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Case Manager

Join us and make a difference in the lives of those pursuing their property & financial goals
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Get £100 cashback!

Special holiday season We know December can be a busy and expensive time of year. With the holiday season and financial pressures, it’s easy to postpone big decisions like securing a mortgage. That’s why we’re introducing this exciting offer to give you an extra reason to act now. This December, we’re offering £100 cashback to […]
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eco-friendly technologies in your home

Renewable energy solutions encompass environmentally friendly technologies designed to be installed in homes, enabling the generation and storage of power from sustainable sources. These solutions harness abundant natural resources like sunlight, wind, air, water, and biomass to produce energy. Examples include solar photovoltaic (PV) panels and air-source heat pumps. Incorporating renewable energy solutions into your […]
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outgrowing your space

Choosing between improving your current home or purchasing a new one is a decision that requires careful consideration and effort. If your family is growing, your workspace is encroaching on shared areas, or your living spaces feel cramped, it may be time to upgrade your living situation. However, deciding whether to renovate or relocate is […]
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You will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management.

Our company prides itself on providing the top level of customer service, this is achieved by ensuring that customers' expectations are managed throughout.
As a Case Administrator, you’ll be responsible for:
  • Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
  • Submitting Mortgage cases to the Lenders while making sure accuracy is achieved.
  • Proactively managing mortgage cases and completing all administration in a timely and accurate manner.
  • Ensuring excellent customer service is maintained throughout the whole process.
  • Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
  • Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
  • Handling client documents in a compliant manner that’s aligned with GDPR.
  • Accurately tracking and taking notes on all actions and communications on an event log.
  • Managing and prioritising own workload and diary to ensure timeframes and deadlines are met.
  • Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
Benefits:
  • Company events
  • Company pension
  • Employee discount
  • Referral programme
Schedule:
  • Monday to Friday
Supplemental pay types:
  • Commission pay
  • Performance bonus

Our Accreditations & Partners

Get £100 cashback!

Special holiday season We know December can be a busy and expensive time of year. With the holiday season and financial pressures, it’s easy to postpone big decisions like securing a mortgage. That’s why we’re introducing this exciting offer to give you an extra reason to act now. This December, we’re offering £100 cashback to […]
FIND OUT MORE

eco-friendly technologies in your home

Renewable energy solutions encompass environmentally friendly technologies designed to be installed in homes, enabling the generation and storage of power from sustainable sources. These solutions harness abundant natural resources like sunlight, wind, air, water, and biomass to produce energy. Examples include solar photovoltaic (PV) panels and air-source heat pumps. Incorporating renewable energy solutions into your […]
FIND OUT MORE

outgrowing your space

Choosing between improving your current home or purchasing a new one is a decision that requires careful consideration and effort. If your family is growing, your workspace is encroaching on shared areas, or your living spaces feel cramped, it may be time to upgrade your living situation. However, deciding whether to renovate or relocate is […]
FIND OUT MORE
1 2 3 … 8

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