Job Description
Mortgage Administrator / Case Manager
An exciting opportunity has arisen for a Mortgage Administrator / Case Manager to join a growing, award-winning financial services firm, supporting brokers and delivering an exceptional client journey across mortgage and finance applications.
If you've also worked in the following roles, we'd also like to hear from you:
Mortgage Assistant, Mortgage Processor, Financial Services Administrator, Loan Administrator, Underwrite, Mortgage Broker
SALARY: £25,000 - £30,000 per annum Basic Salary / £45,000 OTE + Benefits (see below)
LOCATION: Remote Working Available - You can work remotely from home. However, you will need to spend your first week in the Exeter Office for training. If you live in Exeter, you also have the opportunity to work Hybrid if you want to.
JOB TYPE: Full-Time, Permanent
JOB OVERVIEW
We have a fantastic new job opportunity for a Mortgage Administrator / Case Manager within a professional and client-focused organisation. This role plays a key part in managing mortgage and finance applications from submission through to completion.
As a Mortgage Administrator / Case Manager you will work closely with brokers, clients and third parties, ensuring accurate documentation, clear communication and a smooth end-to-end process.
The Mortgage Administrator / Case Manager role offers variety, responsibility and the opportunity to contribute to a supportive team culture while delivering high standards of customer service within financial services.
APPLY TODAY
Ready to make your next career move? Apply Now for our Recruitment Team to review.
DUTIES
Your duties as the Mortgage Administrator / Case Manager include:
- Application Processing: Accurately inputting mortgage and finance applications into lender systems
- Document Management: Uploading and managing supporting documentation in line with lender requirements
- Pipeline Management: Managing a pipeline of cases through to completion
- Client Communication: Communicating with customers verbally and in writing post-application
- Third-Party Liaison: Liaising with solicitors, surveyors and mortgage providers
- CRM Updates: Recording all interactions and activity within the CRM system
- Client Journey Oversight: Overseeing the full client service journey
- Broker Support: Providing administrative support to multiple brokers
- Team Contribution: Working collaboratively and maintaining a positive team environment
CANDIDATE REQUIREMENTS
- Proven experience of working within the mortgage or financial services sector
- Experience managing mortgage or finance cases from application to completion
- Strong organisational and time management skills
- Ability to prioritise workload and work independently
- Excellent written and verbal communication skills
- Experience using CRM systems and lender platforms
- A client-focused approach with attention to detail
- Motivation to develop within a growing business environment
BENEFITS
- Salary £25,000 - £30,000 (OTE £45,000)
- Additional bonus paid for every single case
- Company bonus
- Day off for your birthday
- Pension
- Flexible working hours
And an awesome team to work with!
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV's of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P14229
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