Mortgage and Protection Administrator

3 weeks ago


London, Greater London, United Kingdom Lime Search & Select Ltd Full time

As a Mortgage & Protection Administrator with Lime Search & Select Ltd, you will play a crucial role in supporting the firm's Mortgage Adviser in delivering exceptional client services. With an estimated salary of £25,000 to £30,000 per annum, this exciting opportunity allows you to develop your skills in mortgage administration while working closely with a dynamic team.

Job Description:
  • Client Services: Provide top-notch support to clients from initial contact to mortgage completion, manage client liaison via access to mortgage adviser's diary, and contact banks, lenders, providers, accountants, estate agents, and solicitors for relevant information required to progress mortgage applications.
  • Data Processing: Key all mortgage applications, input and update client information into our CRM, develop CRM processes to improve general efficiency, claim procuration fees from the mortgage clubs, create and manage income profiles for our Finance Department, and occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, and Assure Web.
  • Ad Hoc Tasks: Maintain Continuous Professional Development (CPD) by attending seminars and completing exams, interact with mortgage and protection business development managers to keep up-to-date with industry changes and products, use our compliance help desk to stay current with regulations, and monitor the mortgage back book.


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