Mortgage Administrator Assistant

4 weeks ago


London, Greater London, United Kingdom Lime Search & Select Ltd Full time
Job Title: Mortgage Administrator Assistant

We are seeking a highly skilled and motivated Mortgage Administrator to join our team in London. As a key member of our administration department, you will be responsible for providing exceptional support to our mortgage adviser, managing client liaison, and processing mortgage applications.

The ideal candidate will have either a degree or at least 1 year's experience in a similar role within the mortgage industry. A salary of £25,000 - £30,000 per annum reflects the level of expertise and responsibility required for this position.

About Us:

Lime Search & Select Ltd is a small Chartered Financial Planning firm based in London EC1, providing businesses and individuals with sound financial planning advice surrounding pensions, investments, retirement, estate planning, and mortgages.

Key Responsibilities:

  • Provide high-level support to clients from initial contact to mortgage completion
  • Manage client liaison via access to mortgage adviser's diary
  • Contact banks, lenders, providers, accountants, estate agents, and solicitors for relevant information required to progress mortgage applications
  • Key all mortgage applications and input/update client information into our CRM
  • Develop CRM processes to improve general efficiency
  • Claim all procuration fees from mortgage clubs
  • Create and manage income profiles for our Finance Department
  • Occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, and Assure Web

Benefits:

We offer a comprehensive package including private medical insurance, gym membership with Virgin Active, pension scheme, and annual 5* holidays abroad. The firm will also support further development by providing financial assistance for completion of further qualifications in the sector.



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