Experienced Mortgage Administrator

Experienced Mortgage Administrator

Taskmaster Recruitment are looking for an Experienced Mortgage Administrator to work for our client based in Peterborough.

Pay rate: £12.50 - £13.00ph

Qualifications and Experience:

• Minimum 2-3 years of experience in a mortgage administration role within a financial services environment.
• Solid understanding of the UK mortgage market, including different types of mortgage products (fixed-rate, tracker, buy-to-let, remortgage, etc.).
• Experience liaising with lenders, solicitors, and clients throughout the mortgage application process.
• Proficiency with mortgage-related CRM systems and lender platforms.
• Experience in maintaining compliance with FCA regulations and data protection standards.

• Strong knowledge of the mortgage application process, from initial submission to completion.
• Ability to handle multiple mortgage applications simultaneously and prioritise workloads efficiently.
• Competence with financial documentation (payslips, bank statements, SA302s, ID checks).
• Familiarity with mortgage affordability criteria and lender requirements.
• Proficiency in using Microsoft Office Suite (Excel, Word, Outlook) and experience with client management software.

• Up-to-date understanding of anti-money laundering (AML) regulations.
• Knowledge of GDPR and data protection regulations, ensuring all documentation and client data is handled securely.
• Ability to ensure that all client files are maintained in line with FCA guidelines and company policy.
• Experience in managing file audits and ensuring full compliance with internal and external regulatory standards.

• Strong written and verbal communication skills, with the ability to communicate effectively with clients, lenders, and solicitors.
• Ability to provide high-quality customer service and handle client queries professionally and efficiently.
• Experience managing client expectations throughout the process and providing regular updates.
• Excellent interpersonal skills, capable of working collaboratively with mortgage advisors, underwriters, and other team members.

• Meticulous attention to detail, ensuring accuracy in documentation and application submission.
• Ability to manage deadlines effectively, ensuring all applications progress smoothly and in a timely manner.
• Strong organisational skills with the ability to multi-task and handle several cases at different stages of the process.

• Ability to handle complex cases, troubleshoot issues, and liaise with lenders to resolve problems.
• Experience identifying and addressing potential application delays and proactively finding solutions.
• Confidence in dealing with challenging scenarios (e.g., declined applications, document discrepancies).

• Ability to work independently with minimal supervision, as well as part of a team.
• Proactive approach to identifying potential improvements in administrative processes and suggesting solutions.
• Flexibility to adapt to changing regulations and lender requirements.
• Proven ability to take the initiative in maintaining case progression, addressing bottlenecks, and ensuring smooth client journeys.

• Must undergo and pass a criminal record check (DBS) as part of the hiring process.
• Clean financial background, free from bankruptcies, IVAs, or CCJs.
• High ethical standards, with a commitment to client confidentiality and adherence to professional codes of conduct.
• No history of involvement in financial misconduct or fraudulent activities.

• CeMAP qualified or working towards a mortgage qualification (though not essential).
• Experience working in a fast-paced brokerage or financial advisory environment.

Familiarity with protection products (life insurance, critical illness cover) and basic insurance administration.

Pay rate: £12.50 - £13.00ph

Please call: 01733 347333 or email: peterborough@tmrec.com for full details.

Taskmaster Resources LTD is acting as an Employment Business in relation to this vacancy. (Temporary Vacancy)