Mortgage Case Handler - Hybrid role based in Cardiff!
About the Company
A specialist finance company based in Cardiff assisting client to secure funding solutions for bridging finance, development finance, commercial finance and buy to let mortgages.
Building lasting relationships with genuine honesty and integrity, is a pivotal part of the team's culture. Supporting and guiding property investors to raise the finance needed to achieve their property ambitions.
The team go above and beyond to ensure they provide the very best advice and service their clients, with exceptional industry knowledge and a genuine desire to help, the team have built long term relationships with professionals who plan to invest in property long term.
The Mortgage Case Manager role
As a key member of the team, you'll play a vital role in assisting both clients and advisers, ensuring a seamless mortgage case management, focusing on delivering exceptional service and maintaining strict compliance standards.
You will manage a pipeline of cases that will consist of, Residential, Bridging Finance, Development Finance and Buy To Let Mortgages, it is desirable that you have the knowledge, experience and confidence to manage these types of cases and their complexities.
Mortgage Case Manager key responsibilities.
- Engage with clients, lenders, solicitors & advisers, addressing queries, offering guidance on the finance process, and providing excellent customer service.
- Obtain necessary documentation and information for lenders, ensuring compliance and uploading documents to lender portals.
- Manage Mortgage administration from start to finish.
- Maintain an organised case pipeline
- Demonstrate the ability to follow processes effectively.
- Consistently achieve set completion targets
The Mortgage Case Manager Package
- Hours: Monday - Friday 9am - 5:30pm
- Basic Salary: £28k - £30k
- 22 days holidays per year + bank holidays
- Flexible hours considered
- Hybrid based on experience
- Office based in Cardiff
- Free parking
- Training and support provided
- Career progression
Mortgage Case Manager desired skills and experience
- Minimum 1 year experience as a Mortgage Administrator / Case Manager
- Experience with Bridging Finance and Portfolio buy to let administration
- Understanding of credit reports, KYC, AML and fraud prevention systems
- Enthusiastic and driven individuals able to form strong relationships.
- Professional phone manner and good written communication skills
- Organised, Articulate, Numerate and Confident and a good attention to detail
Think that this role is right for you?
Contact us to arrange a call, we'd love to find out more about you.