Trainee Specialist Mortgage Processor - The Work Shop : Job Details

Our client is looking for a Trainee Specialist Mortgage Processor to join their growing team. This is an exciting entry-level role, perfect for recent graduates or career starters looking to build a future in short-term lending, commercial finance, and property-backed loans.

You'll work closely with brokers, lenders, and clients to process applications from initial enquiry to submission. Full training and support are provided, with a clear path to progress into a Mortgage Case Manager role.

Key Responsibilities or Trainee Specialist Mortgage Processor:

• Process short-term and commercial mortgage enquiries
• Accurately input client data into the CRM (GDPR compliant)
• Liaise with clients, brokers, and lenders to move applications forward
• Collect client fees when required
• Review client documents and assess case suitability
• Input key data into lender portals and CRM systems
• Perform Anti-Money Laundering (AML) checks and raise any concerns
• Provide customer care support throughout the application process
• Attend internal training and lender briefings (in person or via Teams)
• Support other departments with compliance checks when needed

What We’re Looking for in Trainee Specialist Mortgage Processor:

• Motivated, organised, and eager to learn
• Strong written and verbal communication skills
• Excellent attention to detail and problem-solving mindset
• Good IT and CRM system knowledge
• Ability to work in a fast-paced, team-oriented environment
• A forward-thinking and professional attitude
• Minimum GCSEs (or equivalent). Graduates welcome.

Benefits

• Starting salary £24,000 – £26,000 (DOE)
• Clear progression route to Case Manager with bonus potential
• Healthshield healthcare plan (Tiered increases with service)
• Perkbox membership for lifestyle discounts
• 20 days holiday bank holidays (rising to 25 with service)
• Option to buy/sell holidays (up to 30 days total)

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