Summary:
Ezra Finance, a forward-thinking mortgage brokerage in Cardiff, is looking for a Specialist Finance Case Manager to join our dedicated team. We pride ourselves on offering a personal, human-centric approach to clients with complex financial situations. This is an exciting opportunity for a dedicated professional with a keen eye for detail to play a crucial role in our mission, ensuring a smooth and efficient journey for both our clients and brokers.
Responsibilities:
* Case Management: Efficiently manage a pipeline of complex finance applications from submission to completion, with a focus on second-charge mortgages and bridging finance.
* Lender Liaison: Act as the primary point of contact between clients, lenders, and brokers, ensuring clear communication and the timely submission of all necessary documents.
* Client Support: Provide exceptional administrative support and customer service, keeping clients informed and confident throughout the application process.
* Compliance: Maintain meticulous records and ensure all work adheres to FCA and company policies.
* Broker Collaboration: Work closely with our specialist brokers to ensure applications are packaged correctly and progressed as quickly as possible.
What We're Looking For:
* CeMAP qualified (essential).
* Demonstrable experience in second-charge mortgages and bridging finance.
* Proven experience in a case manager or mortgage administrator role.
* A meticulous and highly organised approach to your work.
* Excellent communication skills, both written and verbal.
* A positive attitude and a passion for providing outstanding customer service.
The Perks:
* Hybrid/Flexible working options.
* Positive Company Culture: Enjoy a supportive and fun workplace where we celebrate our successes and genuinely care about our team's well-being
* Competitive salary with a clear commission structure of 5% for non- generated business and 10% for generated business
* Career development opportunities within a growing company.
* Casual dress and a friendly, supportive team environment.
* On-site parking and good transport links.
If you're ready to make a real impact and grow your career with a company that values expertise and customer care, we'd love to hear from you.
Job Type: Full-time
Pay: £28,000.00-£32,000.00 per year
Benefits:
* Casual dress
* Free parking
* On-site parking
* Transport links
Licence/Certification:
* CeMap (required)
Work Location: Hybrid remote in Cardiff, CF10 5DY