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Case Manager

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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

Buying Freehold vs Leasehold

Key Differences Every Buyer Should Know When buying a home, most people focus on location, price, and layout. But there's another important detail that can affect your finances and future plans: whether the property is freehold or leasehold. Understanding the difference can save you from surprises down the line. Here’s a simple guide to help […]
FIND OUT MORE

How to Boost Your Credit Score

What to do (or not do) Before Applying for a Mortgage If you're planning to apply for a mortgage, your credit score will play a major role in what deals you’re offered or even whether you’re approved. Lenders use your credit history to judge how reliable you are with borrowing. A higher score usually means […]
FIND OUT MORE

Investing in UK Property from Abroad

What Overseas Buyers Need to Know The UK property market continues to attract international buyers looking for a stable investment, a second home, or a future base for work or family. If you're considering buying a property in the UK from overseas, there are some important steps and details to understand before diving in. Here’s […]
FIND OUT MORE
1 2 3 … 14

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