Mortgage Case Manager

KFS Recruitment; Basildon; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player is seeking a motivated Case Manager to join their dynamic Sales Support team in Basildon. This role offers an exciting opportunity to support the processing of residential and commercial mortgage applications while enhancing your administrative skills. The ideal candidate will possess strong organizational and communication skills, along with a positive attitude and a desire to learn. Join a growing team where your contributions will directly impact the success of the business and provide exceptional service to clients.

Qualifications

• Experience in an office environment, preferably in financial services.
• Strong grasp of written English and excellent proof-reading skills.

Responsibilities

• Support Specialist Consultants in processing lending applications.
• Handle calls and assist with routine administrative tasks.

Skills

Organisational Skills

Communication Skills

Customer Service

Attention to Detail

Numeracy Skills

Computer Literacy (Word, Excel, PowerPoint)

Job description

Job Description

Case Manager

Mortgages

Basildon, Essex

We are looking for a Case Manager to work alongside the Sales Support team within the business.

Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous. The role will cover work in residential and buy to let mortgages, second charge mortgages, bridging finance and commercial lending divisions.

The role has been created following new and recent growth in business and successfully winning new contracts, to provide administrative support to our existing business.

Key Responsibilities:

• Support to Specialist Consultants, in the processing of specialist lending applications
• Call handling and monitoring as part of the team
• Providing support to routine administrative tasks, including data inputting and processing
• Assisting correspondence between the sales team and introducers
• Liaising with lenders and third parties on behalf of the consultants
• Complete MI tracking and business case level monitoring
• Booking appointments and managing the diary of the colleagues when requested
• Undertaking basic administrative duties across the business
• Booking appointments with lenders and clients where appropriate

Skills / experience required:

• Motivated and focused self-starter who has the ability to learn new skills quickly
• Strong organisational and communication skills
• Detail oriented with commercial awareness of business requirements
• A strong grasp of written English
• Excellent proof-reading skills
• Computer literate in Word, Excel and PowerPoint
• The motivation to go above-and-beyond for our customers
• Able to provide excellent customer service
• The computer and numeracy skills needed to excel in a highly regulated environment
• A flexible approach to work, and the ability to work well as part of a dynamic team
• Positive attitude with a strong desire to learn and progress