Are you on the hunt for a fun and rewarding role as a Mortgage Case Manager? Our client, a top-notch finance company in Altrincham, is on the lookout for a passionate person to help guide their customers from start to finish. You'll be the go-to person connecting underwriters, customers, property experts, and solicitors, making sure everything runs like clockwork.
This role offers a salary of £25,000 - £30,000 and various benefits. Work in a dynamic setting with growth opportunities. Represent the company at networking events to boost your career.
Our client, a distinguished name in specialist finance, is renowned for delivering unparalleled service to their customers. They take great pride in their unwavering dedication to reducing customer effort while achieving ambitious business objectives. Specialising in property finance, the company fosters a supportive and collaborative work culture that invites innovation and excellence.
As a Mortgage Case Manager, your responsibilities will include:
- Supporting underwriting colleagues with their pipeline applications.
- Monitoring and managing email inboxes for new enquiries and documents.
- Handling telephone enquiries from brokers and direct borrowers.
- Accurately managing the submission process and logging new enquiries on the CRM.
- Processing applications from receipt to submission, including fraud prevention checks.
- Packaging new applications, assessing cases, and requesting additional information.
- Requesting consent for 2nd charges from existing lenders.
- Managing a pipeline of 50 cases to achieve completion targets.
- Providing updates to customers and stakeholders, ensuring information is requested within service levels.
- Ensuring accurate data entry and notation of systems.
- Communicating clearly and consistently with brokers, introducers, customers, and colleagues.
- Preparing valuation, asset manager/project monitoring surveyor, and legal instructions for the underwriter.
Package and Benefits:
The Mortgage Case Manager role comes with a comprehensive package, including:
- Annual salary of £25,000 - £30,000
- Benefits package
- Occasional national travel, primarily office-based
- Opportunities for professional development and networking
The ideal Mortgage Case Manager will have:
- Excellent communication skills with a focus on customer outcomes.
- Previous experience in an administration role.
- An understanding of property and a desire to develop a career in specialist finance.
- High degree of accuracy and attention to detail.
- Strong planning and organisational skills.
- A team player mentality.
If you have experience or interest in roles such as Loan Processor, Mortgage Administrator, Property Finance Coordinator, Underwriting Assistant, or Financial Case Handler, you might find this Mortgage Case Manager position particularly appealing.
If you're ready to take the next step in your career as a Mortgage Case Manager, this could be the perfect opportunity for you. Apply now and join a company that values your skills and offers a supportive environment for growth. Alternatively please call Jenni on for more information.
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