Mortgage Case Navigator

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

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.