Case Manager Shawbrook Retail Mortgage Brands Glasgow, GB Published on April 30, 2025

Shawbrook Bank; Glasgow; On-site; GBP 30,000 - 50,000; Full time

Job summary

An established industry player is seeking a dedicated individual to excel in customer service and manage mortgage applications effectively. This role involves overseeing the mortgage process from start to finish, ensuring compliance with regulatory standards, and delivering outstanding service to clients. The ideal candidate will thrive in a team environment, possess strong attention to detail, and be able to adapt to the fast-paced nature of the mortgage industry. Join this innovative firm and contribute to their lending objectives while developing your professional skills in a supportive atmosphere.

Qualifications

• Experience in mortgage administration is essential for this role.
• Strong attention to detail and clear communication skills are required.

Responsibilities

• Administer mortgage applications from receipt to offer stage.
• Ensure compliance with regulatory requirements and company policies.
• Deliver excellent customer service through effective communication.

Skills

Teamwork

Attention to Detail

Adaptability

Communication Skills

Pressure Management

Mortgage Administration Experience

Job description

To provide excellence in customer service, contributing to the delivery of the Company's lending objectives by managing applications through the mortgage process.

Key responsibilities

1. Administer the processing of mortgage applications from receipt to offer stage in accordance with the Company's policies.
2. Observe regulatory and ethical standards.
3. Adhere to policies and procedures.
4. Deliver excellent customer service through attention to detail, problem solving, and communication.
5. Provide timely and accurate responses to telephone calls, emails, and other communications regarding mortgage applications.
6. Prepare fully packaged applications for underwriters.
7. Liaise with brokers and third parties to obtain documentation and information.
8. Make initial lending decisions and collaborate with underwriters to identify suitable applications.
9. Follow up with brokers, customers, surveyors, and solicitors to ensure smooth application processing.
10. Communicate decisions to brokers.
11. Issue mortgage paperwork to brokers, customers, and solicitors.
12. Input and update account and customer records.
13. Ensure compliance with company policies and procedures.
14. Operate in accordance with regulatory requirements and responsible lending policies.
15. Comply with Money Laundering Regulations and the company's financial crime policies.
16. Maintain records for affordability calculations, underwriting, questionnaires, etc., as per regulatory standards.
17. Keep current knowledge of applicable regulations.
18. Participate in training and professional development activities.

The Person

Skills & Requirements

Essential

1. Strong team player
2. Good attention to detail
3. Adaptability
4. Clear communication skills
5. Ability to work under pressure and meet deadlines
6. Experience in mortgage administration