Mortgage Case Handler

Job Title: Mortgage Administrator

Location: Remote (with travel to the Bath office once per quarter for training days)

Salary: Starting at £25,000, rising to £26,000 after probation, with the potential to progress up to £28,500 through our rewarding career development programme, plus uncapped bonus and commission.

Job Type: Full-time

We're seeking a candidate who embodies qualities such as hard work, excellent time management, strong organisational skills, proactive attitude, self-reliance, and a collaborative spirit. Proven experience in working towards and achieving targets. If you're someone who consistently delivers outstanding results and is eager to join our friendly and hardworking team, we welcome you to apply and become part of our growing SAFS family.

Responsibilities:

Engage with clients, lenders, solicitors & advisers, addressing queries, offering guidance on the mortgage process, and providing excellent customer service.

Obtain necessary documentation and information for lenders, ensuring compliance and uploading documents to lender portals.

Discuss additional services for wills and financial planning with clients, creating opportunities for uncapped commission.

Problem solving skills - proactively liaising with BDMs & solicitors to resolve problems in a timely manner.

Manage Mortgage & Protection administration from start to finish.

Maintain a clean and reflective company pipeline.

Demonstrate the ability to follow processes effectively.

Consistently achieve and exceed targets, driving success for both yourself and the team.

Requirements:

Work from home with a quarterly face-to-face training meeting with the team at the Bath office.

Previous mortgage administration experience is required.

Strong attention to detail and excellent organisational skills.

Exceptional time management and phone manner.

Ability to work under pressure and manage multiple priorities.

Knowledge of mortgage processes and regulations.

Proficiency in Microsoft Excel, Microsoft Teams, and lender portals.

Great computer skills.

Experience uploading documentation to lender portals.

Exceptional customer service skills.

Benefits:

Competitive salary with uncapped commission.

Monday to Friday, 9-5 role.

Pension scheme.

If you are interested in applying for this role and meet the above requirements, please submit your CV and a covering letter. We look forward to hearing from you.