Mortgage Onboarding Expert

2 days ago


Bournemouth, Bournemouth, United Kingdom Mortgage Intelligence Full time
About the Role

We are looking for a highly motivated and organised Authorisations and Onboarding Specialist to join our team at Mortgage Intelligence. The successful candidate will be responsible for managing the entire onboarding process, from initial application to final approval.

As an Authorisations and Onboarding Specialist, you will work closely with the sales team to ensure seamless onboarding of new clients. You will be responsible for reviewing and processing applications, liaising with advisers and lenders, and maintaining accurate records.

To be successful in this role, you will need to have a good understanding of mortgage industry regulations, including FCA requirements. Previous experience in customer-facing roles and proficiency in Microsoft Office is also essential.

Responsibilities and Requirements
  • Review and process mortgage applications to ensure compliance with FCA regulations.
  • Liaise with advisers and lenders to resolve any issues or concerns.
  • Maintain accurate records and reports to track onboarding progress.
  • Work closely with the sales team to ensure timely and efficient onboarding of new clients.

The salary for this role is estimated to be around £30,000 - £38,000 per annum, based on industry standards and location.



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