Mortgage Administrator / Financial Services Client Services Associate
An excellent opportunity for an experienced Mortgage Administrator / Financial Services Client Services Associate to join a growing and award-winning financial services organisation, supporting brokers and ensuring clients receive an exceptional level of service throughout their mortgage journey.
If you’ve also worked in the following roles, we’d also like to hear from you:
Mortgage Case Manager, Financial Services Administrator, Client Relationship Coordinator, Mortgage Processor, Customer Service Executive
SALARY: £25,000 to £35,000 per annum + Benefits
LOCATION: Remote or Hybrid Working Available. Candidates can either work remotely from home or hybrid with time spent at the office in Exeter (if you live within a commutable distance)
JOB TYPE: Full-Time, Permanent (Flexible Working Hours)
JOB OVERVIEW
We have a fantastic new job opportunity for a Mortgage Administrator / Financial Services Client Services Associate who is motivated, detail-oriented and committed to delivering outstanding client service within the mortgage and finance industry.
As a Mortgage Administrator / Financial Services Client Services Associate you will play a key role in managing mortgage applications from submission to completion, supporting advisers and maintaining a high standard of accuracy and client communication.
The successful Mortgage Administrator / Financial Services Client Services Associate will thrive in a supportive, team-focused environment, contributing to the company’s continued success and commitment to putting clients first.
APPLY TODAY
Ready to make your next career move? Apply Now for our Recruitment Team to review.
DUTIES
Your duties as the Mortgage Administrator / Financial Services Client Services Associate include:
- Application Processing: Input and manage mortgage and finance applications accurately within lender systems and upload required documentation
- Pipeline Management: Track and progress mortgage cases efficiently from submission through to completion
- Client Communication: Provide proactive updates to clients via phone and email, ensuring an excellent post-application experience
- Third-Party Coordination: Liaise with lenders, solicitors and surveyors to keep cases moving smoothly
- Service Excellence: Monitor and maintain the quality of the client experience throughout the mortgage process
- CRM Management: Log all client interactions and activities accurately within the CRM system
- Broker Support: Provide administrative and client service support to a team of brokers
- Team Collaboration: Contribute to a positive and professional working environment within the team
CANDIDATE REQUIREMENTS
- Proven experience of working within the mortgage or wider financial services industry
- Strong knowledge of mortgage processing, case management or underwriting procedures
- Excellent organisational and communication skills with a keen eye for accuracy
- Ability to manage multiple priorities and work effectively under pressure
- A proactive, customer-focused approach with strong problem-solving skills
- Competent IT skills, including CRM systems and Microsoft Office applications
BENEFITS
- Day off for your birthday
- Supportive, friendly team environment
HOW TO APPLY
To be considered for this job vacancy, please submit your CV to our Recruitment Team who will review your details. CV’s of Job Applicants meeting this requirement will be submitted to our Client for consideration. By submitting your job application to us you are hereby giving us your express consent to submit your details to our Client for this purpose.
JOB REF: AWDO-P14027
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