Mortgage Admin

Job Overview

We are seeking an organised, professional, and customer-focused Mortgage Administrator to support a busy team of Mortgage and Protection Advisers.

The successful candidate will play a vital role in managing mortgage applications from initial enquiry through to completion, ensuring clients receive a seamless and efficient service throughout their property finance journey. This role requires excellent attention to detail, strong communication skills, and the ability to manage multiple cases simultaneously.

Key Responsibilities

Supporting Mortgage Advisers with the administration of residential, remortgage, buy-to-let, and specialist lending applications

Managing mortgage cases from application through to offer and completion

Liaising with clients, lenders, solicitors, estate agents, and other third parties to progress applications

Obtaining and reviewing client documentation, ensuring all compliance requirements are met

Maintaining accurate client records and updating internal CRM systems

Chasing outstanding documents and information from clients and third parties

Monitoring application progress and proactively resolving delays

Preparing suitability and application documentation for advisers

Managing adviser diaries and scheduling client appointments

Handling incoming telephone calls, emails, and client enquiries professionally

Assisting with mortgage reviews, product transfers, and remortgage opportunities

Ensuring all work is completed in accordance with FCA regulations and company procedures

Requirements

Previous experience in mortgage administration, financial services administration, or a similar role

Strong understanding of the mortgage application process

Excellent organisational and time management skills

High level of accuracy and attention to detail

Professional communication and customer service skills

Ability to work effectively in a fast-paced environment

Competent in Microsoft Office and CRM systems

Experience working with lenders, solicitors, and property professionals is advantageous

Personal Attributes

Client-focused approach

Strong problem-solving skills

Proactive and self-motivated

Ability to manage multiple deadlines and priorities

Professional and confidential in handling sensitive information

Positive attitude and willingness to support the wider team