Job Description

Your role is to support the Mortgage Adviser in all administrative duties related to the mortgage and protection application process, following cases through to completion.

This role is all about ensuring client expectations are managed throughout the process and they have a positive experience using our service.

You will need to package each case correctly before submission, ensuring you have all of the required documentation for both compliance purposes and for the respective lender. Your role is pivotal to the success of the business and a professional and positive manner is key. You will be liaising with lenders, solicitors and clients on a daily basis.

Responsibilities and Duties

Proactively liaise with clients to request documentation, checking the documentation that is provided is correct and compliant with network standards

Upload all documentation onto the company's data management system (Smartr365)

Send out Fact Finds to clients and ensure they are filled out correctly

Regularly liaise with lenders and providers to obtain updates on applicant status and proactively progress mortgage applications through to completion

Answer incoming calls and e mails

Open post and distribute

Update central database weekly to allow case information to be accessed by the accounts department for invoicing purposes

Ensuring the filing system is up to date

Qualifications / Strengths

A minimum of one years mortgage administration experience

CeMAP Qualified advantageous but not necessary

Ability to resolve problems quickly & efficiently

Outstanding communication skills at all levels, both written and oral

the ability to self-manage workloads, set daily priorities and have the confidence to balance varying tasks throughout the day

Demonstrate a confident telephone manner & excellent customer service

A team player with ability to use own initiative

Job Type: Part-time

Pay: 14,500.00-15,200.00 per year

Expected hours: 20 per week

Additional pay:

Performance bonus
Benefits:

Casual dress Company pension Flexitime Free parking On-site parking Referral programme
Schedule:

Monday to Friday No weekends Overtime
Application question(s):

Have you worker in financial services or the mortgage industry?
Work Location: In person

Application deadline: 15/08/2025
Reference ID: BMS Mortgage Admin
Expected start date: 01/08/2025