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Mortgage Administrator / Customer Success Administrator / Client Manager
Monday to Friday - 9am to 5.30pm
THIS IS FULL TIME OFFICE AND NOT HYBRID
About the Role
Are you an organised and detail-oriented professional with a passion for delivering exceptional service? Do you thrive in a fast-paced environment and take pride in making the house purchase and re-mortgaging process as seamless as possible? If so, we want you on our clients’ team!
Why Join our client?They are an independent Mortgage Advisory business and you would be part of their small, close-knit team where your contribution will really matter. You’re not just a number—you’ll be valued, supported. If you’re looking for a role where you can make a real difference, we’d love to hear from you!
As a Mortgage Administrator, you’ll play a key role in ensuring a smooth and stress-free experience for our clients, liaising with a large panel of mortgage providers. This isn’t just a job—it’s an opportunity to make a real impact.
Key Responsibilities
Application Management & Support
Supporting the Senior Client Manager with all administration and client contact.
- Accurately keying mortgage applications - upwards of 40 per month
- Review and upload client documentation, ensuring authenticity and completeness.
- Proactively manage your own chasing diary to keep applications moving efficiently.
Client & Partner Communication
- Handle incoming calls and emails professionally, providing clear and timely updates
- Build strong relationships with all contacts to ensure a seamless experience.
Case Progression & Coordination
- Liaise with lenders, providers, solicitors, and estate agents to drive application progress.
- Follow up on outstanding requirements including missed information, chasing providers for decisions, keeping on top of tasks to ensure quick resolution.
- Maintain detailed and compliant records, including accurate call notes and follow-up tasks.
What We’re Looking For
- Detail-Oriented & Self-Motivated - You take pride in accuracy and efficiency.
- Someone with experience of managing a panel of providers and not a single provider.
- Excellent Communicator - Confident in handling calls, emails, and negotiations.
- Highly Organised & Proactive - Able to prioritise tasks and manage multiple cases.
- Trustworthy & Empathetic - You genuinely care about delivering a positive experience.
- Team Player & Adaptable - Willing to learn and collaborate in a dynamic environment.
- Experience: Minimum 2 years in a similar role where you handled a panel of providers.
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