Mortgage Administrator

7 days ago


Birmingham, United Kingdom Chase de Vere Full time

Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems.


The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any submitted mortgage and/or protection business The role holder will be responsible for processing business through until completion or on-risk.


WHAT YOUR ROLE WILL INVOLVE


New Business

  • Liaise with lenders and providers on progress of mortgage applications.
  • Request and upload all required documentation from the Client as required by the lender of provider.
  • Liaise with any 3rd parties involved in the process.
  • Update Advisers and Clients of progress on outstanding cases.
  • Upload relevant data on to CRM database.
  • Ensure all incoming/outgoing post is distributed and scanned.
  • Follow up on submitted business through to completion and on-risk status.


Client Service

  • Provide an efficient, friendly and professional service to both Clients & Mortgage Advisers.
  • Respond to queries from Mortgage Advisers, colleagues and Clients, taking the appropriate action to ensure the query is dealt with in a timely and effective manner.
  • Respond to written and telephone enquiries from Clients and product providers, taking the appropriate action and updating the client records as required.
  • Deliver excellent client service in accordance with FCA guidelines, internal policy and procedure and company service standards.
  • Ensure that information on Intelligent Office is accurate and up to date.
  • Prepare correspondence for the Mortgage Advisers, as and when required.


Training and Development:

  • Drive professional development forward with the support of your line manager to ensure competency across all areas.


Communication:

  • Develop and maintain good working relationships with all client support administrators, Mortgage Advisers and management teams in order to provide an efficient and effective service to the Adviser and CdV clients


WHAT YOU WILL NEED


  • Previous experience of the mortgage administration
  • Basic knowledge of regulatory requirements
  • Experience of working within defined service standards, policies and procedures
  • Good knowledge of Microsoft Office
  • A proven track record in delivering excellent client satisfaction
  • Good communication skills, both oral and written
  • Excellent planning and organisational skills
  • Accurate keyboard skills
  • Excellent accuracy skills and attention to detail
  • An excellent team player with an adaptable and flexible approach to work
  • Ability to build and develop effective working relationships at all levels


WHAT'S IN IT FOR YOU?


By joining Chase de Vere, you’ll have a progressive career with great benefits and a nurturing culture that makes you part of something special.


  • Opportunity to earn an annual bonus
  • 25 days holiday, plus bank holidays
  • A day off for your birthday
  • Life assurance – 4 x salary
  • Comprehensive induction and training programme
  • Funded exams and paid study leave
  • A wide range of voluntary flexible benefits to suit your individual needs
  • The option to buy additional holiday days
  • Cycle to work Scheme
  • Two paid volunteering days each year, to support your local community
  • Employee Assistance Programme with access to a 24/7 helpline
  • Access to our free mortgage service, through our internal mortgage team
  • Our Employee Forum and Diversity & Inclusion group
  • Local and company wide events in support of our company charities


  • Mortgage Administrator

    7 months ago


    Birmingham, United Kingdom Bell Cornwall Recruitment Full time

    **Mortgage Administrator** **Salary**: £20,000 - £22,500 Location: Birmingham City Centre (100% office based) Reference: BCR/KM/10744 Bell Cornwall Recruitment currently have an exciting opportunity for a Mortgage Administrator to join a Financial Services business based in Birmingham Jewellery Quarter. This role would suit an individual who has a...


  • Birmingham, United Kingdom Chase De Vere Independent Financial Advisers Limited Full time

    Fast paced, varied and demanding.Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients.We will provide full training on all the supporting functions and systems.If your skills, experience, and qualifications match those in this job overview, do not delay your...


  • Birmingham, United Kingdom Chase De Vere Independent Financial Advisers Full time

    Fast paced, varied and demanding.Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients.We will provide full training on all the supporting functions and systems.The role holder will support Mortgage Advisers and will be the Clients main point of contact for any submitted...

  • Mortgage Administrator

    6 months ago


    Birmingham, United Kingdom Finlink Ltd Full time

    This role is for those who have experience as a mortgage administrator and are looking for a new home within a growing business. The firm is an IFA company who have many paths for growth, whether that's to mortgage advice in the future, or moving to the wealth side of the business. **The Business** The firm is a smaller sized wealth business based in the...


  • Birmingham, Birmingham, United Kingdom Stride Recruitment Full time

    Mortgage Administration RoleThis is a fully remote opportunity for an experienced professional to excel in mortgage administration.Key Responsibilities:Process and manage mortgage applications from initial submission through to completion, ensuring accuracy and compliance with industry regulations.Review and verify all documentation, including client...


