Job Description

We're looking for a Mortgage Administrator with good computer skills to support applications and assist with communications. Must be an eager to learn and organised individual.

We are looking for a highly organised individual with excellent attention to detail to join our mortgage team at Meredith Morgan Taylor. The role involves providing administrative support to our mortgage advisers, liaising between clients, mortgage lenders and solicitors.

Duties to include:

Act as the first point of contact for client and lender queries during the mortgage process. Accurately input client and application data into systems. Prepare and submit mortgage applications and supporting documentation to lenders. Track progress of applications and proactively chase outstanding information or documents. Liaise with lenders, solicitors and clients to ensure cases progress efficiently. Maintain up-to-date records and ensure all compliance requirements are met. Keep advisers informed of application progress and any issues. Support advisers with general administrative duties as required.


Hours: 35.00 per week



About the employer:


At Meredith Morgan Taylor we pride ourselves on the reliable, forward thinking, and trustworthy advice we provide to our customers. We help our customers navigate through the options that are available to them. Meredith Morgan Taylor offers a range of financial advice services including mortgages, life insurance, pensions, and investments.



Requirements and Prospects:



Strong organisational skills and excellent attention to detail Highly competent communication skills Good time management A desire to show initiative Basic computer skills with knowledge of Microsoft systems including word & excel Self-motivated and able to work as part of a team Ability to manage workload efficiently and work independently






Personable Able to work independently or as part of a team Good attention to detail






Ability to train to become a Mortgage Advisor, para-planner or financial adviser.



Training Provided:


One day a week (during term time) working towards either the Level 2 Step into Business or Level 3 Business Administration apprenticeship to be decided by the college depending on the applicant.



Additional Information: