Senior Mortgage Administrator Job at Office Angels (Leicester)

Practice Manager

We’re looking for an exceptional Practice Manager to join our Wealth Management ...

Location

United Kingdom , Lincoln

Salary:

Not provided

Streets Chartered Accountants

Expiration Date

Until further notice

Requirements

Proven experience in a similar role within wealth management, financial services, or mortgage services
Senior administration experience, ideally with team leadership responsibilities
Strong organisational skills and a self-starter mentality
Excellent communication and interpersonal skills, with the ability to build rapport swiftly and act as a trusted advisor
Experience managing workflow, systems, and procedures, with a keen eye for regulatory requirements
Knowledge of client management systems such as Salesforce
DIP PFS qualification preferred
Professional, discreet, and confident in all interactions

Job Responsibility

Oversee the day-to-day running of the practice, including people management, business processing, regulatory compliance, marketing, and client servicing
Provide high-level technical and administrative support to advisers and the Managing Director
Act as the escalation point for complex client queries, liaising with advisers, clients, and third parties
Ensure consistent and efficient performance from the team through effective management and process improvement
Deliver technical support and training to new and junior staff
Manage workflow, holiday bookings, and ensure all client documentation is complete and compliant
Oversee financial promotions, including updates to the company website
Track ongoing advice meetings and management information through the CRM
Drive continuous improvement in systems and processes to enhance efficiency and client service

What we offer

Comprehensive training package and ongoing learning opportunities to support your career development
Full exam support for Chartered Insurance Institute (CII) qualifications
25 days’ annual leave plus bank holidays
Following probation, this role could be 1 day per week working from home
Flexibility around start and finish times
Workplace pension scheme
Life assurance
Access to an Employee Assistance Programme (EAP)
Employee benefits scheme offering discounts from hundreds of retailers
Work in a vibrant, forward-thinking environment where your ideas are valued

Financial Planning Administrator

Churchgates brings together a unique and powerful combination of Accountants, Ta...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Excellent organisational ability and a good eye for detail
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email. Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients. This includes checking figures and ensuring data is accurate so that clear reports can be produced for the Adviser and Paraplanner
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Senior Financial Planning Administrator, including receiving training on systems and processes

What we offer

22 – 24 days holiday depending on experience (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Flexible home working policy
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Employee assistance programme

Fulltime

Trainee Financial Planning Administrator

This position is based in the busy financial planning department of our office a...

Location

United Kingdom , Bury St Edmunds

Salary:

Not provided

Churchgate Accountants

Expiration Date

Until further notice

Requirements

Have (or be predicted) good exam results at A level or equivalent
Excellent organisational ability and a good eye for detail
Be interested in pursuing a career in the financial services industry
Strong interpersonal skills, be able to build good working relationships and an excellent team player
The ability to deliver excellent service to clients both in person and over telephone and via email
Strong communication skills to liaise with both client and providers are essential
The ability to manage own time and work to deadlines, to take instruction from senior staff and execute tasks as required
Be able to work well under pressure, managing a varied workload whilst remaining organised and focused
Be keen to learn, ask questions, take initiative and have a proactive approach to problem solving
Excellent computer skills, particularly using Microsoft Office

Job Responsibility

Carrying out general day‑to‑day administration tasks, including handling client enquiries, answering telephone calls, collecting information from providers, and filing client documents
Maintaining accurate client information on the firm’s software systems, such as CCH, XPLAN and investment platforms
Assisting with the onboarding of new clients and supporting the servicing of existing clients
Providing general support to Advisers and Paraplanners, including helping to prepare, co‑ordinate and follow up on client meetings
Supporting the submission of new business by helping complete application forms accurately, uploading documents, submitting business online via platforms, and setting up adviser fees
Assisting with the preparation of annual portfolio review packs for clients
Supporting the processing of back‑office tasks such as billing and recording commission and adviser fees on our systems
Assisting Paraplanners with producing ISA and pension top‑up reports, including personalised and cost illustrations
Assisting with mortgage administration, liaising with clients and mortgage providers where necessary
Working alongside and being supported by the Operations Manager, including receiving training on systems and processes

What we offer

A competitive salary
A minimum of 22 days holiday (excluding bank holidays)
Birthday Leave
Holiday purchase/sale scheme
Matching employer pension contributions up to 6% of salary
Salary sacrifice available for pension contributions
Income protection if you are off work due to long term illness or injury equal to 50% of salary until State Pension age
Death in service benefit (4 x basic salary)
Private health insurance – individual cover paid for
Paid study leave

Fulltime

Cash Management Specialist

We are seeking an experienced Cash Management Specialist who will focus on resea...

