Mortgage Case Manager

JR United Kingdom; Horwich; On-site; GBP 23,000 - 25,000; Full time

Job summary

Join a thriving financial services company in Horwich as a First Charge Mortgage Case Manager. You will provide exceptional service while managing mortgage applications and collaborating with industry experts. Enjoy a competitive salary, a dynamic working environment, and generous perks including private healthcare, flexible working, and team events.

Benefits

Rising holiday entitlement up to 30 days

Birthday off work

Private Healthcare with Vitality Health

Death in service cover

12 flexible WFH days per year

Fee-free Fluent products for friends and family

Regular social and charity events

Onsite food provision and restaurant facilities

Freebie Fridays

Cycle to work scheme

Access to training & development

Qualifications

• Proven experience working towards sales targets.
• Experience in outbound call environment and finance sector.
• Ability to maintain compliance in processing.

Responsibilities

• Manage mortgage applications effectively from start to finish.
• Correspond with customers and request necessary information.
• Review and underwrite mortgage cases accurately.

Skills

Attention to detail

Customer service

Sales targets achievement

Strong IT skills

Tools

Microsoft Office

Bespoke software

Job description

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**MUST BE ABLE TO COMMUTE TO HORWICH, BOLTON AS THIS IS AN OFFICE BASED ROLE**

Are you ready to take your career to the next level with a thriving company experiencing continuous growth? We're seeking a First Charge Mortgage Case Manager to join our team.

If you thrive in a dynamic office environment and have a passion for delivering exceptional customer service, we want to hear from you!

This is an office-based role, and you must be able to commute to be considered. Please only apply if you have a full UK working visa.

Salary & Benefits that Match Your Ambition:

• Salary: Enjoy a starting salary of £23,500 per annum, rising to £25,000 per annum on completion of probation
• Generous perks: From rising holiday entitlement to private healthcare with Vitality Health, we've got you covered. Plus, enjoy perks like your birthday off, 'Freebie Fridays' and much much more!

A day in the life:

As a First Charge Mortgage Case Manager, you'll play a pivotal role in providing top-notch service to our valued customers. Collaborating with industry experts, you'll build meaningful relationships and contribute to our shared mission of financial empowerment.

You’ll be an enthusiastic and driven individual, with high attention to detail and great people skills.

Your responsibilities will include:

• Effectively managing a pipeline of first charge mortgage applications through to completion
• Fully reviewing new cases where customers have responded, accurately underwriting cases in accordance with lender criteria
• Processing and undertaking all necessary administrative work
• Corresponding both in writing and verbally with your customers throughout the process
• Requesting all required information from third parties e.g., mortgage companies, management companies, solicitors, accountants & surveyors

This list represents the core responsibilities, yet our team members are encouraged to embrace additional duties and tasks as directed by management.

About Fluent Money:

At Fluent Money, we're more than just a financial services company—we're industry leaders committed to integrity, professionalism, and unparalleled customer satisfaction. Not only are we the biggest Second Charge Mortgage Broker in the UK, we also specialise in First Charge Mortgages, Equity Release, Insurance and Bridging Loans. As part of the Mortgage Advice Bureau (MAB) family since 2022, we're dedicated to excellence in everything we do.

Join us and become part of a culture that values teamwork, innovation, and job satisfaction, where we empower our employees to take ownership of their work and provide them with the necessary tools and resources to excel in their roles.

Our forward-thinking approach and cutting-edge technology enable us to offer seamless and personalised financial solutions, setting new standards for excellence in our industry

https://www.fluentmoney.co.uk/

Role requirements

• Proven experience of working successfully to sales targets
• Current or recent experience of an outbound call environment
• Ability to respond quickly to training and adapt to changes within the industry
• Able to carry out processes in a compliant manner
• Able to demonstrate achievements against a wide range of competencies
• Experience in a busy environment
• Current or recent experience in a regulated finance company
• Experience of processing in the first charge mortgage market
• Experience of processing in the first charge mortgage market
• Strong IT skills including the use of the full Microsoft package
• Experience of working successfully in a team and also individually
• Experience of using bespoke software

All the perks!

• Rising holiday entitlement up to a maximum of 30 days (excluding bank holidays)
• Your birthday off work
• Private Healthcare with Vitality Health
• Death in service cover
• 12 flexible WFH days per year
• Fee-free Fluent products for your friends and family
• Regular social and charity events
• Onsite food provision and restaurant facilities
• ‘Freebie Fridays’ on the first Friday of every month
• Cycle to work scheme
• Access to stimulating training & development
• In-house leadership academy for future leaders