Mortgage Case Manager

Mortgage Case Manager | Leeds | Monday - Friday | Full-time/Part-time | £24,000-£25,000 per year

Our client was founded in 2005 with a view to offering honest and ethical advice to their clients. They are a directly authorised, whole-of-market mortgage brokerage with exceptional processes and back-office systems to ensure that the client journey is as smooth and stress-free as possible. The client is always at the forefront of their service and advice.

You will be responsible for providing an effective and efficient support service to the dedicated team of Mortgage Advisers. You will act as the first point of contact for clients, lenders, and insurance providers. You will be responsible for processing applications and managing clients’ cases through to completion, ensuring the accuracy of client records.

This is both an exciting and varied opportunity; no two days are the same, and therefore, you will be extremely organised and self-motivated.

Please note- This is primarily a full-time role, but applications from candidates seeking slightly reduced hours (25 or more per week) will also be considered

Candidates with the desired Case Manager experience can expect to earn £25,000 per year. Candidates with less experience can expect £24,000 per year.

Are you the right person for us?

• We are looking for an enthusiastic individual to provide comprehensive and high-level Mortgage Administration support
• You will come from an administrative background. The ideal candidate will have worked for a conveyancer, solicitor, bank, estate/letting agency, mortgage broker, or be a mortgage advisor looking to move into an administrative role. If this is you, we would love to hear from you!
• Strong written and verbal communication skills with an ability to gain credibility at all levels are essential
• You will have a fantastic telephone manner
• You are experienced and confident using Microsoft Office

What will your role as a Mortgage Case Manager look like?

• Liaising with Lenders, Insurance Providers, Solicitors, Estate Agents and clients
• Ensuring requirements are met, such as obtaining evidence of earnings, completing questionnaires and recording and tracking these on our back-office system
• Chasing up credit searches, valuations and land registry checks
• Communicating promptly and effectively with colleagues and clients, keeping them updated throughout the client journey
• Processing and supporting mortgage & protection applications through to completion
• Liaising and supporting clients regularly by providing updates and information through the application process
• Providing the mortgage advisers with clear and concise updates
• Submitting information and data accurately and efficiently
• Issuing documents to clients where appropriate and ensuring that they are issued within the agreed turnaround times, e.g., Terms of business, key facts, mortgage illustrations and suitability reports
• Dealing with incoming emails and telephone calls
• Ensuring all client information is stored on our back-office system, accurately and timely, checking that all compliance requirements are adhered to
• Providing an effective link between the client and the mortgage adviser
• Preparing invoices for work completed for clients, where applicable

What can you expect in return?

• Full support and training
• Pension Scheme
• Flexible schedule (the ability to work from home once trained)
• Free on-site parking
• Competitive Salary
• Uncapped Bonus Opportunities
• Career Progression opportunities
• A friendly, proactive office environment with supportive and fun peers!

Our client is an equal opportunity employer. They always put their people first, so they’re totally committed to offering equal opportunity to every individual who joins them.

They reserve the right to close this vacancy at any time if they receive sufficient applications for the role. Therefore, if you are interested, please submit your application as early as possible.

What’s next? It’s easy! Click “APPLY” now! We can’t wait to hear from you!

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