Mortgage Administrator - St Helens

One of IT Bods leading clients a leading Mortgage Adviser and IFA firm in St Helens, Merseyside. They are recruiting for an experienced Mortgage Administrator to join the existing team This is an exciting opportunity to join a small, well-established practice with a strong reputation, known for generating business through personal recommendations and word-of-mouth referrals. This role will suit someone who is serious about taking their career to the next level. Key Responsibilities: * Provide comprehensive administrative support to Mortgage and Protection Advisers, including processing mortgage, protection, and general insurance applications. * Serve as a primary contact for clients, managing all non-technical and non-advice-related queries. * Ensure client files meet compliance standards and key documents are issued promptly. * Liaise with estate agents, mortgage lenders, solicitors, and insurance providers to maintain seamless communication throughout the process. * Keep clients informed of timelines and regularly update them on case progress. * Maintain client files on the internal CRM system (Intelligent Office) and ensure effective use of the database to streamline the client journey. * Adhere to new business processes, ensuring all necessary steps are completed. * Act with integrity, prioritising client interests and delivering positive outcomes. Essential Skills * Strong administration experience with the ability to work under pressure and meet deadlines. * Excellent organisational skills and a customer-focused approach. * High attention to detail and a commitment to continuous improvement. Nice to have: * Experience with Intelligent Office CRM. * Prior experience in mortgage and protection administration. If you are interested in hearing more about the Mortgage Administrator position offering £26k + company benefits, please click on the link to apply TPBN1_UKTJ