Mortgage Case Manager

Envoy Financial Ltd; Glasgow; On-site; GBP 25,000 - 35,000; Full time

Job summary

An established industry player in the financial services sector is seeking an enthusiastic individual to join their dynamic team in Glasgow. This entry-level role offers a fantastic opportunity to develop your career as you provide exceptional support to clients and assist brokers in managing the mortgage application process. With a focus on employee development, this forward-thinking company values the right attitude and a willingness to learn, making it an ideal place for motivated individuals to thrive. Join a successful case management team and contribute to delivering outstanding customer service in a fast-paced environment.

Qualifications

• Strong organisational skills and the ability to prioritise tasks effectively.
• Excellent written and verbal communication skills.

Responsibilities

• Managing the mortgage application process and decision in principle.
• Proactively progressing mortgage and protection applications to completion.

Skills

Organisational Skills

Client Communication

Problem-Solving

Attention to Detail

Time Management

Tools

CRM Software

Job description

Looking for an exciting career opportunity?

We are a leading Independent Mortgage Broker based in Glasgow’s South Side, currently expanding and eager to welcome a new team member who is enthusiastic about growth. This is a fantastic chance to establish yourself in the financial services sector with a dynamic, forward-thinking company. As Envoy Financial Ltd continues to grow, more opportunities will likely become available for motivated and dedicated individuals.

Our focus is on providing exceptional customer service. We seek someone who shares this passion and can deliver outstanding support to our clients. The role involves providing administrative assistance to brokers and joining an established, successful case management team.

This growth phase presents an opportunity for an aspirational individual to develop their career within a company committed to employee development.

Key responsibilities include:

• Managing the mortgage application process and decision in principle
• Proactively progressing mortgage and protection applications to completion
• Finding solutions to challenges
• Working directly with clients
• Liaising with solicitors
• Updating CRM with case status

Ideal candidate qualities:

• Strong organisational skills and the ability to prioritise tasks effectively
• Confidence in communicating with clients and using initiative to resolve issues
• Excellent written and verbal communication skills
• High attention to detail
• Ability to work efficiently in a fast-paced environment

Experience in the mortgage industry is desirable but not essential. We value the right attitude and a strong willingness to learn.

Interested? Send your CV to:

Seniority level

• Entry level

Employment type

• Full-time

Job function

• Other

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Location: Glasgow, Scotland, United Kingdom