About Company
Hiring.zycto is currently expanding our dynamic team, seeking talented professionals passionate about client success. We are a forward-thinking financial services firm with a strong commitment to innovation and personalized client solutions in the mortgage sector. Join an environment where your expertise directly contributes to helping individuals and families achieve their homeownership dreams. Our collaborative culture fosters continuous growth, offering unparalleled opportunities for career advancement within a supportive, high-performing team. We believe that empowering our advisors with cutting-edge tools and a vast network of lenders sets them apart, ensuring superior outcomes for every client.
Job Description
Are you a meticulous and client-focused professional with a passion for guiding individuals through their mortgage journey? Hiring.zycto is seeking a dedicated Mortgage Advisor specializing in Client Support & Documentation to join our thriving Manchester team. This pivotal role involves providing exceptional support to our mortgage clients, ensuring a smooth, efficient, and well-documented application process from initial inquiry to successful completion. You will act as a crucial point of contact, managing client expectations, collating essential paperwork, and liaising with lenders, solicitors, and other stakeholders to facilitate timely approvals. We are looking for an individual who thrives on problem-solving, possesses an unwavering attention to detail, and is committed to delivering outstanding customer service. This is an unparalleled opportunity to advance your career within a supportive and dynamic environment where your expertise in navigating complex financial documentation will directly impact our clients’ lives. Your proactive approach will be key in maintaining our high standards of service delivery and compliance within the fast-paced mortgage landscape.
Key Responsibilities
- Serve as the primary point of contact for mortgage clients post-initial advice, guiding them through the application and documentation process.
- Collect, review, and organize all necessary client documentation, ensuring accuracy, completeness, and adherence to regulatory requirements.
- Proactively communicate with clients, lenders, solicitors, and other third parties to expedite application processing and resolve queries efficiently.
- Maintain comprehensive and accurate client records using our CRM system, tracking application progress and important milestones.
- Assist clients with understanding complex mortgage terms, conditions, and product features as necessary, clarifying any uncertainties.
- Identify and escalate potential issues or delays to senior advisors or management, proposing practical solutions.
- Ensure compliance with all relevant financial regulations, company policies, and data protection guidelines.
- Support the Mortgage Advisor team with administrative tasks, appointment scheduling, and pipeline management.
- Contribute to ongoing process improvements to enhance client experience and operational efficiency.
- Prepare client review documents and follow-up communications as required.
Required Skills
- Minimum of 2 years of experience in a mortgage administration, client support, or financial services documentation role.
- Demonstrable understanding of the mortgage application process, products, and regulatory environment (e.g., FCA, MCOB).
- Exceptional organizational skills with a keen eye for detail and accuracy in document management.
- Strong communication skills, both verbal and written, with the ability to explain complex information clearly and empathetically.
- Proficiency in CRM software and Microsoft Office Suite (Word, Excel, Outlook).
- Ability to manage multiple priorities, work under pressure, and meet tight deadlines.
- A proactive, problem-solving attitude with a strong commitment to client satisfaction.
- Full eligibility to work in the UK.
Preferred Qualifications
- CeMAP (Certificate in Mortgage Advice and Practice) or equivalent qualification is highly desirable.
- Experience working with specific mortgage CRM systems (e.g., Salesforce, Twenty7Tec, Iress).
- Familiarity with the Manchester property market and local lending landscape.
- Previous experience in a regulated financial services environment.
Perks & Benefits
- Competitive salary package with performance-based bonuses.
- Generous annual leave entitlement, plus bank holidays.
- Comprehensive health and wellness benefits package.
- Company pension scheme.
- Opportunities for professional development and support for CeMAP qualification.
- Dynamic and collaborative office environment in central Manchester.
- Regular team social events and activities.
- Access to cutting-edge financial technology and tools.
- Discounted mortgage services for employees.
How to Apply
If you are ready to take the next step in your mortgage career and join a company that values expertise and client-centric service, we encourage you to apply today! Please click on the application link below to submit your CV and a cover letter outlining your relevant experience and why you are the ideal candidate for this role. We look forward to reviewing your application.