Property Lending Assistant (Intermediary Lending)

Up to £40,000 plus excellent bonus and benefits

Are you a mortgages professional looking to take the next step within a specialist, broker-facing lending team? Due to continued growth, we are recruiting on behalf of an established London-based private bank looking for an Intermediary Lending Assistant to join their Intermediary Lending team. This is an excellent opportunity for someone with a strong mortgages background to support the end-to-end progression of cases submitted through brokers and intermediaries, working closely with underwriters, brokers, and internal stakeholders to deliver an outstanding standard of service.

Responsibilities for the successful Intermediary Lending Assistant to include:

• In this role, you will provide vital support to the Intermediary Lending team, helping to move mortgage cases smoothly from application through to offer and completion.
• Case Management: Support the administration and progression of mortgage applications submitted via brokers and intermediaries, ensuring cases move efficiently through each stage.
• Broker Liaison: Act as a key point of contact for brokers and intermediaries, handling queries and providing timely, professional updates on the status of their cases.
• Application Processing: Review and check incoming documentation, accurately input application data, and package cases ready for underwriting review.
• Stakeholder Coordination: Liaise between brokers, underwriters, and internal teams to resolve outstanding requirements and keep cases progressing within agreed timeframes.
• Service Standards: Help the team meet service-level agreements (SLAs) and turnaround targets within a fast-paced, deadline-driven environment.
• Record Keeping: Maintain accurate, up-to-date records on the bank’s lending systems and CRM in line with internal procedures.
• Compliance: Ensure all activity is carried out in line with regulatory requirements and the bank’s lending criteria and policies.

Requirements for the successful Intermediary Lending Assistant to include:

• We are seeking an organised and detail-focused candidate who combines strong mortgages knowledge with excellent communication skills.
• Mortgages Experience: Demonstrable experience within mortgages is essential, with a sound understanding of the mortgage application process from submission through to completion.
• Intermediary Lending: Prior experience within an intermediary, broker-facing, or specialist lending environment is highly desirable.
• Attention to Detail: Strong administrative and organisational skills, with the ability to manage a varied caseload accurately and to deadline.
• Communication: Confident, professional communication skills with the ability to build effective relationships with brokers and internal teams.
• Technical Toolkit: Proficiency in MS Office (particularly Excel and Outlook) and confidence using lending or CRM systems.
• Qualifications: CeMAP qualification, or active progress towards it, would be advantageous though is not essential.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.