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Job Title: Case Manager
Location: Fleet, Hampshire (Hybrid 3 days a week in the office, 2 days WFH
Salary: Up to 35,000
Hours: Monday to Friday, 9:00 am to 5:30 pm
About our Client and the role of Case Manager:
We are working closely with our client, a specialist mortgage brokerage, as they expand their team with the addition of experienced Case Managers. This role provides an opportunity to join a growing business where you will play a critical part in managing finance applications from submission through to completion. You will support Finance Consultants and work closely with key stakeholders including Underwriters, Brokers, Risk Teams, Solicitors, and Valuers.
The successful candidate will demonstrate a high standard of customer service, administrative efficiency, and the ability to manage multiple applications with accuracy and attention to detail. This is a hands-on role suited to someone with previous experience in mortgage case management or processing, ideally within residential or property finance.
Responsibilities for the role of Case Manager:
- Manage a pipeline of property investment and development finance cases
- Liaise between customers and lenders to ensure smooth and timely processing of mortgage applications
- Proactively manage each case from application to completion, maintaining service levels and meeting deadlines
- Deliver exceptional customer service by promptly responding to written and verbal enquiries
- Ensure that clients are updated throughout the application process, and all stakeholders remain informed
- Maintain detailed and accurate records of all communication and actions in system event logs
- Track applications and follow internal processes in line with risk and compliance frameworks, including GDPR
- Carry out credit checks and review reports as part of the packaging process
- Accurately package cases with all necessary documentation for submission to lenders
- Coordinate the release of completion funds with relevant parties
- Work closely with internal departments and external contacts to ensure the timely and efficient progression of each case
- Assist with general administrative duties relating to case management
- Use internal CRM systems (OMS preferred) for all workflow management and reporting
Experience required for the role of Case Manager:
- Experience in a similar case management or mortgage administration role
- Experience within banking, financial services, or property finance is preferred
- Previous experience processing residential mortgage cases is advantageous
- Proficient in handling a high-volume caseload while maintaining accuracy and efficiency
- Exceptional written and verbal communication skills
- Highly organised with the ability to prioritise a busy workload and work to tight deadlines
- Experience using OMS CRM is desirable
Trusting Stellar Select:
At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.
Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.
Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:
- Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
- Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
- 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
- Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
- Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations.
- Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
- Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
- Matching to Other Roles: Your journey doesn't end with one opportunity. We explore matches to other roles based on your experience and interests.
- Referral Programs: Spread the word and be rewarded.
For more information regarding the role of Case Manager please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
