Our client is seeking a highly motivated and organised Mortgage Case Manager to join their dynamic team on a permanent basis. The role will play a critical part in delivering exceptional service to clients, managing the progress of mortgage cases, and liaising with a variety of stakeholders throughout the process.
Key Responsibilities
As a Mortgage Case Manager, you will:
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Facilitate Effective Communication: Act as a key point of contact for stakeholders including advisers, customers, builders, surveyors, lenders, and solicitors to ensure smooth progression of mortgage cases to the "offer" stage.
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Manage Case Progression: Proactively monitor and track the movement of cases, ensuring timely completion and effective resolution of any issues. This includes ensuring the collection of missing documentation and liaising with the relevant parties.
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Support Customers to Secure Their Dream Home: Provide assistance from lender submission through to exchange/completion, guiding stakeholders through every step of the process.
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Ensure Compliance and Documentation Accuracy: Ensure all submitted documentation is accurate, complete, and submitted within required timelines to maintain compliance and mitigate business risks.
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Reporting and Administration: Regularly check and update case reports for weekly introducer updates and provide general administrative support across departments as needed.
Key Success Factors
Success in this role will be demonstrated through:
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Proficiency in Key Tools: Strong knowledge of Microsoft Office and the ability to adapt to new systems quickly.
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Excellent Time Management: Ability to prioritise tasks effectively, managing your workload and meeting deadlines in a fast-paced environment.
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Clear Communication Skills: Ability to convey clear, concise, and accurate information to all stakeholders, ensuring everyone is informed at every stage.
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Team Collaboration: Comfortable working independently, while also being an active and supportive team player.
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Commitment to Company Values: Demonstrating high work ethic and aligning with the company’s values, including:
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Future-Focused: Building lasting relationships with clients and partners.
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Innovative: Thinking creatively to solve challenges and enhance processes.
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Respect: Treating all individuals with kindness, courtesy, and respect.
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Service Excellence: Going above and beyond to provide a premium service.
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Togetherness: Building trust and fostering a collaborative environment.
Required Experience
To be considered for this role, you should have:
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Previous experience in an administrative role, preferably within financial services (mortgages and insurance).
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Proven experience working with both internal teams and external stakeholders, managing relationships to achieve business goals.
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A keen attention to detail and a proactive approach to problem-solving