Masons IFA
Mortgage Administrator
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Company Description
Masons IFA is dedicated to helping individuals, families, and businesses build a more secure financial future by reducing worry around life’s uncertainties. The firm focuses on understanding each client’s current financial situation as the foundation for tailored, effective financial planning. By listening carefully to clients’ needs, goals, and aspirations, Masons IFA creates clear, straightforward strategies without jargon. Working in partnership with clients, the team aims to protect assets and support the achievement of long-term financial objectives.
Role Description
The Mortgage Administrator is a Part-time role based in Shrewsbury, offered on a hybrid basis with potentially some work-from-home flexibility. In this position, the individual will support mortgage advisers by preparing and processing mortgage applications, ensuring all documentation is accurate, complete, and compliant with regulatory requirements. Day-to-day tasks include:
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- Liaising with clients, lenders, and other stakeholders
- Updating systems and records
- Tracking application progress
- Managing correspondence
- Handling client queries
- Maintaining service standards
- Helping to ensure a smooth, efficient mortgage journey from initial enquiry through to completion
The Mortgage Administrator will collaborate closely with the wider financial services team to uphold a client-focused, professional environment.
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Qualifications
- Knowledge or experience in mortgage processes.
- Excellent communication and customer service skills, with the ability to build positive client and lender relationships.
- High level of accuracy, attention to detail, and ability to manage multiple cases simultaneously.
- Good IT skills, including proficiency with CRM systems and standard office software.
- Organizational and time-management abilities, with a proactive and solution-focused approach.
- Previous experience in mortgage administration or a similar financial services support role is preferred.
- Relevant professional qualifications or progression towards them (e.g., CeMAP or equivalent) are advantageous.
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