Full job description

Are you looking for the perfect opportunities within the Mortgage Advice industry?

Due to our growing reputation and new growth plans, Make Mortgages Easy are looking for an Experienced Mortgage Personal Assistant / Administrator. They need to be driven, ambitious, with have a mindset to learn and take on tasks.

Make Mortgages Easy is an award-winning mortgage and protection advice business that specialises in helping self-employed, business owners and people who may have lost hope in getting a mortgage. We prove that it can still be possible to own your own home, no matter how difficult your circumstances, often going above and beyond to provide the best service possible for our clients.

- The Role

As a mortgage PA/Administrator you will be responsible for assisting our mortgage advisers. We believe great advice and offering a great service will create outstanding results and long term relationships with our clients.

Your week to week will consist of the following

• Assisting mortgage advisers with affordability checks, contacting clients, checking all relevant documents and and submitting applications.
• Gathering all required documents from our clients and carrying our due diligence and meeting all compliance expectations.
• Contacting lenders and solicitors and regularly updating clients with the progress of their applications.
• Managing the company CRM effectively.
• Assisting and getting involved with any social media content.
• Contacting existing clients regarding their mortgage renewal dates.
• We like to go above and beyond to ensure our clients get the best service, therefore it’s super important you have a hands on, hardworking attitude to your day to day.

Experience and Qualifications

• We're looking for an experienced Mortgage Administrator
• Driven with a positive attitude towards your work.
• Great communication skills and telephone manners.
• Attention to detail is of most importance in this role.

The Benefits

• Salary: £27,000 - £30,000 depending on experience - OTE £32,000+ with monthly bonuses on top of salary
• Personal development with progression opportunities. If exceling in the role there is scope to progress into a protection or mortgage adviser.
• Offering of further qualifications such as CeMAP if progressing into further roles.
• Access to training days, outsourced experts and further aids to further your learning and progression.
• We’re an easy going office and can be flexible with working hours. It’s key that the work is being completed though.
• Access to a new clean, modern and dynamic office in the friendly village of Irby. Trust me, it’s a great place to come to work!

We are a growing company that prides itself on reputation and giving our everything to ensure our clients get the best possible outcomes based on their unique individual circumstances.

This is an exciting opportunity to join the company as we continue to go from strength to strength.

Our Google reviews speak volumes about the number of happy clients we have and it is of upmost importance to us that the right candidate for the job will only contribute to our positive client experience.

Sound like the role for you? Then we would love to hear from you!

Get in touch, email tom@makemortgageseasy.co.uk a copy of your CV and a cover letter explaining why you believe you’d be the right fit for us.

Pay: £27,000.00-£32,000.00 per year

Benefits:

• Company pension

Application question(s):

• Let us know why you believe you would be a good fit working within our team.

Experience:

• mortgage admin: 1 year (preferred)

Work Location: In personFull job description

Job Overview

Join our dynamic team as a Mortgage Administrator and become a vital part of the home financing journey! In this energetic role, you will manage the administrative processes involved in mortgage applications, ensuring smooth and efficient operations from start to finish. Your attention to detail, positive attitude, and proactive approach will help clients achieve their homeownership dreams while supporting our team’s success. This position offers an exciting opportunity to develop your skills within the financial services industry and contribute to a fast-paced, rewarding environment.

Responsibilities

• Assist clients with mortgage application documentation, ensuring all required information is complete and accurate
• Coordinate with lenders, real estate agents, and other stakeholders to facilitate timely processing of mortgage files
• Review financial documents and perform basic math calculations to verify figures and eligibility criteria
• Maintain organized records of all mortgage files, correspondence, and related documentation
• Communicate proactively with clients to provide updates and clarify requirements throughout the approval process
• Support the team by preparing reports, tracking application statuses, and managing deadlines efficiently
• Ensure compliance with company policies and regulatory standards at every stage of the mortgage process

Requirements

• Previous experience or familiarity with financial services or mortgage processes is preferred but not required
• Strong organizational skills with keen attention to detail in document handling and record keeping
• Basic math skills for verifying financial figures and calculations accurately
• Excellent communication skills to interact effectively with clients and team members
• Ability to multitask efficiently in a fast-paced environment while maintaining accuracy
• Proficiency in office software such as Microsoft Office Suite or similar tools
• A proactive attitude with a desire to learn about mortgage lending procedures and industry regulations

Join us as a Mortgage Administrator and help turn homeownership dreams into reality! We’re looking for motivated individuals eager to grow their careers in financial services. This role offers an engaging work environment where your contributions truly make a difference.

Pay: From £25,420.00 per year

Work Location: In person