Mortgage Case Owner: Fast Closings & Exceptional Service

Key Group; Lancashire; On-site; GBP 60,000 - 80,000; Full time

Job summary

A leading financial services company in Preston is seeking a Case Owner to manage the mortgage journey for customers post-offer to completion. This role involves close collaboration with solicitors and brokers, ensuring timely and accurate communication while providing exceptional customer support. The ideal candidate should possess strong telephony experience, excellent decision-making skills, and the ability to work in a fast-paced environment. Benefits include generous holidays, a pension scheme, and development opportunities.

Benefits

23 days holiday + bank holidays

Holiday purchase scheme

Development and progression opportunities

Generous pension scheme

Simply Health cover

Life Assurance

Qualifications

• Experience managing caseload from mortgage offer to completion.
• Ability to check documents and confirm completion dates accurately.
• Experience working collaboratively with various stakeholders.

Responsibilities

• Manage a full caseload ensuring service levels are met.
• Collaborate with solicitors and valuers to keep applications moving.
• Log all communication and documentation accurately.

Skills

Confident telephony experience

Target/KPI driven

Strong objection-handling skills

Excellent communication skills

Able to multi-task

Tools

CRM systems

Outlook

Word

Job description

A leading financial services company in Preston is seeking a Case Owner to manage the mortgage journey for customers post-offer to completion. This role involves close collaboration with solicitors and brokers, ensuring timely and accurate communication while providing exceptional customer support. The ideal candidate should possess strong telephony experience, excellent decision-making skills, and the ability to work in a fast-paced environment. Benefits include generous holidays, a pension scheme, and development opportunities.