Apprentice Mortgage Administrator

The Apprentice Mortgage Administrator plays a vital supporting role within our brokerage. At Home of Mortgages, our advisers focus on delivering expert guidance to clients, but they rely heavily on the admin team to keep things running like clockwork behind the scenes. That’s where you come in.

As an apprentice, you'll be joining our Operations and Case Management team. You’ll work closely with experienced administrators and mortgage advisers to help manage the client journey from application to completion. You won’t be making the tea (we take turns in that) – you’ll be gaining direct experience in real cases that help real people move home or secure vital finance.

This role is a gateway into the world of mortgages and property, giving you the tools, knowledge and support to build a long-term career in the financial services sector.

Each day will bring something a little different, but you’ll quickly become a key player in keeping the mortgage process moving. You’ll:

-Help gather and check client documents (ID, payslips, bank statements etc)
-Track application progress using our CRM system
-Communicate with clients by email and phone to provide updates or request missing information
-Liaise with lenders, solicitors and surveyors to chase updates and solve issues
-Keep everything neat, accurate and compliant in our systems

Learn how the mortgage process works from enquiry to completion

You’ll also have time set aside each week for your learning and coursework as part of your apprenticeship qualification.

Key Responsibilities
Assisting with mortgage and protection application administration

- Preparing case files and documentation
- Chasing and tracking progress with third parties
- Responding to client queries and maintaining excellent communication
- Maintaining accurate and up-to-date records in internal systems
- Supporting the team with general admin and client service
- Learning compliance processes and how to apply them to real cases
- Taking ownership of your learning and working toward your qualification

Training:

The Financial Services Administrator (Level 3) apprenticeship is ideal for learners beginning an entry level role in the financial sector.

As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths. 

Key Learning Outcomes:

·        A broad understanding of the financial services sector

·        An understanding of the role of the appropriate regulatory bodies

·        The importance of relationship building with clients and colleagues

·        Understanding of processes and procedures relevant to the role

·        How to develop commercial awareness

·        Building skills and capabilities within an organisation

Professional Qualifications:

·        CeMAP1 - awarded by London Institute of Banking and Finance (LIBF)

 

·        Completion of CeMAP1 will provide a solid foundation for the learner and can lead on to progression to study in other areas

To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors.

Training Outcome:

Potential for progression to mortgage administrator, mortgage adviser, or further apprenticeships in financial services

Employer Description:
Home of Mortgages provides Mortgage and Insurance advice to clients UK wide. We advise on residential and buy to let mortgages. We encourage learning and development and enjoy supporting our staff to achieve their career goals.

Working Hours :
Monday to Friday 9am to 5.30pm

Skills:
Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Team working