and the specific duties of a Mortgage Administrator / Case Manager. This will help you answer questions confidently and show that you're genuinely interested in the role.
āØShowcase Your Communication Skills
Since this role involves a lot of client communication, be prepared to demonstrate your verbal and written communication skills. You might be asked to explain complex concepts simply or handle a mock client scenario. Practise articulating your thoughts clearly and concisely.
āØHighlight Your Organisational Skills
The job requires strong organisational abilities, so come ready to discuss how you manage your workload and prioritise tasks. You could share examples from previous roles where you successfully handled multiple cases or tight deadlines, showcasing your time management prowess.
āØAsk Insightful Questions
At the end of the interview, donāt forget to ask questions! Inquire about the team culture, training opportunities, or how success is measured in the role. This shows your enthusiasm for the position and helps you determine if the company is the right fit for you.
