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We are Recruiting | Mortgage Administrator

At trufe. we aim to be different.

Against a backdrop of rigid contracts from traditional high street banks and the online algorithms of price comparison websites; we get to know our customer’s circumstances before sourcing the most suitable mortgage, additional borrowing or commercial loan.

We are a competent and experienced team, committed to supporting our customers with honest, genuine and straightforward advice and guidance.

We Are Recruiting.

We are looking for a Mortgage Administrator who has a pro-active approach, excellent engagement with customers and solution-based thinking. Based in a relaxed, friendly, collaborative and hard-working environment, the ideal candidate will have excellent communication skills both written and oral.

Key Skills & Experiences

  • Preferred - Experience of the Mortgage Broking Industry.
  • Good base knowledge of the mortgage and 2nd Charge markets.
  • Up to date with new products, processes and offerings across the market.
  • Ability to strike up strong relationships with customers over the phone, face to face and email.
  • Expertise in working effectively with internal and external customers.
  • Ability to problem solve & create effective solutions.
  • Effective Time Manager who can load balance and prioritise effectively
  • Strong ability to analyse and interpret data using Excel and associated systems.
  • Understand and comply with all existing FCA regulatory requirements and keep abreast of any and all new legislation.

These are the kind of attributes we are looking for.

Interesting / Authentic / Accurate / Expert / Humble / Likeable / Trusting / Respectful / Dynamic / Empathetic / Effective Fast / Lateral Thinker / Problem Solver / Wants to be part of a team

Mortgage Administrator | Leeds

  • Be the initial face of trufe. welcoming customers over the phone & explaining the broker service we provide.
  • Liaise with customers over the phone, face to face or digitally, both inbound & outbound calling as required.
  • Explain the service trufe. provides and clearly explain fees and costs upfront.
  • Investigate and capture customer financial situations including their monthly income and expenditure to facilitate smooth customer transition to their appointed Mortgage Advisor.
  • Understand and provide clearly an overview of the different types of mortgages and associated products ensuring no advice is given.
  • Support completion/return of all relevant documentation on behalf of the customer where possible to expedite their mortgage completion
  • Help the customer to gather all appropriate documentation required by the lender & act as a liaison where required to support the appointed Mortgage Advisor.
  • Build solid relationships with customers, mortgage lenders, estate agents and solicitors and our internal team.
  • Create, maintain & analyse performance data to establish performance trends & drive efficiency/productivity.
  • Keep up to date with new mortgage products, processes and changes in mortgage regulation.
  • Respect your customers right to confidentiality and meet GDPR.
  • Understand and meet all FCA regulatory requirements.

Benefits at trufe.

  • Base starting salary up to £20,000 depending on experience
  • Attractive performance-related pay
  • Annual pay review
  • Pension enrolment
  • 28 days annual holiday entitlement plus bank holidays
  • Agile and flexible working
  • Award-winning Leeds office
  • Conveniently located to the train station (Kirkstall Forge)
  • Opportunity to work towards CEMAP qualification and future Mortgage Advisor Role

If you feel you would be a good fit for the role, please email nicky@trufemoney.co.uk with a copy of your C.V. and covering letter.

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trufe. is a trading name of Green FS Ltd (FRN 833558) which is an appointed representative of HL Partnership Limited, who are authorised and regulated by The Financial Conduct Authority.

The Financial Conduct Authority does not regulate commercial lending, secured or unsecured loans and some forms of Buy to Lets. Equity release includes Lifetime Mortgages and Home Reversion Schemes. We can advise and arrange Lifetime Mortgages and will refer to an approved specialist for Home Reversion schemes.

Your property may be repossessed if you do not keep up repayments on a mortgage or any debt secured on it. ​

Green FS Ltd is registered in England and Wales with company number 11605501. Registered office address is trufe. The Leeming Building, Ludgate Hill, Leeds. LS2 7HZ.

The information contained within this website is subject to the UK regulatory regime and is therefore targeted at consumers based in the UK.
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