Location

United States , Phoenix

Salary:

Not provided

Valon Mortgage

Expiration Date

Until further notice

Requirements

Bachelor’s degree preferred
1+ years in a cashiering or payments role at a mortgage or financial company preferred
Excellent attention to detail and time management abilities
Sharp analytical and math skills
Demonstrated attention to detail and quantitative strength
Ability to work independently and cross-functionally to solve complex problems
Must be available to collaborate and communicate in regularly held in-person meetings
Minimum education requirement: High school diploma or GED equivalent required

Job Responsibility

Ensure all Cashiering functions are processed in compliance with Valon and investor and/or regulatory requirements
Review and post payments received from unidentified checks, Billpay, ACH, and wires to ensure timely and accurate allocation of funds
Ensure timely and accurate processing of funds received for homeowner payments, suspense, foreclosures, bankruptcy, and loss mitigation funds
Conduct research, but not limited to, missing payments, reallocation requests, interpreting payment histories to verify payment posted data, and payment applications to ensure proper handling and response
Process recast modification requests
Work closely with other departments in completing specific payment applications and disbursements
Process payoff applications and related payoff refunds
Help inform product development and enhancements by synthesizing and delivering servicing process/platform feedback to senior leadership
Other duties as assigned

What we offer

Compensation: competitive salary and 401k plan
Health & well-being: comprehensive medical, dental, & vision benefits
Food & meals: in-office snacks and drinks, and Bagel Fridays
Commuter benefits: pre-tax deductions for public transportation, rideshare services, and parking expenses
Grow together: Company-wide orientation, learning & development opportunities, regular review cycles with 360-degree feedback
Generous time off: 17 days paid time off, sick days, and 11 company holidays
Baby bonding time: 12 weeks off for both birthing and non-birthing parents - fully paid

Fulltime

Mortgage Senior Loan Documentation Processor

Wells Fargo is seeking a Senior Loan Documentation Processor. We believe in the ...

Location

Philippines , Taguig City

Salary:

Not provided

Wells Fargo

Expiration Date

March 30, 2026

Requirements

4+ years of customer service, loan administration, collections, or sales environment experience, or equivalent demonstrated through one or a combination of the following: work experience, training, military experience, education
Preferred US Mortgage overall experience of 2+ years
Understanding of US Mortgage process & related TRID regulations
Experience in managing US mortgage Closing or Funding process is prefered
MS Office Proficient & Data Analysis
Experience in Customer Telecommunication Contact within a Financial Services Environment, Financial Services Operations, Closing Underwriting, and Quality Assurance experience, or equivalent demonstrated through one or a combination of the following: work experience, training, & education
Strong Pipeline Management Oversight and Routines
Excellent Spoken and written communication skills
Proactively engage with internal bank stakeholders, third parties, settlement agents via telephone to gather necessary information, documentation, clarify information & resolve mortgage closing conditions
Ability to conduct clear and customer centric telephone conversations to explain underwriting decisions, documentation requirements and next steps in the mortgage process

Job Responsibility

Provide support in performing loan documentation duties on the most complex loan packages to ensure compliance with company's policies and government regulations
Process or close loans and act as a main point of contact for internal or external customers during the loan process
Perform administrative, operational, or customer support tasks related to complex loan packages
Manage an assigned pipeline of all loan types relative to business line
Provide subject matter expertise and interpretation of procedures to the team of Loan Documentation specialists to ensure timely completion of work
Interact with immediate Loan Documentation team, functional area, and internal peers outside work group on information related to the routine loan documentation process

Fulltime

New

CLO Portfolio Administration, Senior Associate

Discover the future of debt capital markets. We’re experts at adapting and innov...

