Mortgage Administrator


Reference ID





up to £25,000 pa plus benefits

Contact Person

Angela Liscombe

Job description

Mortgage Administrator

Bromsgrove (Our Ref AL992)

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 FCAs 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 an advantage but not essential (or equivalent)

·        Excellent understanding of the Mortgage application process

·        Excellent communication skills at all levels

·        Excellent telephone manner

·        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



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