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- Tasks: Manage mortgage applications and support clients through the process.
- Company: Dynamic financial services firm with a focus on client satisfaction.
- Benefits: Competitive salary, flexible hours, 20 days holiday, and Christmas shutdown.
- Other info: Opportunity for growth in a vibrant office environment.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in mortgage administration and strong communication skills.
Are you a Mortgage Case Manager/Administrator looking for a fresh challenge? As a Case Manager, you’ll be working closely with clients, advisers, lenders, insurers, solicitors, estate agents and surveyors to turn our advice into a reality for our clients. Full time, 37.5 hours, 9 – 5:30 but can be flexible on this. 20 days paid holiday plus shutdown over Christmas period on top of this. Lovely air conditioned offices in the town centre, decent company sick pay scheme (2 years). £32,175 per year.
Responsibilities
- Application Processing & Documentation: Review, verify, and process mortgage and protection applications. Ensure all necessary documentation is collected, organised, and accurately filed. Package applications for submission to lenders and insurers. Prioritise well to ensure you are working on the right things first.
- Client Communication & Support: Serve as the first point of contact for clients regarding their applications. Provide updates on application status and address any client queries or concerns. Liaise with advisers, underwriters, and third-party providers to resolve issues promptly. Become an expert in mortgage and protection administration with a good understanding of how to work with each provider you encounter.
- Record Keeping & Compliance: Ensure all applications and documentation comply with relevant financial regulations and company policies. Maintain accurate records of all transactions and communications in the CRM system. Maintain up-to-date knowledge of industry regulations, guidelines, and best practices. Assist with internal audits and regulatory reviews.
- Administrative & Coordination Tasks: Schedule appointments, follow-ups, and meetings related to mortgage and protection cases. Assist with the preparation of marketing materials and client communications. Support the mortgage and protection team by performing general administrative duties as needed.
- Quality Assurance: Conduct regular reviews of application files for accuracy and completeness. Identify process improvements to enhance efficiency and client satisfaction.
Requirements
- Experience & Knowledge: Previous experience in mortgage administration, protection (life insurance) administration, or a related financial services role. Familiarity with mortgage and protection products, underwriting processes, and relevant compliance regulations. Understanding of mortgage CRM systems and lenders systems. Be aware of your client reviews and performance - learn and adapt from this data.
- Skills & Competencies: Strong attention to detail and a high level of accuracy. Excellent organizational and time management skills, with the ability to prioritize tasks effectively. Excellent communication skills, working primarily by phone, as well as face to face if office based. Make sure clients feel valued and have a great experience. Proficiency in using office software (e.g., Microsoft Office or Google Workspace) and comfortable with learning new technology platforms.
- Personal Attributes: High standards of integrity. Stay focused on keeping promises and offering great client service. Be a great team player, share what you learn and help your colleagues. Commitment to maintaining confidentiality and handling sensitive client data responsibly. Work independently with minimal supervision. Be willing to ask for help and be honest if you’ve messed something up so that we can fix it.
Mortgage Administrator in Thame employer: Citrus Elite Recruitment Ltd
Contact Detail:
Citrus Elite Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Administrator in Thame
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage industry and let them know you're on the hunt for a new role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to mortgage administration. Think about how your previous experience aligns with the responsibilities listed in the job description, and be ready to share specific examples that showcase your skills.
✨Tip Number 3
Don’t underestimate the power of follow-ups! After an interview, send a quick thank-you email to express your appreciation for the opportunity. It shows your enthusiasm and keeps you fresh in their minds.
✨Tip Number 4
Apply through our website for the best chance at landing that Mortgage Administrator role! We love seeing applications come directly from motivated candidates who are eager to join our team.
We think you need these skills to ace Mortgage Administrator in Thame
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage Administrator role. Highlight your experience in mortgage administration and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of your past experiences and how they relate to the responsibilities listed in the job description. We love a good story!
Show Off Your Communication Skills: Since you'll be the first point of contact for clients, it's crucial to demonstrate your excellent communication skills in your application. Whether it's through your CV or cover letter, make sure we can see your ability to engage with clients effectively.
Apply Through Our Website: We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you don’t miss out on any important updates. Plus, we love seeing applications come in through our own platform!
How to prepare for a job interview at Citrus Elite Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on mortgage and protection products, as well as the underwriting processes. Familiarity with the relevant compliance regulations will show that you're serious about the role and can hit the ground running.
✨Showcase Your Communication Skills
Since you'll be the first point of contact for clients, practice how you articulate your thoughts clearly and confidently. Think about examples where you've successfully resolved client queries or concerns in the past.
✨Demonstrate Attention to Detail
Prepare to discuss how you ensure accuracy in your work. Bring examples of how you've maintained high standards in documentation and record-keeping, as this is crucial for a Mortgage Administrator.
✨Be a Team Player
Highlight your ability to collaborate with others, whether it's liaising with advisers or supporting your colleagues. Share instances where you've helped improve team efficiency or client satisfaction, as this will resonate well with the interviewers.