Portfolio Mortgage Administrator – Client Relations & Risk
Portfolio Mortgage Administrator – Client Relations & Risk

Portfolio Mortgage Administrator – Client Relations & Risk

Full-Time 30000 - 35000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage post-completion accounts and ensure compliance with loan agreements.
  • Company: Dynamic financial services firm in Bootle with a focus on client relations.
  • Benefits: Salary of £30,000 - £35,000, annual bonuses, life insurance, and 25 days holiday.
  • Why this job: Join a team where you can build client relationships and enhance your portfolio management skills.
  • Qualifications: Experience in loan administration and portfolio management is essential.

The predicted salary is between 30000 - 35000 £ per year.

A financial services firm in Bootle seeks an experienced Mortgage Administrator to join their Portfolio Management team. This role entails managing post-completion accounts, ensuring compliance with loan agreements while fostering client relationships.

Offering a salary of £30,000 - £35,000 and benefits including annual bonuses, life insurance, and 25 days holiday, this position is ideal for those skilled in loan administration and portfolio management. Interested applicants are encouraged to apply and take on this exciting opportunity.

Portfolio Mortgage Administrator – Client Relations & Risk employer: Fintelligent

Join a dynamic financial services firm in Bootle, where we prioritise employee well-being and professional growth. With competitive salaries, annual bonuses, and generous holiday allowances, our supportive work culture fosters collaboration and innovation, making it an ideal environment for skilled Mortgage Administrators looking to advance their careers while building meaningful client relationships.
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Contact Detail:

Fintelligent Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Portfolio Mortgage Administrator – Client Relations & Risk

Tip Number 1

Network like a pro! Reach out to your connections in the financial services sector, especially those who know about mortgage administration. A friendly chat can lead to insider info on job openings or even a referral.

Tip Number 2

Prepare for interviews by brushing up on your knowledge of loan agreements and compliance. We recommend practising common interview questions related to client relations and risk management to show you're the right fit for the role.

Tip Number 3

Showcase your skills! Create a portfolio that highlights your experience in managing post-completion accounts and client relationships. This will give you an edge and demonstrate your expertise to potential employers.

Tip Number 4

Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive and eager to join our team.

We think you need these skills to ace Portfolio Mortgage Administrator – Client Relations & Risk

Loan Administration
Portfolio Management
Client Relationship Management
Compliance Knowledge
Attention to Detail
Communication Skills
Problem-Solving Skills
Organisational Skills

Some tips for your application 🫡

Tailor Your CV: Make sure your CV highlights your experience in mortgage administration and client relations. We want to see how your skills align with the role, so don’t be shy about showcasing your relevant achievements!

Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re the perfect fit for our Portfolio Management team. We love seeing genuine enthusiasm, so let your personality come through.

Showcase Compliance Knowledge: Since this role involves ensuring compliance with loan agreements, make sure to mention any relevant experience or knowledge you have in this area. We appreciate candidates who understand the importance of compliance in financial services.

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 from our team!

How to prepare for a job interview at Fintelligent

Know Your Numbers

Brush up on your knowledge of mortgage products and portfolio management metrics. Be ready to discuss specific examples from your past experience that demonstrate your understanding of loan agreements and compliance.

Client Relations Matter

Prepare to showcase your skills in building and maintaining client relationships. Think of instances where you successfully resolved client issues or improved their experience, as this role heavily focuses on client relations.

Stay Compliant

Familiarise yourself with the latest regulations and compliance standards in the mortgage industry. Being able to discuss how you ensure compliance in your previous roles will show that you take this aspect seriously.

Ask Insightful Questions

Prepare thoughtful questions about the company’s approach to portfolio management and client relations. This not only shows your interest but also helps you gauge if the company aligns with your career goals.

Portfolio Mortgage Administrator – Client Relations & Risk
Fintelligent
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  • Portfolio Mortgage Administrator – Client Relations & Risk

    Full-Time
    30000 - 35000 £ / year (est.)
  • F

    Fintelligent

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