Mortgage Administrator

Full-time, permanent

About the Role

We’re looking for an experienced, organised and proactive administrator to join Meta Mortgages at an exciting stage of our growth. This is more than just a case management and admin role - you’ll play a key part in progressing mortgage applications and operations, taking ownership of a live pipeline and ensuring our clients receive an efficient, friendly and seamless service from first enquiry through to completion. With our growing presence and ambitious plans, this is an opportunity to make a real impact, take on responsibility and grow your career alongside a growing brokerage with high expectations.

Key Responsibilities

• Acting as the first point of contact for the Meta Mortgages inbox, managing and responding to emails
• Answering and handling inbound calls and enquires
• Processing mortgage applications and managing cases from submission through to completion
• Document management – keeping document folders tidy and uploading client documents to our CRM system and lender portals
• Liaising with clients, lenders, solicitors and other relevant parties
• Chasing clients for outstanding documents needed to progress their application
• Spreadsheet management – maintaining and updating trackers and records accurately and keeping them up to date
• Managing the CRM system and keeping client and case records accurate
• Monitoring key dates across the case pipeline
• Helping with the day-to-day running of the business
• Suggesting and helping to put in place improvements to our processes