Mortgage and Protection Manager

Advert:

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