Case Manager

Windsor Hill Mortgages Limited; Bath; On-site; GBP 25,000 - 35,000; Full time

Job summary

Windsor Hill Mortgages Limited in Bath is seeking a Case Administrator to facilitate mortgage applications. In this role, you will ensure efficient communication between customers and lenders, while maintaining high standards of customer service.

Responsibilities include managing mortgage cases, completing administration accurately and timely, and handling client documents following GDPR regulations. Strong communication and organizational skills are essential for success in this position.

Qualifications

• Experience in customer service or administration is preferred.
• Ability to manage workload and meet deadlines.
• Proficient in written and verbal communication.

Responsibilities

• Liaise between customers and lenders to ensure efficient mortgage offers.
• Submit mortgage cases to lenders accurately.
• Manage mortgage cases and complete administration timely.
• Maintain excellent customer service throughout the process.
• Track all actions and communications accurately.

Skills

Customer service skills

Administration

Communication

Time management

Risk management

Job description

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.

As a Case Administrator, you’ll be responsible for:

• 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 timeframes and deadlines are met.
• Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders, and solicitors.