Join us as a Mortgage Specialist Assistant
- Take on a new role in an exciting and dynamic team, offering vital support to clients with mortgage needs
- Provide support to the mortgage managers to ensure we deliver outstanding customer service by keeping the customers needs at the forefront and exceeding the customers expectations through quality service
- We’ll look to you to deliver high standards for each customer interaction, with proactive organisation and accurate records and file management
- This is an opportunity for you to develop your knowledge of mortgages and financial markets, in an environment where we take a real investment in your career progression
- To be considered for this role, if you don't already live here, you'll need to clearly state in your CV that you have the right to live and work in your chosen location
- This role will be available for a period of 12 months
What you'll do
You’ll be directly supporting our mortgage specialists. With excellent attention to detail, you’ll make sure that all reports, documentation and systems recording is technically accurate, compliant and provides the right outcomes for our client.
Day-to-day, you’ll be:
- Responsible for full customer engagement to efficiently manage the new business and existing business book and ensure customer needs are met
- Dealing with internal and external customer requests via phone and email
- Providing support to the mortgage managers
- Reviewing customer due diligence for sign off by our new account sanctioners and managing the mortgage to drawdown
- Instructing mortgage offers and sending to solicitors, brokers, and clients
- Maintaining adherence to all internal & external; regulatory, operational, compliance, credit and key control systems and procedures are implemented
The skills you'll need
We’re looking for someone with experience in a banking or financial services environment and a broad knowledge of products and services. You’ll also have the ability to work with high levels of attention to detail, alongside excellent problem solving and communication skills.
We’ll also expect you to have:
- A track record of meeting quality assurance, service and risk targets in a regulated environment
- The ability to maintain high levels of knowledge of relevant internal processes and procedures
- A strong background in customer service
- Good Microsoft Office and other technical systems skills
Hours
35Job Posting Closing Date:
23/11/2025Ways of Working:HybridTop Skills
What We Do
We’re a business that understands when our customers and people succeed, our communities succeed, and our economy thrives. As part of our purpose, we’re looking at how we can drive change for our communities in enterprise, learning and climate.
As one of the leading supporters of UK business, we’re prioritising enterprise as a force of change. We’re focusing on the people and communities who have traditionally faced the highest barriers to entry and figuring out ways to remove these.
Learning is also key to our continued growth as a company in an ever changing and increasingly digital world. By setting a dynamic and leading learning culture, our people prosper, and our customers are given the tools to continue to improve their financial capability and confidence.
One of the biggest challenges we all face in our future is climate change. That’s why we’ve put it right at the core of our purpose. We want to champion climate solutions with financing and entrepreneurial support, fully embed climate into our culture and decision making, and be climate positive by 2025.
We’re committed to using our purpose to break down barriers, drive change and ultimately create a great place to work.
