Mortgage/Protection Administrator
other jobs Coast Specialist Recruitment
Added before 7 Days
- England,East of England,Hertfordshire
- Full Time, Permanent
- £32,000 - £40,000 per annum
Job Description:
A fantastic Specialist Mortgage Broker close to St Albans is keen to appoint an experienced Mortgage and Protection Administrator.
You will support the advisers by packaging and progressing mortgage cases and administering protection applications, with a strong focus on proactive case chasing and clean, compliant file notes.
Duties:
• Process and progress mortgage cases from DIP offer completion
• Chase updates and resolve issues with clients, lenders, solicitors, estate agents and valuers.
• Gather and check documents early (ID/AML, bank statements, payslips, SA302s, deposit evidence, gifted deposits, source of funds)
• Keep the CRM up to date with clear notes and a proper audit trail.
• Protection admin (life/CI/IP): submitting applications, managing insurer queries, underwriting follow-ups, medical evidence/admin, policy issue.
• General admin: emails/calls, keeping cases organised and moving.
Required:
• Previous experience in a UK mortgage broker admin/processing role (recent experience preferred).
• Confident managing multiple live cases at once and prioritising properly.
• Strong written and phone communication.
• Careful, accurate and organised (FCA-regulated environment).
• Comfortable with Outlook/Word/Excel and broker CRM systems.
The role offers a competitive basic salary in a progressive and friendly environment. Interviews are available immediately.
You will support the advisers by packaging and progressing mortgage cases and administering protection applications, with a strong focus on proactive case chasing and clean, compliant file notes.
Duties:
• Process and progress mortgage cases from DIP offer completion
• Chase updates and resolve issues with clients, lenders, solicitors, estate agents and valuers.
• Gather and check documents early (ID/AML, bank statements, payslips, SA302s, deposit evidence, gifted deposits, source of funds)
• Keep the CRM up to date with clear notes and a proper audit trail.
• Protection admin (life/CI/IP): submitting applications, managing insurer queries, underwriting follow-ups, medical evidence/admin, policy issue.
• General admin: emails/calls, keeping cases organised and moving.
Required:
• Previous experience in a UK mortgage broker admin/processing role (recent experience preferred).
• Confident managing multiple live cases at once and prioritising properly.
• Strong written and phone communication.
• Careful, accurate and organised (FCA-regulated environment).
• Comfortable with Outlook/Word/Excel and broker CRM systems.
The role offers a competitive basic salary in a progressive and friendly environment. Interviews are available immediately.
Job number 3339946
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Company Details:
Coast Specialist Recruitment
Company size: 10–19 employees
Industry: Financial Services
Coast was founded in 2006. Today, we are one of the UK’s leading recruiters to the Financial Services and Insurance job markets. Our head office...