Part time Mortgage Administrator

Job title: Part time Mortgage Administrator
Location: Essex
Industry: Financial Services
Salary: £20,000
Reference: 1548
Contact name: Jodie Murray
Contact email:

Job description

My client is a professional, award winning and ambitious Mortgage Broker with a strong people-first culture and they are looking for a Client Retention Specialist to join their team.

Reporting into a supportive and highly experienced line manager you will help to build out a specialist division within the business that will ensure the high levels of client engagement are upheld and ensure the business enjoys happy clients and in turn, repeat business




  • Monthly mailshots to clients
  • Booking in reviews with our existing clients (telephone & email)
  • Follow-up on booked appointments
  • 6- and 12-month anniversary calls
  • Sending completion packs/questionnaires weekly
  • QC completion checks
  • Birthday Emails
  • Accurately maintain the customer database



  • Experience of working in the financial services / conveyancing /mortgage sector strongly preferred
  • Strong communication skills both written and verbal
  • Excellent administration skills

Company Benefits

  • There is a company pension, study support and progression opportunities within the mortgage sector







Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

Boxtree are very serious about how we regulate and control personal data of our candidates. Please note that by applying for this vacancy you provide Boxtree with your explicit consent to process your personal information which we will re-qualify by contacting you. A copy of our privacy policy outlining how we use and store your personal data is available to view on our website. You can request to be ‘forgotten’ by emailing Lacee Watts please see email via our website).




Share this job


Jodie Murray

Send Me Similar Jobs By Email

By submitting your details you agree to our T&C