Case Manager

Join us and make a difference in the lives of those pursuing their property & financial goals

You will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management.

Our company prides itself on providing the top level of customer service, which is achieved by ensuring that customers’ expectations are managed throughout.

• Liaising between the customer and the lender to ensure the customer receives the mortgage offer efficiently.
• Submitting Mortgage cases to the Lenders while making sure accuracy is achieved.
• Proactively manage mortgage cases and complete all administration in a timely and accurate manner.
• Ensuring excellent customer service is maintained throughout the whole process.
• Answering written or verbal enquiries promptly, professionally, and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
• Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser, and lender).
• Handling client documents in a compliant manner that’s aligned with GDPR.
• Accurately tracking and taking notes on all actions and communications on an event log.
• Managing and prioritising own workload and diary to ensure time frames and deadlines are met.
• Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders, and solicitors.