Mortgage Specialist Job Belfast Northern Ireland UK,Finance & Banking

Job Overview:

We are seeking an experienced UK Mortgage Specialist for a remote, outsourced role. You will take full ownership of end-to-end case management—from post-fact-find to offer and completion—ensuring strict FCA compliance and freeing the adviser to focus on client relationships and growth. Strong knowledge of UK mortgage processes, lender portals, and live-case management is required.

Schedule:

Remote, Full Time | Mondays to Fridays, 9:00 am to 5:00 pm (UK Time), with a 1-hour unpaid break (40 hours per week).

Responsibilities:

Mortgage Administration & Case Management:
Create, manage, and maintain cases on Stonebridge Revolution and my CRM SMARTR
365.
Package and submit mortgage applications to lenders and complete client details on our CRM – SMARTR
365.
Upload all supporting documentation to the lender portals and save documents to our One Drive folder, ensuring that the applications are accurate, complete, and compliant before submission
Monitor lender SLAs and proactively chase cases through to mortgage offer whilst keeping clients updated throughout the process
Compliance & Documentation:
Complete all required Stonebridge compliance tasks on Revolution.
Ensure suitability letters, disclosures, and supporting documents are correctly uploaded and recorded, and maintain clean, audit-ready files in line with FCA and Consumer Duty requirements.
Flag any compliance or lender policy issues to the adviser promptly
Lenders:
Liaise with lenders as required and chase valuations, underwriting queries, mortgage offers, exchange, and completion.
Create streamlined, fully compliant case management on Stonebridge Revolution that drives faster completions with minimal lender queries and significantly reduces adviser admin workload.
Client Communication:
Serve as the professional post-advice contact for clients, clearly requesting required documentation and providing timely progress updates throughout the process.
Systems & Experience

Required:

Experience with UK mortgage lenders and their online portals and knowledge of FCA compliance and regulated mortgage advice environments

Requisites:

Minimum 1+ years of experience as a UK mortgage administrator or para-planner
Highly organized, detail-oriented, and proactive
Comfortable managing multiple cases simultaneously
Strong written and verbal English communication skills
Able to work independently and meet strict deadlines

Independent Contractor Perks

Permanent work from home
Immediate hiring
Health insurance for eligible locations

Job Category

Accounting and Finance

Job Type

Full Time (35 hours or more per week)

Work Schedule and Timezone

London UK Mondays to Fridays, 9:00 am to 5:00 pm (UK Time), with a 1-hour unpaid break (40 hours per week)

Published on

Sep 08 2026