Mortgage Specialist

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.

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).

• 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

• 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

• Permanent work from home
• Immediate hiring
• Health insurance for eligible locations

Accounting and Finance

Full Time (35 hours or more per week)

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

Sep 08 2026