Mortgage Case Manager / Salary upto £28k dependant on experience / full-time office based role - must be able to drive

The Case Manager role described in the scope and responsibilities entails working closely with advisers to manage and process mortgage applications, ensuring smooth communication with customers, lenders, and third parties. The main duties include gathering information, inputting and processing applications, maintaining accurate records, and building relationships with key stakeholders. The role also requires proactive customer service, daily task management, and meeting KPIs.

Key Responsibilities:

Customer Service:

* Provide inbound and outbound communication through telephone and email.

* Offer updates to customers, lenders, and advisers.

Data Entry & Record-Keeping:

* Input and process mortgage applications (DIPs) for advisers.

* Ensure accuracy in data entry and maintain proper records.

Communication & Liaison:

* Regularly liaise with lenders, third parties, and advisers.

* Foster relationships with lenders to understand processes, timescales, and challenge decisions if necessary.

* Build relationships with customers and assist with their queries.

Support for Underwriting Process:

* Follow up on tasks related to underwriting, valuations, and document verification.

Task Management:

* Handle daily tasks and emails related to mortgage applications.

* Meet performance targets and KPIs set by the company.

Proactive Efforts:

* Go the extra mile to ensure customer satisfaction and business success.

Required Competencies:

Mortgage Knowledge:

* Familiarity with the lender panel and mortgage market.

* Understanding of general mortgage criteria.

Communication Skills:

* Competence in building relationships over the phone and via email.

* Excellent telephone manner and clear written communication.

Attention to Detail:

* Ability to maintain accuracy in data entry and follow a rightfirst-time approach.

Technical Skills:

* Proficiency in using various lender systems.

Regulatory Knowledge:

* Awareness of relevant regulations, policies, and procedures.

* Adherence to the company's standards.

Key Personal Attributes:

Independent Working:

* Ability to work with minimal supervision.

Flexibility:

* Adaptable to business needs and changes in the mortgage process.

Customer-Centric:

* Focused on delivering a high standard of service and building strong customer relationships.

This position demands a strong understanding of the mortgage market, excellent communication and relationship-building skills, attention to detail, and a proactive approach to managing tasks and challenges