My client are looking for an experienced Senior Mortgage and Protection Case Manager to take full ownership of mortgage and protection applications from submission through to completion, managing clients, lenders, solicitors and advisers while ensuring every case is proactively progressed, accurately documented and delivered to the highest possible standard.
Company Overview:
My client is a mortgage and protection broker. We pride ourselves on our commitment to customers and our ability to help clients with our unprecedented level of industry knowledge.
My client is seeking a motivated and enthusiastic Senior Case Manager to join the growing team. You will support three advisers alongside another case handler. The ideal candidate will be organised, motivated and have great attention to detail.
Key Responsibilities:
1. End-to-End Case Management
2. Mortgage Application Management
3. Protection Case Management
4. Lender & Provider Liaison
5. Case Progression & Pipeline Management
6. Client, Introducer, Solicitor Communication
7. Great understanding of Underwriting & Lender Requirements
8. Strong Compliance & Regulatory Knowledge
9. Quality Control & Attention to Detail
10. Complex Case Management
11. Problem Solving & Case Resolution
12. Process Improvement
13. Training & Mentoring Junior Team Members
14. Client Service & Relationship Management
Skills, Knowledge, Qualifications & Experience:
Significant Mortgage Industry Experience
Full and Strong Understanding of the Mortgage Process
Basic Criteria Knowledge of Mortgage Lenders
Protection Knowledge & Experience
Excellent Communication Skills
Outstanding Customer Service
Exceptional Attention to Detail
Strong Organisational & Time Management Skills
Proactive & Self-Motivated Approach
Ability to Manage Multiple Cases & Priorities
Strong Problem-Solving Skills
Ability to Work Under Pressure
Confidentiality & Data Protection Awareness
Strong IT & CRM System Skills
Ability to Take Ownership & Responsibility
Ability to Work Independently
Ability to Support & Mentor Junior Staff
CeMAP Qualified or Willing to Complete Further Qualifications
Strong Knowledge of Compliance & Regulatory Requirements
PERKS
Bonus: Discretionary performance-related
Benefits: Free Gym Membership, PMI Cover, once probation passed
Holiday: 20 days + bank holidays (28 total)
Pension: Workplace pension
Probation: 6 months
Salary description
£40000.00 - £50000.00 per year