Working within a small but focused team the individual should be motivated to overachieve the companies individual and company targets. The individual will assist the team in achieving target by taking proactive measures to process the cases in accordance with the Company and lender panel processing guides. The Mortgage Case Manager will liaise with brokers, mortgage providers, legal teams and surveyors as part of the process.
Duties and Responsibilities of the Mortgage Case Manager:
* Collect fees from clients and brokers where required
* Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies
* Follow the company’s sales process
* Follow the departments CPD log requirements
* Customer care calls to brokers to ensure that the processing is smooth and offer assistance to queries if required
* Use the companies CRM system to set review dates for completed loans, therefore creating opportunities for re-sale
* Attend internal sales and lender sales meetings to ensure accurate understanding of the market is obtained (on occasions, or by TEAMS)
* Maintain constant dialogue with brokers and third parties during the processing of every application
* Maintain company standards for CPD through internal training programs, online courses and market research through trade press
* Carefully interpret client documentation to analyse suitability for the lenders.
* Key information to lender portals or hunt groups to commence a full application
* Create and manage checklists within CRM for specific lenders for release to clients and brokers
* Clear understanding of internal suspicious activity reporting with suspicions being raised with T&C Manager or Compliance Director promptly
* Assist other departments with AML checks in addition to specialist sales when required
Skills and Competencies of the Mortgage Case Manager:
* Motivated and dynamic.
* Proven at working dynamically in a pressured environment, with excellent organisational skills
* Excellent computer skills
* Minimum 2 years’ experience in financial services industry
* Proven experience of excellent verbal and written communication
* Forward thinking individual with ability to think outside the box
Salary expectations for the Mortgage Case Manager role:
* Up to £30,000 dependant on experience
* Commission per case completion
* Team quarterly bonus
Other Benefits:
* Healthshield membership and benefit scheme, joining on Tier 1 and increasing to Tier 2 after probation is passed and Tier 3 after 5 years’ service
* Perk box membership
* 20 days holiday pay plus statutory bank holidays, increasing each year by 1 day up to 25 days holiday allowance
* Option to buy and sell holiday option, increasing up to 30 days holiday per annum
This is a Full time office based role with free parking in modern, spacious offices
Salary description
£28000.00 - £30000.00 per year