About Company
Mortgage Solutions North West is a leading independent mortgage advisory firm dedicated to providing exceptional financial guidance and tailored mortgage solutions to clients across the North West of England. With a reputation built on trust, transparency, and expert knowledge, we pride ourselves on helping individuals and families achieve their homeownership dreams and secure their financial futures. Our team of experienced advisors is committed to offering a personalized service, navigating the complexities of the mortgage market with ease, and ensuring every client receives the best possible advice and support throughout their journey. We foster a collaborative and supportive work environment where professional growth is encouraged, and contributions are valued.
Job Description
Are you a highly organised and detail-oriented professional with a passion for client support and the mortgage industry? Mortgage Solutions North West is seeking a dedicated Mortgage Advisor – Client Support & Documentation specialist to join our dynamic team in Birkenhead. This pivotal role is perfect for someone who thrives in a fast-paced environment, possesses excellent communication skills, and has a meticulous approach to administrative tasks. You will be instrumental in supporting our Senior Mortgage Advisors, ensuring a seamless and efficient mortgage application process for our valued clients.
Your primary focus will be on managing client documentation, liaising with various stakeholders including lenders and solicitors, and providing crucial administrative support from initial enquiry through to completion. This is more than just an administrative role; you’ll be a key point of contact for clients, guiding them through the documentation requirements and ensuring all necessary information is gathered accurately and efficiently. You will play a vital role in maintaining our high standards of service, contributing directly to our clients’ positive experience and our continued success. If you are looking to advance your career in financial services, gain invaluable experience in mortgage processing, and work within a supportive team committed to excellence, we encourage you to apply.
Key Responsibilities
- Manage and organise all client documentation required for mortgage applications, ensuring accuracy and completeness.
- Liaise proactively with clients, lenders, solicitors, and other third parties to chase outstanding information and provide updates.
- Prepare and submit mortgage applications, ensuring all data is accurately input into CRM systems and lender portals.
- Conduct thorough checks on application forms and supporting documents to identify discrepancies or missing information.
- Maintain up-to-date client records and application progress in the company's CRM system (e.g., Salesforce, Zoho CRM).
- Assist Mortgage Advisors in preparing client suitability letters and other regulatory documentation.
- Handle inbound client queries via phone and email, providing clear and concise information regarding their application status or documentation needs.
- Ensure all processes adhere to regulatory guidelines (e.g., FCA) and company compliance policies.
- Support the post-offer administrative process through to mortgage completion.
- Identify opportunities to improve administrative efficiency and client experience within the mortgage application journey.
Required Skills
- Proven experience in an administrative or support role, ideally within financial services or a similar regulated environment.
- Exceptional organisational skills with meticulous attention to detail.
- Strong verbal and written communication skills, capable of professional interaction with clients and colleagues.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook) and experience with CRM software.
- Ability to manage multiple tasks simultaneously and prioritise effectively under pressure.
- A proactive, 'can-do' attitude and a strong commitment to client satisfaction.
- Understanding of the importance of compliance and data protection.
Preferred Qualifications
- CeMAP (Certificate in Mortgage Advice and Practice) qualification or working towards it.
- Previous experience specifically within mortgage administration, mortgage processing, or a mortgage advisor support role.
- Familiarity with various mortgage products and lender criteria.
- Knowledge of financial services regulations (e.g., FCA guidelines).
Perks & Benefits
- Competitive annual salary with performance-based bonus opportunities.
- Comprehensive pension scheme.
- Generous holiday allowance.
- Opportunities for professional development and support for CeMAP qualification.
- Access to a supportive and collaborative team environment.
- Convenient office location in Birkenhead Park, Liverpool area.
- Contribution to a dynamic and growing company.
- Regular team social events and activities.
How to Apply
If you are ready to take on a rewarding challenge and contribute to a thriving financial services firm, we encourage you to apply. Please click on the application link below to submit your CV and a cover letter detailing your suitability for this role. We look forward to hearing from you!