Mortgage Administrator
TLDR
Play a key role in supporting the broker-led mortgage journey, ensuring timely management of applications from receipt to completion while maintaining high customer service standards.
“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].
Benefits
Health Insurance
Life assurance
Season ticket travel loans
Season ticket travel loans (if applicable)
Paid Time Off
25 days’ holiday plus bank holidays, with the option to buy/sell up to 5 days
Castle Trust Bank is a fintech challenger bank that specializes in property mortgages and retail finance, delivering tailored financial solutions to a diverse customer base. We leverage proprietary technology to enhance the retail finance experience, partnering with over 2000 retailers nationwide to provide innovative lending options that make financing more accessible.