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Mortgage Administrator



Posted over 30 days ago...


Join Moneybox as a Mortgage Administrator and contribute to transforming financial futures


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No salary declared 😔

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98% Remote- UK

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Expires at anytime

Organisation summary

Moneybox is a groundbreaking financial platform that's revolutionizing the way people save, invest, and plan for their future. Launched in 2016, our app has been a game-changer in the finance sector, known for its innovative round-ups feature. We provide a suite of services including saving, investing, home-buying, and retirement planning, all in one app. With over a million users in the UK, we offer free tools, educational content, and award-winning support to help users build wealth confidently.

Role Summary

  • Process mortgage applications efficiently and secure rates for customers.
  • Manage daily tasks to meet objectives and perform quality checks.
  • Coordinate advisers' schedules and ensure timely submission of documents.
  • Collaborate with teams for KYC compliance and market updates.
  • Assist in the overall homebuying process to enhance customer experience.

Role Requirements

  • Interest in Moneybox and enthusiasm for helping customers.
  • Driven, committed, and collaborative with excellent communication skills.
  • Preferably experienced in mortgages; detail-oriented and data-driven.
  • Ability to work independently and as part of a team to deliver results.

What's in it for you?

  • Be part of an innovative, award-winning company.
  • Work in a friendly, impact-driven environment.
  • Inclusive culture with company shares and pension scheme.
  • Hybrid work, home office allowance, and personal development budget.
  • Private medical insurance, health cash plan, and wellness subscriptions.
  • Enhanced parental benefits, cycle to work scheme, and generous holidays.

Job Brief

At Moneybox, we’re helping people turn their money into something greater. We launched our award-winning app back in 2016, and made waves with our now famous round-ups feature, which helped thousands of people start investing with just their spare change. Fast forward to today, and we’ve brought saving, investing, home-buying, and retirement services together into one simple app. So people can reach their goals and build wealth with confidence, whatever their starting point. With a range of free tools, educational content, and award-winning customer support, we’re already helping more than one million people all across the UK.

What you'll do

As a Mortgage Administrator you'll play an essential role in ensuring our customers mortgage application is submitted onto our lenders systems to secure the customers mortgage rate. Independently manage your day to ensure you meet your application and quality check objectives Be responsible for the day to day running of your advisers diaries, ensuring all the relevant actions have been taken and documents uploaded to get our customers mortgage application submitted without delay Work with cross-functional teams to ensure up to date KYC checks have been completed Share market updates via our channels to ensure advisers are kept up to date on any product changes that could impact ongoing applications Support teams across the homebuying mission to support customers on their homebuying journey

Who you are

Someone with a genuine interest in Moneybox and the services we offer. Excited about being part of a fast-growing company that’s trying to make a positive mark on the world A driven, committed person who’s looking to help customers achieve their home buying goals A collaborative team player who is able to take feedback on board A great communicator who has a passion for their work and the people they work with A proactive individual who is able to manage multiple tasks whilst maintaining a high standard of work

Experience and skills

Mortgage experience is preferred but not essential Data-driven, highly numerate with an eye for detail Proven track record of delivering results against targets Strong organisational skills with meticulous attention to detail Able to work unsupervised and as part of a team

What's in it for you?

Opportunity to join a fast-growing, award-winning and super ambitious business. Work with a friendly team of highly motivated individuals. Be in an environment where you are listened to and can actually have an impact. Thriving collaborative and inclusive company culture. Company shares Company pension scheme Hybrid working environment Home office furniture allowance Personal Annual Learning and Development budget Private Medical Insurance Health Cash Plan (cashback on visits to the dentist & opticians etc) Cycle to work scheme Gympass subscription to a variety of gyms and wellbeing apps Enhanced parental pay & leave 25 days holiday + bank holidays with additional days added with length of service.

Please read before you apply!

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: [email removed - click apply for more details]

Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.


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