  • Birmingham, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems.The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any...


  • Birmingham, Birmingham, United Kingdom Chase de Vere Full time

    Company Overview: Chase de Vere is a reputable financial services company that offers a wide range of mortgage administration services. We are seeking an experienced Mortgage Administrator to join our team.


  • Birmingham, Birmingham, United Kingdom Stride Recruitment Full time

    Mortgage Administration RoleThis is a fully remote position with Stride Recruitment.Key Responsibilities:Process and manage mortgage applications from initial submission through to completion, ensuring accuracy and compliance with industry regulations.Review and verify all documentation, including client information, broker data, lender details, and...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    We are seeking a highly organized and detail-oriented Mortgage Administration Professional to join our team on a full or part-time basis.About Us:Dudley Building Society is undergoing a period of growth and transformation, providing an exciting opportunity for the right candidate to join our mortgage services team.The successful applicant will be responsible...


  • Birmingham, Birmingham, United Kingdom Chase de Vere Full time

    About the Job: As a Mortgage Administrator, you will be responsible for processing mortgage applications from start to finish. You will work closely with our Mortgage Advisers to ensure that all documentation is up-to-date and accurate.


  • Birmingham, United Kingdom Chase de Vere Full time

    Fast paced, varied and demanding. Our mortgage administration team work closely with the Mortgage Advisers to ensure that we deliver the best possible service to our clients. We will provide full training on all the supporting functions and systems. The role holder will support Mortgage Advisers and will be the Client’s main point of contact for any...


  • Birmingham, United Kingdom Colcap Full time

    Job Description This role is instrumental in supporting the Director of Servicing in ensuring that the ColCap UK mortgage portfolio is serviced in accordance with the agreed Policies and Procedures and that ColCap UK achieves its aims of managing a profitable mortgage portfolio with good customer outcomes.The post holders' key responsibilities: Must be a...

  • Office Administrator

    6 months ago


    Birmingham, United Kingdom Access Mortgage Solutions Full time

    An excellent opportunity has arisen for an Administrator to join a long and well-established Mortgage Brokers based in Castle Vale Birmingham, easy access to M42 with parking ROLE Perform various administrative tasks to support the office operations - Answer and direct phone calls in a professional and courteous manner - Maintain office supplies and...


  • Birmingham, United Kingdom It Bods Ltd Full time

    One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside.They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and...

  • Mortgage Adviser

    7 months ago


    Birmingham, United Kingdom Chase de Vere Full time

    Being one of the country’s top independent financial advisers is no mean feat but our independence is key to everything we do. We believe staunchly that the best financial advice for our clients is independent financial advice. As we add further expertise to our Chase de Vere proposition, we are recruiting a team of mortgage advisers to assist our...


  • Birmingham, Birmingham, United Kingdom CV-Library Full time

    Mortgage Administrator Job SummaryWe are seeking a skilled Mortgage Administrator to support our team in delivering exceptional mortgage services to customers and intermediaries.The ideal candidate will have excellent communication and organizational skills to facilitate smooth mortgage application processing.A strong attention to detail is required to...


  • Birmingham, United Kingdom Colcap Full time

    This role is instrumental in supporting the Director of Servicing in ensuring that the ColCap UK mortgage portfolio is serviced in accordance with the agreed Policies and Procedures and that ColCap UK achieves its aims of managing a profitable mortgage portfolio with good customer outcomes.The post holders' key responsibilities: Must be a hard-working team...


  • Birmingham, Birmingham, United Kingdom Taylormade Finance Ltd Full time

    Mortgage and Protection SpecialistWe are seeking an experienced Mortgage & Protection Advisor to join our team at Taylormade Finance Ltd. This is a fantastic opportunity for a CeMAP-qualified professional with face-to-face sales experience.Job Overview:This role involves conducting pre-arranged, quality-controlled appointments to provide expert advice and...


  • Birmingham, United Kingdom ColCap Full time

    This role is instrumental in supporting the Director of Servicing in ensuring that the ColCap UK mortgage portfolio is serviced in accordance with the agreed Policies and Procedures and that ColCap UK achieves its aims of managing a profitable mortgage portfolio with good customer outcomes. The post holders' key responsibilities: Must be a hard-working...


  • Birmingham, United Kingdom ColCap Full time

    This role is instrumental in supporting the Director of Servicing in ensuring that the ColCap UK mortgage portfolio is serviced in accordance with the agreed Policies and Procedures and that ColCap UK achieves its aims of managing a profitable mortgage portfolio with good customer outcomes. The post holders' key responsibilities: Must be a hard-working...