Edward Bagley

CeMAP-qualified mortgage administrator with experience across mortgage administration, estate agency, and customer service. Experienced in supporting mortgage advisers and managing cases from application to mortgage offer issued. With experience of lender portals, CRM systems, documentation, and case progression.

Highly organised, detail-focused and experienced in managing competing priorities within busy environments. Looking to continue developing my career in mortgage administration. While naturally more introverted, I can use this to my advantage.

I enjoy making 1:1 connections, my priority is not just to guide clients through the process but help them feel supported.

Mortgage and protection Administrator - Penn Financial Ltd

(2026-08-03 - 2026-08-28)

• Supported mortgage and protection cases through the application process
• Liaised with clients, lenders and other stakeholders to progress cases and resolve outstanding requirements
• Managed documentation, lender portals and case administration
• Successfully progressed a mortgage case from application through to mortgage offer

Customer Services Administrator - BS&PM Estate Agents Ltd

(2023-03 - 2026-07)

• Started as the filing clerk and took on more responsibilities
• Providing customer services, problem solving, and guiding customers
• Handle customer enquiries via email, phone, post and in person
• Manage property viewings, valuations, and maintenance arrangements
• Oversee diary and document management systems
• Record and process data accurately into internal systems
• Chase rental payments and liaise with contractors
• Provide general administrative support across the estate agency
• Support client communications and coordination

Trainee mortgage adviser - Julian Harris

(2022-09 - 2023-02)

• Maintaining self employment
• Client on boarding
• Maintain CRM systems
• Contact clients, estate agents, Solicitors to coordinate mortgage applications
• Managed full mortgage case processing from application to completion
• Oversaw diary scheduling, filing and document control
• Xplan mortgages
• Sanction search

Mortgage Administrator - Kidderminster Mortgage Services Ltd

(2016 - 2020)

• Stakeholder liaison for clients, estate agents, Solicitors to coordinate mortgage applications
• Sole administrator supporting three independent mortgage advisers
• Case management processing from mortgage application, liaising with mortgage lenders and clients chasing outstanding documents, getting mortgage offer issued, liaising with solicitors to gear towards completion
• Oversaw diary scheduling, file management, and document control
• Delivered exceptional customer service and keep files and compliance records
• Keeping records and mortgage adviser up to date
• Trigold management

Property Lettings Administrator - BS&PM Estate Agents Ltd

(2005 - 2016)

• First point of contact for customers
• Rent reviews
• Chasing outstanding rent payments
• Maintenance and repairs maintenance
• Filing and general admin duties
• Coordinated customers through lettings processes and managed customer enquiries
• Scheduled viewings and valuations, managed property maintenance
• Maintained accurate records and handled rental payment chasing
• Supported the team with general office and administrative tasks

CeMAP Levels 1, 2 & 3 - London Institute of Banking & Finance (2020 - 2022)

Executive Personal Assistant Diploma - Worcester College (2014 - 2016)

GCSEs - English, Mathematics, Science & Information Technology - Haybridge High School (2001 - 2005)