Mortgage Administrator

Eventus Recruitment Cheshire are seeking a Mortgage Administrator to join a dynamic and fast-paced team in St Helens. Working in the Mortgage Advisory Team, reporting to the Practice Manager, you will be liaising closely with the Mortgage Advisors. This is a great job opportunity to join a thriving well-established company that continues to grow organically. If progression is your goal, the firm offers various career progression possibilities including pathways to Mortgage Advisor or Financial Planning.

Role Responsibilities

This is a chance to work with a leading financial planning firm with an excellent marketplace reputation. You will provide full administrative support to the Mortgage team including submission of mortgages and loan enquiries. You will deal with lenders and provide an excellent service to clients:

• Liaising with clients, advisers, solicitors and lenders throughout the process


• Filing, scanning, photocopying of all relevant documents which are needed for the applications


• Maintaining business logs using internal CRM system


• Communicate with management producing reports on personal case loads


• Reviewing, updating, tracking and monitoring of cases to manage a pipeline in a fast-paced mortgage environment, from submission to completion


• Dealing with any incoming general enquiries


• Keeping customers up to date on their case and push for feedback on all completed cases.

Person Specification:

The incoming Mortgage Administrator should be a hard worker who is willing to challenge the status quo and not afraid to challenge lenders & Solicitors, You should have a good sense of humour and be willing to work within the team in an amazing company which will reward for hard work. If you want progress, this will be supported. Equally if you want to come in and do good job and go home this will be supported too.

• Quick learner


• Excellent eye for detail and sensitivity to data


• Excellent work ethic and enthusiasm for the role


• Team player but able to work independently and without close supervision


• Enjoys being busy and delivering a client-focused service


• Proactive and able to use initiative to work towards deadlines 


• Organised, flexible and responsive to a fast-paced environment


• Willingness to learn on job and to develop within the role

The successful candidate will need to have previous experience working in a similar role within 1st Charge or 2nd Charge Mortgages.

Benefits & Rewards

The incoming Mortgage Administrator will receive the following benefits:

• Competitive basic salary


• 23 days holiday (rising to 28) + Bank Holidays + Birthday as additional day


• DIS after 12 months


• Great progression opportunities


• Free Parking


• Lots of team/social events


• Company Pension

About the Company

A well-established Financial Planning and Mortgage Advisory Firm operating in St Helens, Merseyside, specialising in retirement planning work, investments, tax, IHT, Mortgages and corporate advice. They show a keen interest in their employees’ careers and will offer development opportunities if progressing is your goal.

Next Steps

Apply now if your skills and experience align with this Mortgage Administrator job. Alternatively, if you are interested in learning about this career enhancing job opportunity, please contact Duncan McIlroy at Eventus Recruitment Cheshire for a confidential discussion.

If this job isn't quite right for you but you are looking for a new position, please contact me on the details above for a confidential discussion on your career.

The Eventus Recruitment Group are award-winning recruitment specialists operating in the Legal, HR, Finance and Accountancy sectors across the UK. Please note that the years’ experience and / or salary are listed in our advertisements as a guide. We are happy to consider applications from all candidates who are able to demonstrate the skills necessary to fulfil the role. As an equal opportunities employer we welcome applications from candidates of all backgrounds and circumstances. Our privacy policy can be found on the bottom of our website.