As a Case Manager, you’ll be working closely with clients, advisers, lenders, insurers, solicitors, estate agents and surveyors to turn our advice into a reality for our clients.
Full time, 37.5 hours, 9 – 5:30 but can be flexible on this. 20 days paid holiday plus shutdown over Christmas period on top of this. Lovely air conditioned offices in the town centre, decent company sick pay scheme (2 years).
£32,175 per year.
Responsibilities
Application Processing & Documentation:
Review, verify, and process mortgage and protection applications.
Ensure all necessary documentation is collected, organised, and accurately filed.
Package applications for submission to lenders and insurers.
Prioritise well to ensure you are working on the right things first.
Client Communication & Support:
Serve as the first point of contact for clients regarding their applications.
Provide updates on application status and address any client queries or concerns.
Liaise with advisers, underwriters, and third-party providers to resolve issues promptly.
Become an expert in mortgage and protection administration with a good understanding of how to work with each provider you encounter.
Record Keeping & Compliance:
Ensure all applications and documentation comply with relevant financial regulations and company policies.
Maintain accurate records of all transactions and communications in the CRM system.
Maintain up-to-date knowledge of industry regulations, guidelines, and best practices.
Assist with internal audits and regulatory reviews.
Administrative & Coordination Tasks:
Schedule appointments, follow-ups, and meetings related to mortgage and protection cases.
Assist with the preparation of marketing materials and client communications.
Support the mortgage and protection team by performing general administrative duties as needed.
Quality Assurance:
Conduct regular reviews of application files for accuracy and completeness.
Identify process improvements to enhance efficiency and client satisfaction
Requirements
Experience & Knowledge:
* Previous experience in mortgage administration, protection (life insurance) administration, or a related financial services role.
* Familiarity with mortgage and protection products, underwriting processes, and relevant compliance regulations.
* Understanding of mortgage CRM systems and lenders systems.
* Be aware of your client reviews and performance - learn and adapt from this data.
Skills & Competencies:
* Strong attention to detail and a high level of accuracy.
* Excellent organizational and time management skills, with the ability to prioritize tasks effectively.
* Excellent communication skills, working primarily by phone, as well as face to face if office based. Make sure clients feel valued and have a great experience.
* Proficiency in using office software (e.g., Microsoft Office or Google Workspace) and comfortable with learning new technology platforms.
Personal Attributes:
* High standards of integrity.
* Stay focused on keeping promises and offering great client service.
* Be a great team player, share what you learn and help your colleagues.
* Commitment to maintaining confidentiality and handling sensitive client data responsibly.
* Work independently with minimal supervision.
* Be willing to ask for help and be honest if you’ve messed something up so that we can fix it
Salary description
£32000.00 - £33000.00 per year