Mortgage Administrator

Mortgage Administrator

Grantham Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Support Mortgage Advisers by managing client cases and ensuring all documentation is up-to-date.
  • Company: Join a well-established mortgage company based near Lincoln, known for its supportive culture.
  • Benefits: Enjoy flexible working options and opportunities for professional growth in the financial sector.
  • Why this job: Be part of a dynamic team that values communication and client relationships while making a real impact.
  • Qualifications: Experience in the financial industry is a plus; excellent communication skills are essential.
  • Other info: Work permit may be required for non-passport holders; apply through the 'Apply now' button.

The predicted salary is between 28800 - 43200 £ per year.

Job Description

Our client are a well established Mortgage company based near Lincoln. The main purpose of this role is to give administration support to the Mortgage and Protection Advisers to ensure all converted cases are kept fully up to date informing both the client and the adviser.

MAIN RESPONSIBILITIES

  • Communicate with the advisers, building a strong rapport and relationship, working together to ensure clients are dealt with in an appropriate and efficient manner from application through to completion
  • Liaising with clients via e-mails, telephone and letter to maximise business opportunities.
  • Manage converted cases alongside the advisers to ensure all paperwork and relevant documentation is completed and attached to the file.
  • Liaise with Lenders, Providers and Conveyancers to keep the file up to date informing both the Adviser and the Client.
  • Take ownership of each converted case through the key stages of application be that for mortgage or protection.
  • Chase all cases as per the required process updating all parties.
  • Relay any issues that arise to the Mortgage and Protection Advisers promptly.
  • Updating the case management system and ensuring its accuracy of case notes.
  • Be aware of and follow compliance procedures and processes.
  • Time Management skills are required to work and adhere to deadlines.
  • To maintain a high level of product and industry knowledge
  • To apply, candidates:

  • Must be an excellent telephone communicator.
  • Experience within the financial industry is a key benefit.
  • CeMAP an advantage but not essential
  • Mortgage Administrator employer: Rosato Recruitment

    Our client is a leading Mortgage company located near Lincoln, offering a supportive and collaborative work environment where employees are encouraged to grow and develop their skills. With a strong focus on employee well-being, the company provides comprehensive training opportunities and fosters a culture of teamwork and open communication, making it an excellent place for those seeking a rewarding career in the financial industry.
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    Contact Detail:

    Rosato Recruitment Recruiting Team

    StudySmarter Expert Advice 🤫

    We think this is how you could land Mortgage Administrator

    ✨Tip Number 1

    Familiarise yourself with the mortgage process and terminology. Understanding key concepts will help you communicate effectively with advisers and clients, showcasing your knowledge during any discussions.

    ✨Tip Number 2

    Build your network within the financial industry. Attend local events or join online forums related to mortgages and finance. This can help you gain insights and potentially connect with current employees at our company.

    ✨Tip Number 3

    Practice your telephone communication skills. Since this role involves liaising with clients and advisers over the phone, being articulate and confident in your speech will set you apart from other candidates.

    ✨Tip Number 4

    Stay updated on industry trends and compliance regulations. Demonstrating your commitment to ongoing learning will show us that you're serious about the role and ready to contribute positively to our team.

    We think you need these skills to ace Mortgage Administrator

    Strong Communication Skills
    Customer Service Orientation
    Attention to Detail
    Time Management
    Organisational Skills
    Knowledge of Mortgage Products
    Familiarity with Case Management Systems
    Ability to Build Rapport
    Problem-Solving Skills
    Compliance Awareness
    Proficiency in Microsoft Office Suite
    Experience in the Financial Industry
    Effective Written Communication
    Relationship Management

    Some tips for your application 🫡

    Understand the Role: Read the job description carefully to understand the responsibilities and requirements of the Mortgage Administrator position. Tailor your application to highlight relevant experience and skills that match these requirements.

    Craft a Strong CV: Ensure your CV is up-to-date and clearly outlines your experience in administrative roles, particularly within the financial industry. Highlight any specific achievements or skills that demonstrate your ability to manage cases and communicate effectively.

    Write a Compelling Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention how your background aligns with the responsibilities listed, such as managing paperwork and liaising with clients and advisers. Use specific examples to illustrate your points.

    Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects attention to detail, which is crucial for the Mortgage Administrator role.

    How to prepare for a job interview at Rosato Recruitment

    ✨Know Your Mortgage Basics

    Brush up on your knowledge of mortgage products and processes. Understanding the terminology and key concepts will help you communicate effectively with both advisers and clients during the interview.

    ✨Demonstrate Strong Communication Skills

    Since the role involves liaising with clients and advisers, showcase your excellent telephone and written communication skills. Prepare examples of how you've successfully managed client relationships in the past.

    ✨Showcase Your Organisational Skills

    Highlight your ability to manage multiple cases and adhere to deadlines. Be ready to discuss specific strategies you use to stay organised and ensure all paperwork is completed accurately.

    ✨Prepare for Compliance Questions

    Familiarise yourself with compliance procedures relevant to the mortgage industry. Be prepared to discuss how you would handle compliance issues and maintain accuracy in case management.

    Mortgage Administrator
    Rosato Recruitment
    Location: Grantham
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