Mortgage Administrator

Mortgage Administrator Honeycomb is delighted to be partnering with an established financial services organisation in the recruitment of a Mortgage Administrator. This is an excellent opportunity for an organised and customer-focused administrator to join a professional and supportive team. The successful candidate will provide comprehensive administrative support to a team of Mortgage Advisers, managing mortgage, protection and general insurance applications from initial submission through to completion.

The Role Reporting to the Administration Manager, key responsibilities will include:
Processing mortgage applications efficiently from submission through to offer and legal completion. Ensuring all applications are accurate, complete and supported by the required documentation. Uploading and maintaining client information accurately on the internal CRM system. Monitoring applications and setting appropriate reviews to ensure they progress promptly. Liaising regularly with clients, advisers, introducers, lenders and solicitors. Providing lenders with additional information and documentation when required.

Reviewing mortgage offers to ensure all information is correct. Processing protection applications through underwriting and policy commencement. Liaising with clients, medical professionals and product providers to obtain outstanding evidence. Checking protection and general insurance acceptance terms before policies are placed on risk. Maintaining clear, accurate and up-to-date notes across all applications. Building strong working relationships with advisers, introducers and external providers.

Following all company procedures, FCA requirements and Treating Customers Fairly principles. Escalating any conflicting information or potential compliance concerns to management. Supporting senior management with additional administrative duties when required.

The Person The ideal candidate will have:
Previous experience within mortgage administration, financial services or another regulated environment. Strong administrative and organisational skills. Excellent attention to detail and the ability to manage multiple applications. Confident communication skills when dealing with clients and external stakeholders. A professional, proactive and customer-focused approach. The ability to work independently while contributing to a collaborative team environment. A good understanding of compliance, confidentiality and data protection requirements.

Experience using a mortgage or financial services CRM system would be advantageous. The Package The successful candidate will receive a competitive salary alongside the opportunity to join a well-established organisation offering a supportive working environment and excellent long-term career development. To speak in absolute confidence about this opportunity, please send an up-to-date CV via the link provided or contact Sam at or

Skills:

Admin/Administration/Mortgage/Investment/Pensions