Mortgage Administrator

**Job Title
- Mortgage Administrator**

**Reports to
- The Group Operations Manager**

**Job Purpose**
- To assist our Mortgage and Protection Advisers in helping our clients by providing a streamlined and holistic home buying journey. Our Mortgage Administrators work alongside our Advisers through all of the processes involved in the mortgage process by assisting them in ensuring every case is tracked through from lead to mortgage offer and beyond.

**Job description: Duties and Responsibilities**
- Working with allocated Advisers to assist in progressing cases from first contact to completion
- Working with clients to request the appropriate documentation to move forward
- Liaising with lenders and protection providers to progress cases and deal with any further enquiries on behalf of the adviser and client
- Using our system to create client cases and updating the back-office system through to completion
- Organising Advisers workload and distributing leads where required
- Liaison with introducers to update them on case progress
- Provide excellent customer service on each and every point of contact with their clients and professionally represent the company when contacting financial institutions and other organisations
- Working within a team of Mortgage Administrators, identify and highlight smarter ways of working to ensure our client journey and internal processes are continuously improved.

**Environment**
- We’re a relaxed but busy organisation whose ethos is largely about creating an enjoyable, open and client focused environment. We care deeply about the service we provide and believe a happy environment creates greater outcomes.

We have a great working environment where our employees can use our very own ‘vault’ for playing pool, darts and watching movies. We also have our own roof top terrace to enjoy in the summer months.

We take the health and wellbeing of our team seriously so offer a variety of activities to participate in such as circuits, run club, yoga and we have our own peloton bike and treadmill for people to use.

**Experience**
- Experience within a similar environment is required
- Customer service experience is essential

**Essential skills and attributes**
- Confidentiality
- Prioritisation skills
- Well presented
- Good communication skills
- Highly organised
- Excellent customer service skills
- Attention to detail
- Ability to work with a team but also individually
- Ability to manage your own workload
- Bringing a professional and caring nature to the role
- Ability to adapt to change and be proactive
- Maintaining a good and professional relationships with clients and Business Development Managers

Working hours are 9.30am - 5.15pm, Monday-Friday

Application deadline:
**Job Types**: Full-time, Permanent

**Salary**: £22,000 (dependent on industry experience)

**Job Types**: Full-time, Permanent

**Salary**: £22,000.00 per year

**Benefits**:

- Casual dress
- Company events
- Company pension
- Health & wellbeing programme
- On-site parking

Schedule:

- Monday to Friday

Supplemental pay types:

- Bonus scheme

Ability to commute/relocate:

- Sandbach: reliably commute or plan to relocate before starting work (required)

**Education**:

- GCSE or equivalent (preferred)

**Experience**:

- Mortgage Admin: 1 year (preferred)

Work Location: In person

Application deadline: 07/07/2023
Reference ID: Case Support Manager