Mortgage Administrator

Mortgage Administrator / Case Manager

Cardiff

Up to £30,000

Mortgage Administrator / Case Manager Description:

I have a well stablished Mortgage Broker who is currently recruiting for a Mortgage Administrator / Case Manager to join their expanding team in the mortgage sector. The successful candidate will report directly to the Team Manager

As a Mortgage Administrator / Case Manager, you will be required to manage the mortgage pipeline in order to progress a client’s application from start to completion in an efficient and professional manner. You will work closely with mortgage lenders, providers, solicitors and estate agents to ensure all caseloads are processed in an effective and timely manner.

Mortgage Administrator / Case Manager Key responsibilities:

• Acting as a primary point of contact for all clients post submission of application
• Uploading supporting documents to the lender’s portal
• Calling lenders/providers for any updates on mortgage/insurance applications and gathering additional information/missing documents from clients
• Verifying ID/Documents ensuring applicants meet the lender’s criteria
• Completing AML and compliance checks as a risk prevention
• Updating the in-house system ensuring all notes are clear and accurate

Mortgage Administrator / Case Manager Experience:

• Minimum of 1 year’s administration experience within Mortgage administration or case management working for a broker.
• My client will look at Brokers wanting to move back into administration
• Good IT skills (Word, PowerPoint, Excel, Outlook)
• Experience managing/prioritising own caseloads
• Strong communication skills both written and oral