Login to Apply

Mortgage Representative

A great opportunity to for an experienced mortgage representative to join this well established, friendly team. Our client provides a structured training and development programme and genuine career progression/ benefits package which is second to none.

* Based in Epsom

* £25,000 - £30,000 (depending on experience)

* Monday – Friday, 9am – 5:30pm

* 23 days holiday rising to 27 plus option to buy and sell holiday

* Free parking

Job specification for the mortgage representative

* Manage complex mortgage processes, including Buy to Let, Transfer of Equity, Interest Only mortgages, and specialised external programs.

* Oversee mortgage arrears administration, including report preparation, data provision, and legal recovery support.

* Handle deceased customer accounts, Powers of Attorney, third-party authorisations, and the registration process per guidelines.

* Fulfil responsibilities as specified in the Company’s Authorities Schedule.

* Administer centrally managed reports, conduct necessary research, corrections, and manage responses.

* Draft and issue customer correspondence as needed.

* Support testing functions, including form preparation, testing, and result review.

Person specification Mortgage Representative

* Experience in administration.

* Customer service experience, ideally with phone-based interactions.

* Strong attention to detail.

* Ability to remain calm under pressure.

* Effective time management and workload prioritization.

* Clear and effective communication across all formats.

* Decision-making capability.

* Skilled in coaching and training others.

* Ability to build strong relationships with other departments.

* Quick learner.

* Capable of working independently when needed.

* Strong analytical skills.

* Proficient in Excel, with experience in creating spreadsheets and manipulating data.

Refer a friend and earn £100! If you have a friend who is also searching for a new opportunity in the local area, recommend Optima and if we place them (providing they complete their 3-month probation period), you will receive a £100 retail voucher of your choice!

Please note that if you have not been contacted within 5 working days, then unfortunately on this occasion your CV has not been shortlisted.

By applying for this vacancy, you accept Optima Recruitment Limited’s Privacy and GDPR Policy which can be found on our website and therefore gives us consent to contact you.

Optima Recruitment Limited are acting as a recruitment agency in relation to this vacancy and are an equal opportunities employer