Trainee Loan & Mortgage Executive (UK Campaign)

Description

Ross Mckinley Accountants Ltd is seeking a proactive Trainee Loan & Mortgage Executive to join their UK campaign team. This role focuses on supporting loan and mortgage application processes, ensuring smooth handling from initial inquiry through to completion. The ideal candidate holds a bachelor's degree in Business, Finance, Accounting, or a related field and has up to one year of relevant experience. The position offers a valuable opportunity for those eager to develop a foundational understanding of UK loan and mortgage procedures while engaging directly with clients and internal teams. The candidate will be responsible for managing customer data, assisting in documentation and application file preparation, and conducting follow-ups to resolve outstanding client queries. Effective communication skills and strong interpersonal abilities are essential for success in this role, as is the readiness to learn and adapt to company-specific processes. Familiarity with UK mortgage applications, affordability assessments, and related documentation will enhance performance. The role requires excellent spoken and written English and proficiency with Microsoft Office tools such as Excel, Word, and Outlook. This position does not involve team management but emphasizes collaboration with the UK operations team.

Responsibilities

• Assist in preparing and completing mortgage and loan application files accurately and efficiently.
• Manage customer data with careful attention to detail and ensure proper documentation and filing.
• Follow up with clients regarding outstanding documents and queries to facilitate timely application processing.
• Collaborate with the UK operations team to ensure seamless coordination and resolution of client issues.
• Support loan application processing by verifying information, checking affordability assessments, and compiling necessary paperwork.
• Maintain up-to-date knowledge of UK loan and mortgage procedures and company policies.
• Communicate clearly and professionally with UK clients to provide updates and clarify requirements.
• Utilize Microsoft Office applications to create, organize, and manage loan and mortgage-related documents.
• Record and update client interactions and data in Customer Relationship Management (CRM) software.
• Continuously seek opportunities to improve understanding of mortgage and loan industry practices.

Experience

7 Months

Apply By

Oct 10, 2026

Required Skills

• Customer Relationship Management
• Loan Application Processing
• Communication Skills
• Data entry and documentation
• Team Collaboration
• Customer Data Management
• Follow up with clients regarding outstanding documents and queries.
• Assist in preparing and completing mortgage and loan application files.
• Microsoft Excel
• Microsoft Word

Nice to Have Skills

• Knowledge of mortgage applications
• Affordability assessments
• Documentation Management
• Microsoft Outlook