Redwood Financial
Mortgage & Protection Administrator
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We are looking for an experienced full time Mortgage & Protection Administrator to join our team. This role is responsible for supporting our mortgage and protection team by managing application paperwork, maintaining accurate client records, and ensuring timely submission of documentation to lenders and insurers.
Day-to-day tasks include:
- Liaising with clients, lenders, and other third parties
- Updating internal systems
- Preparing reports
- Tracking cases from initial enquiry through to completion
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The role involves handling queries, following up on outstanding information, and ensuring compliance with regulatory and internal processes. Our Mortgage & Protection Administrators also contribute to delivering a high standard of client service and efficient operational support across the whole team.
Qualifications
- Strong understanding of finance and financial services, ideally within mortgages and protection.
- Excellent communication skills, with the ability to explain information clearly and liaise effectively with clients and third parties.
- Proven customer service skills, demonstrating a client-focused approach and attention to detail.
- Good organizational and time-management skills, with the ability to manage multiple cases and deadlines.
- Competence in using office software and CRM systems; confidence working with data and documentation.
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If you are interested or would like more information please contact: Lisa@redwood-financial.co.uk
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