Location

United States , Chicago; Boston; Carmel

Salary:

75000.00 - 90000.00 USD / Year

Alter Domus

Expiration Date

Until further notice

Requirements

Bachelor’s degree in finance, accounting, business, or economics preferred
4+ years of professional experience within a business or finance-related capacity
Basic knowledge of loan operations, commercial mortgage lending, or loan securitization with product knowledge and/or customer service experience
Previous experience with CLO compliance and Waterfall modeling
Experience in direct management and training of team members preferred
Ability to independently research and resolve problems
Responsive, friendly, professional, highly organized, and superb communication
Solid Microsoft Excel experience
Exceptional attention to detail and able to thrive within a high-volume data-entry environment with both proficiency and accuracy
Demonstrated willingness to work within a deadline-driven environment

Job Responsibility

Ensure cash reconciliation is sent to the client
Review and approve daily reporting
Ensure input and review occur and trades are input in a timely fashion
Assist with new client onboardings
Coordinate with client on daily deliverables and ensure team is fully aware of all client daily deliverables and expectations
Assume responsibility for training and development of all C&SP staff
Ownership of process improvement and final delivery of solutions
Take on full invoice process from request to client delivery
Ensure timeframes and deliverables agreed with Client and Trustee are met
Demonstrate ability to prioritize, complete, and delegate tasks while providing high attention to detail and excellence customer service

What we offer

Support for professional accreditations
Flexible arrangements, generous holidays, plus an additional day off for your birthday
Continuous mentoring along your career progression
Active sports, events and social committees across our offices
24/7 support available from our Employee Assistance Program
The opportunity to invest in our growth and success through our Employee Share Plan

Fulltime

Customer Service Representative

This role involves delivering excellent customer service in a financial services...

Location

United Kingdom , Epsom

Salary:

Not provided

Office Angels

Expiration Date

Until further notice

Requirements

Background in financial services or a regulated industry
experience in a fast-paced telephone customer service environment
excellent organisational skills and attention to detail
strong written, verbal, and listening communication skills
ability to manage multiple tasks and switch priorities when needed
logical, analytical approach to problem-solving
fast learner with a strong sense of curiosity
IT literate with the ability to use a range of software and internal systems
team-oriented with a proactive and flexible mindset

Job Responsibility

Maintain up-to-date knowledge of all products and services offered by our client and their affiliated companies
handle telephone enquiries from existing mortgage and savings customers, providing prompt, accurate, and helpful responses
clearly explain products and services within the scope of the client's regulatory classification as an 'information only' provider, avoiding advice or guidance
carry out all aspects of mortgage account administration, including completions, redemptions, payments, product transfers, lease extensions, and general enquiries
prepare and send standard or dictated customer correspondence, including handling lost account enquiries
perform cashiering duties at Head Office, including opening, closing, amending, and processing transactions on savings accounts using internal systems
manage changes to customer and account information such as address updates, notice requests, and nominated bank account amendments
administer ISA transfers and assist with account registration procedures
support other departments as required, such as Loans Underwriting and the New Business Team
assist with system testing for new products and features

What we offer

Friendly, supportive team culture
training and development opportunities
varied and rewarding role within the financial services sector
opportunity to make a meaningful impact on customer experience

Fulltime

Senior Post Closing Specialist

The Post Closing Specialist provides administrative support associated with prep...

Location

United States , Rochester Hills

Salary:

21.24 - 28.31 USD / Hour

First American Financial

Expiration Date

Until further notice

Requirements

High School diploma or equivalent
3+ years of related work experience
Title insurance background
Strong customer service orientation
Detail orientation
Excellent verbal communication
Problem solving skills
Strong organizational skills
Strong knowledge of company operating systems
Ability to understand and adhere to state and federal mortgage lending regulations

Job Responsibility

Perform detailed post closing review of more complex closed loan packages to determine completeness, accuracy and compliance with guidelines
Perform reconciliations, recordings and auditing of closing packages
Track all closed loan files
update company operating system
Scan and index closing documents within loan operating system
Review, log and mail final trailing documents
Answer phones, greet customers, place calls and request information needed for escrow closings
May act as a team resource and subject matter expert

What we offer

medical
dental
vision
401k
PTO/paid sick leave
employee stock purchase plan

Fulltime

Senior Mortgage Administrator

Office Angels

Location:
United Kingdom , Leicester

Category:
Finance

Contract Type:
Employment contract

Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:
September 17, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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Location:United Kingdom , Leicester

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Salary:

Job Description:

Job Responsibility:

Requirements:

Additional Information:

Job Posted:September 17, 2025

Looking for more opportunities? Search for other job offers that match your skills and interests.

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