Case Owner
Location: Onsite, Preston
Salary: £25,070
Hours: Monday-Friday
More2Life is part of Key Group and has been a pioneering force in the equity release market since launching in 2008. Operating from our Preston offices, we now help over 1,000 customers every month confidently release cash from their homes, growing year on year to become one of the largest lifetime mortgage lenders in the UK.
We have an exciting opportunity for driven, customer-focused Case Owners to join our Servicing & Completions function, ensuring our customers receive exceptional support at a crucial stage in their journey.
What is a Case Owner?
As a Case Owner, you are the key driver of the mortgage journey post-offer through to completion. You'll work closely with solicitors, valuers, brokers and internal teams to progress cases smoothly, remove delays, and ultimately ensure customers receive their funds as quickly and confidently as possible.
You'll be the voice, contact point and problem solver for every case in your pipeline - playing an essential role in helping our customers enjoy a better retirement.
Main Responsibilities
Manage a full caseload from mortgage offer through to completion, ensuring all requests, queries and updates are handled within agreed service levels.
With compliance and accuracy front of mind, check documents, agree timescales and confirm completion dates.
Work collaboratively with solicitors, valuers, brokers and customers to keep applications moving.
Act with urgency, prioritising phone calls and customer updates to achieve quicker outcomes.
Use internal systems to log all communication and documentation accurately.
Identify and flag any potential customer vulnerability, escalating to our Vulnerability Champion where appropriate.
What We're Looking For
Confident telephony experience and comfortable picking up the phone.
Target/KPI driven with the ability to work to deadlines.
Forward thinking, agile and solutions focused.
Strong objection-handling skills and confident decision-making.
Excellent communication skills, written and verbal.
Skilled in Outlook & Word, with CRM experience preferred.
Able to multi-task in a fast-paced environment while maintaining accuracy and attention to detail.
Passionate about delivering an outstanding customer experience.
Our Values
We hire and develop talent who live our APSIRE values:
Ambitious - helping our customers unlock a better retirement
Supportive - strong relationships sit at the heart of all we do
Personal - going above and beyond for every customer
Integrity - honest, transparent and principled
Responsive - delivering the right outcome, every time
Expert - specialist in our field with a constant drive to keep learning
Benefits
23 days holiday + bank holidays (rising to 28 with service)
Holiday purchase scheme
1 charity day and 1 wellbeing day
Development and progression opportunities
Generous pension scheme (8% employer, 5% employee)
Simply Health cover
Life Assurance
Apply today and become a key part of More2Life's continued growth