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Mortgage Administrator - Bournemouth

Job Type

Financial Services

About the Role

Lending Support Officer
20-25k (full salary)

KFS Recruitment is proud to be working alongside a Bridging Lender, on the South Coast of the UK, who are looking to increase their team by adding a Junior Credit Analyst / Administrator to the team. We are looking for someone with Financial Services experience, preferably from a Mortgage or Bridging background. Attention to detail is a pre-requisite as is a can-do mentality.

This is a fantastic organisation with fantastic offices, some on-site and nearby parking, also easily walkable from Bournemouth train station.

Ref 50850857



  • Prepare loan files for the assessment

  • Ensure the necessary documents are uploaded from the New Business team

  • Carry out AML/KYC searches on individuals and organisations

  • Assist in instructing third party partners such as Valuers and Solicitors

  • Follow up valuation instructions to confirm fee payment, appointment date, when reports will be provided and chase the report/PVQs (Post Valuation Queries) as required

  • Follow up Solicitor instructions by chasing the necessary undertaking, answers to solicitor requisitions and ascertain timings for the completion of the loan facilities

  • Assist CAs with the review of drafted facility documents and collate final signed versions ready to provide to our funding partners as required

  • Update and maintain the company’s CRM, which ensures all internal parties are aware of where each deal is at in the lifecycle

  • Manage own pipeline of tasks and ensure tasks are added for colleagues in a timely manner

  • Assist the Director of Credit (and other members of the Senior Management Team) with updates on the pipeline of deals being worked, ensuring they are being worked efficiently and towards completion as quickly as possible

  • Assist with production of reports for Senior Management Team meetings

  • Provide effective communication to all parties, including introducers and/or applicants, ensuring exceptional customer service at all times

  • Work with the wider team so that agreed targets and objectives are met

  • Provide feedback on policies and process to highlight possible improvements or concerns

  • Ensure excellent customer service is provided at all times.

Experience required:

  • Experience working in a similar role for 12 months+

  • Able to demonstrate a proactive, hardworking, flexible attitude and able to work under own initiative but also as a member of the wider team

  • Good telephone manner

  • Proficient in MS Office and ability to learn new systems.

Non-salary benefits:

  • 25 Days Annual Leave + Bank Holidays.

  • Annual Leave increases by 1 day per full year up to a max of 30 Days.

  • Workplace pension

  • Referral programme

  • Company Christmas and summer parties

  • Regular company social events

  • Mindfulness sessions in the office

  • Fruit bowl, healthy snacks, Nespresso coffee available daily.

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