Mortgage Administrator


Reference ID





to c£25,000 + benefits

Contact Person

Angela Liscombe

Job description

Mortgage Administrator

Bromsgrove (Our Ref AL937)

Salary to £25,000 + benefits


My client is well established and now has an exciting new opportunity for an experienced Mortgage Administrator to join their team.


The Role:


Mortgage Application Processing

·        Dealing with providers, lenders and clients for case progression and case placement

·        Dealing with solicitors and conveyancers regarding exchange/completion dates

·        Managing review dates for existing clients

·        Ensure all necessary documentation is held within the clients file, meeting FCA rule and regulations


New Client input into Client Database

·        Update and maintain client details in Client Database

·        Check all Anti Money Laundering information is current

·        Ensure all disclosure documents are signed, dated and uploaded to database

·        Prepare & send-off authority letters and send to client for signature

·        Input details of existing mortgages and protection policies


Adviser/Client/Provider Requests

·        Obtain illustrations, application forms, Key Feature Documents and other relevant supporting documentation

·        Prepare suitability reports for adviser to check and amend where necessary


New Business Submission

·        Submit new life/general business to provider & enter details of case into Client Database

·        Track new business and current position, updating Adviser accordingly


Skills, Knowledge, Qualifications and Behaviours:

 ·        Minimum of one year in a Mortgage Administration role

·        Familiarity with mortgage, protection and GI research and sourcing software

·        CeMAP qualified (or equivalent) - an advantage but not essential

·        Excellent understanding of the Mortgage application process

·        Excellent communication skills at all levels

·        Excellent telephonemanner

·        Excellent team player

·        Proficient in IT skills and knowledge of industry software preferable

·        High level of word processing and spread-sheet knowledge


Personal Skills

·        Good planning and effective organisational skills

·        Honesty and integrity with a methodological approach to work


If this role is of interest please apply with an up to date CV.  We aim to respond to all applications but occasionally, due to overwhelming response, this is not always possible.  Should you not hear from us within 10 days please assume your application has been unsuccessful.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.

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