Remote Mortgage Administrator

About the Role

The mortgage sector is a complex and ever-evolving field, and Yopa is committed to staying at the forefront of industry trends. As a Mortgage Administrator, you will be working in a dynamic environment, where no two days are the same. You will be part of a team that values care, excellence, and fearlessness, and is dedicated to providing the best possible service to its clients.

Yopa's commitment to its employees is evident in its structured career development pathway, which offers opportunities for growth and advancement. The company's culture is built on a foundation of shared values, including a passion for delivering exceptional results and a dedication to continuous learning.

What You Will Do

• Manage mortgage applications from submission to completion, ensuring that all necessary documents and information are received and processed in a timely manner
• Liaise with lenders, brokers, customers, estate agents, and solicitors to ensure that all parties are informed and up-to-date on the progress of the application
• Update client records and case notes, maintaining accurate and detailed information on each application
• Handle online payments for valuations or broker fees, ensuring that all transactions are processed smoothly and efficiently
• Drive additional income by offering Buildings and Contents (B&C) insurance and other bolt-on services to clients
• Provide exceptional customer service, responding to client queries and concerns in a professional and courteous manner
• Accurately update client records and case notes, maintaining a high level of attention to detail and organization
• Refer clients for surveys and solicitors, ensuring that all necessary steps are taken to complete the mortgage application process
• Secure Trustpilot 5-star reviews, promoting Yopa's services and reputation through positive client feedback
• Book in protection reviews for future sales, identifying opportunities to offer additional services and support to clients
• Sell B&C insurance, providing clients with comprehensive coverage and protection for their properties

What We Are Looking For

• Strong communication and interpersonal skills, with the ability to build rapport with clients and colleagues
• Excellent organizational and time management skills, with the ability to prioritize tasks and manage multiple applications simultaneously
• Proficiency in Excel, with the ability to accurately update and maintain complex spreadsheets
• Experience in a sales-driven environment, with a proven track record of meeting targets and achieving results
• Familiarity with mortgage application processes, including multi-lender or MAB experience
• Strong attention to detail, with the ability to accurately update and maintain client records and case notes
• Ability to work in a fast-paced environment, with a high level of energy and motivation
• Commitment to delivering exceptional customer service, with a passion for providing tailored support and guidance to clients
• Strong problem-solving skills, with the ability to think critically and outside the box
• Ability to work independently, with a high level of self-motivation and discipline

Nice to Have

• Experience in a fintech or financial services environment, with a deep understanding of the mortgage sector and its complexities
• Knowledge of regulatory requirements and industry standards, with a commitment to maintaining the highest levels of compliance and integrity
• Familiarity with CRM systems and other software applications, with the ability to quickly learn and adapt to new technologies
• Certification in mortgage administration or a related field, with a demonstrated commitment to ongoing learning and professional development
• Experience in a remote or hybrid work environment, with a high level of self-motivation and discipline

Benefits and Perks

• Uncapped commission structure, with the opportunity to earn significant bonuses and incentives
• Structured career development pathway, with opportunities for growth and advancement within the company
• Hybrid or remote working options, with the flexibility to work from home or in the office
• Comprehensive training and onboarding program, with ongoing support and guidance from experienced colleagues
• Access to cutting-edge technology and software applications, with the opportunity to develop new skills and expertise
• Competitive salary and benefits package, with a range of perks and incentives to recognize and reward outstanding performance
• Opportunity to work with a dynamic and fast-growing company, with a passionate and dedicated team of professionals
• Generous holiday allowance, with the opportunity to take time off and recharge
• Retail, food, and travel discounts, with a range of exclusive offers and perks
• Refer-a-friend bonus scheme, with the opportunity to earn rewards and incentives for referring talented colleagues

• Develop a strong understanding of the mortgage application process, including the various stages and requirements involved.
• Familiarize yourself with regulatory requirements and industry standards, including those related to data protection and compliance.
• Practice your communication and interpersonal skills, with a focus on building rapport with clients and colleagues.
• Consider obtaining certification in mortgage administration or a related field, to demonstrate your expertise and commitment to ongoing learning and professional development.
• Research Yopa's company culture and values, to ensure that you are a good fit for the team and the role.
• Prepare examples of your experience and skills, including any relevant certifications or qualifications.
• Develop a strategy for managing multiple applications and priorities, with a focus on maintaining accurate and detailed records and case notes.