“Supporting our broker partners to deliver outstanding customer outcomes.”
At Castle Trust Bank we pride ourselves on being a fintech challenger bank, providing specialist property mortgages, retail finance lending and savings accounts to a wide range of customers.
Our Property division works closely with an established network of mortgage brokers to deliver tailored lending solutions across specialist residential and buy‑to‑let markets. We’re now looking for a Mortgage Administrator to join our Property team and support the continued growth and success of our mortgage proposition.
What you’ll lead and deliver:
As a Mortgage Administrator, you’ll play a key role in supporting our broker-led mortgage journey from application through to completion.
Working closely with Underwriting and Completions, you’ll manage your own pipeline of applications and act as a key point of contact for brokers and our external sales team. You’ll be supported by a dedicated Underwriter buddy to help develop your technical knowledge and understanding of the mortgage lifecycle.
You will:
- Manage a pipeline of mortgage applications from receipt to completion
- Carry out initial application reviews, including credit and property checks
- Package cases for approval by the Underwriting team
- Work closely with an Underwriter buddy to build your underwriting and processing knowledge
- Issue mortgage offers and associated documentation following approval
- Liaise with the Completions team to support loan completion
- Act as the first point of contact for broker and sales queries throughout the mortgage journey
- Chase outstanding documentation and provide regular application updates
- Process valuation reports and ensure accurate record keeping
- Deliver a high standard of customer service in line with bank policies and procedures
This is a full‑time hybrid role, based in Basingstoke with 3 days per week in the office.
What you’ll bring:
We’re looking for someone with a strong customer service mindset, excellent organisation skills and the ability to manage multiple priorities in a fast‑paced environment.
Essential
- Experience in a busy, customer‑focused role (financial services preferred)
- Confident telephone manner with strong verbal and written communication skills
- Excellent attention to detail and accurate data handling
- Strong organisational skills and ability to manage competing priorities
Desirable
- Previous experience within mortgage processing, underwriting or the wider mortgage lifecycle
- Exposure to working with brokers or intermediaries
Just as importantly, you’ll be someone who works well as part of a team, brings a positive can‑do attitude, and is confident to challenge in a constructive way while always doing the right thing for customers, colleagues and the bank.
Why join Castle Trust Bank?
- Performance‑related bonus (individual and company performance)
- Generous contributory pension through Hargreaves Lansdown
- Life assurance
- 25 days’ holiday plus bank holidays, with the option to buy/sell up to 5 days
- Vitality at Work wellbeing programme
- Free access to BHSF Rise EAP
- Free eye test vouchers
- Discounted gym membership
- Season ticket travel loans (if applicable)
- Hybrid working and a supportive, inclusive culture where your contribution matters
Interested?
Caught your attention? We’d love to tell you more about what it’s like to work at Castle Trust Bank – The Place To Work.
Castle Trust Bank is an equal opportunity employer where we celebrate diversity and are committed to creating an inclusive environment for all our colleagues. We welcome applications from all and base our decisions on merit.
We are proud to support people with disabilities and are committed to being a Disability Confident employer. If you require a reasonable adjustment to support your application, please contact [email protected].
What We Do
Traditional financial service providers are often burdened with costly overheads including expensive branch networks, inflexible technology and huge armies of people. At Castle Trust Bank, we keep our overheads to a minimum and we use savings proceeds to fund our lending solutions. In the past, we offered investment products to our customers which proved very popular. As a bank, we now offer savings accounts, giving our customers the added benefit of FSCS protection for their deposits. Our history means that we have a strong understanding of what our customers need and have built our savings range with those customers and their needs front of mind. In a complex world, we strive for openness and clarity. We place the highest importance on treating our customers fairly not just because it's the right thing to do but because we know that the trust of our customers is crucial to our future success. We recognise that for many mortgage customers, traditional solutions don't cut the mustard. These customers can often have high quality assets but unconventional income and so find it difficult to borrow at reasonable rates and on sensible terms. What experienced buy to let investors need is lending with imagination. They need a lender that recognises cash flow and net worth are not the same thing. They need a lender that is flexible in their approach and makes considered, logical decisions. Castle Trust Bank is that lender. We also offer point of sale finance through our Omni Capital Retail Finance arm. Partnering with retailers nationwide, we support their business by offering finance plans to their customers. OmniPort technology gives retailers paperless credit approval which fits seamlessly with their sales processes and customers can use our dedicated customer portal to keep up to date with their loans
