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Mortgage Administrator / Case Manager

Posted 5 January by ARC Ltd Ended

This role is based around the administration of a number of mortgage cases, managing those cases from submission to offer and from offer to completion. Whilst mortgage experience is ideal, our client will consider administration experience in any area of banking, insurance or financial services. Over the long-term, if candidates wanted to eventually move into mortgage advising, this company will provide you the opportunity to do that.

The Company: Our client is an established, growing mortgage brokerage which currently numbers 13 staff, rising very shortly to 15 and this expansion is expected to continue slowly but surely.

The Role: This role sits within an administration team of three, this role taking the team to four with possibly one more to join in the not too distant future. You will support two Mortgage Brokers and report into the Practice Manager. You will look after everything that is required from an admin perspective, to ensure that a submitted mortgage case eventually completes, so whilst it is admin based and requires good attention to detail, there are a number of external parties that you will liaise with, so good communication skills are also a necessity. Your main responsibilities are as follows:

  • Administer, prepare and submit mortgage, general insurance and protection applications on behalf of the Mortgage Adviser

  • Manage a pipeline of cases passed on by the Mortgage Adviser

  • Act as a point of contact and dedicated support to clients, as well as Lenders, to ensure mortgage offers are issued as quickly and smoothly as possible

  • Ensure you are building and maintaining rapport with lenders/BDM’s

  • Get to know your way around all ID, bank statements and income verification i.e. Payslips, Accounts, SA302’s, Tax overviews and proof of deposit via bank statements etc

  • Keep up to date with lenders packaging criteria and deal with invoicing and chasing fees

  • Keep up to date with compliance requirements

  • Maintain a paperless office, therefore everything should be scanned and shredded

Skills / Experience Required: Some Financial Services, Banking or Insurance administration experience is required, with our client naturally preferring a mortgage based background. Good communication skills are vital, able to work quickly but with accuracy and an eye for detail being key.

Additional Information: The role pays a basic of up to £24,000 and bonus can add £2,000 over the year. Whilst no car parking available on site, there is plenty of parking available in the local area and the office is a 7-8 minute bus ride from Elstree & Borehamwood station. This is a permanent role and genuinely offers a route into a Mortgage Advisor career if that is the direction you want to take in a couple of years. The hours are Mon - Fri, 9.30am - 6pm.

The Mortgage Administrator position is only one of many vacancies we are handling. ARC is a specialist within Financial Services recruitment and the Consultant handling this role has over 20 years experience in this field. Areas of expertise include employee benefits/group risk, compliance, pensions, flexible benefits, paraplanners, sales support, underwriters and IT related roles. We predominately focus on London and The Home Counties, although we have also been successful in offering national solutions and overseas. Check the website and feel free to call Darren Snell at any time.

Required skills

  • Administrative Support
  • Financial Services
  • Mortgage Brokers
  • Mortgage Lending
  • Loans Administration

Reference: 33773392

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