Pontcanna Private Finance, part of the Worldwide Property Company Group, is seeking an experienced Private Banking Mortgage Administrator to support the processing and management of loan applications across its international private banking network.
This is a detail-oriented, client-conscious role at the heart of the deal execution process. You will work closely with advisers, clients and private bank contacts to ensure applications progress smoothly from instruction through to completion.
Key responsibilities include:
Managing and processing mortgage and loan applications with international private banks and lenders
Liaising with lenders, clients, lawyers, accountants, surveyors, investment managers and insurance brokers
Preparing and checking client submissions to meet lender requirements
Maintaining clear case notes and keeping clients and advisers updated throughout
Supporting compliance and KYC and AML documentation processes
Building strong working relationships with bank relationship managers, internal advisers and clients
The role suits someone with experience in mortgage or loan administration at a private bank, wealth manager or premium financial services firm. Candidates should understand the expectations and sensitivities of high-net-worth and ultra-high-net-worth clients and be organised, precise, proactive and confident communicating with sophisticated clients and senior bank contacts.
This is a remote position available on a flexible full-time or part-time basis. Remuneration is competitive and structured to reflect experience and case volume.
