Mortgage & Loan Administrator

1 week ago


Watford, Hertfordshire, United Kingdom Enra Specialist Finance Full time £25,000 - £40,000 per year

Key Accountabilities

  • Requesting references relevant to each application (from lenders, accountants, solicitors etc)
  • Logging new Enquiries and the updating of the various spreadsheets needed in the Residential Dept
  • Compiling updates to send to brokers and clients throughout application and offer stages but also chasing relevant parties for updates.
  • Following up cases with lenders, clients & Brokers
  • Ensuring the CRM system is regularly updated with the correct details and the cases are up to date.
  • Answering inbound calls
  • Inputting enquiries onto CRM system for advisers
  • Checking documentation on cases to ensure correct and in line with what has been requested
  • Instructing, and managing the valuation process for certain lenders

Skills & Competencies

  • Ability to manage own diary and meet strict deadlines.
  • Pass internal competency tests post induction
  • Good communication skills essential for dealing with brokers, borrowers and lenders, especially on the telephone
  • Proactive

Knowledge & Qualifications

  • Previous experience within administration roles is essential and experience in the financial services industry specifically property finance is preferred but not essential.

Personal Attributes

  • Organised
  • Resilient and flexible
  • Team Player
  • Approachable and self- motivated


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