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- Tasks: Manage mortgage applications and liaise with brokers for underwriting documents.
- Company: Join a tech-driven mortgage lender in Glasgow, transforming customer service in the industry.
- Benefits: Enjoy 30 days holiday, health cash plan, growth shares, and a supportive wellbeing programme.
- Why this job: Be the first point of contact for customers and deliver exceptional service in a collaborative environment.
- Qualifications: Experience in mortgage case management and knowledge of regulatory standards required.
- Other info: Hybrid work model with at least 3 days in the office.
The predicted salary is between 21600 - 37800 £ per year.
Case Manager
Milton Keynes / Hybrid
Up to £29k
Do you want to work for a vibrant company who have drive and ambition but put their
employees at the heart of what they do? Our client is exactly that company. They believe
in working hard to achieve their goals, but they want their staff to have fun and a work
life balance
As their Case Manager, you will be, you will be responsible for managing mortgage applications from initial receipt through to completion. You will ensure all cases are fully packaged and compliant with internal policies and regulatory requirements before being assessed by the underwriting team. This role requires proactive communication with stakeholders, attention to detail, and a strong understanding of mortgage processes, particularly in the Buy-to-Let (BTL) sector.
Our client offers a hybrid approach to the working week, with 2 days based at their head office (Mondays and Thursdays) and the remainder working remotely.
Duties will include:
- To process mortgage applications to pre-defined standards and service level agreements from initial receipt through to completion.
- Manage a case pipeline, ensuring applications are proactively managed to offer stage.
- Assessment of all supporting documentation, identifying issues that require an escalation to the underwriting team.
- Deliver a first-class proactive customer service through inbound and outbound communication by telephone, email and letter to all case stakeholders including introducers, service suppliers, reference providers and occasionally applicants
The successful candidate will possess:
- Comprehensive understanding of the mortgage lifecycle, from application to completion.
- Strong knowledge of Buy-to-Let (BTL) lending, including Limited Company, HMO, and Multi-Let structures.
This is a fantastic opportunity for a mortgage professional looking for a new opportunity where they can really grow and learn within an organisation.
Along with a competitive salary, our client offers a hybrid working pattern, contributory pension scheme, private medical insurance and dental cover, 2 additional days holiday over Christmas and more!
Contact Detail:
Ultimate Banking Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Familiarise yourself with the latest mortgage regulations and compliance requirements. This knowledge will not only help you in interviews but also demonstrate your commitment to the role and understanding of the industry.
✨Tip Number 2
Highlight your customer service skills during any discussions or networking opportunities. Since this role focuses on delivering exceptional service, showcasing your ability to resolve queries efficiently will set you apart.
✨Tip Number 3
Connect with current employees on LinkedIn to gain insights into the company culture and expectations. This can provide you with valuable information that you can use to tailor your approach when applying.
✨Tip Number 4
Prepare for potential scenario-based questions in interviews. Think about how you would handle specific situations related to managing a busy pipeline or dealing with customer queries, as these are key aspects of the role.
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Case Manager. Highlight your relevant experience in managing applications and liaising with brokers in your application.
Tailor Your CV: Customise your CV to reflect your mortgage case management experience. Emphasise your organisational skills, attention to detail, and any experience with regulatory compliance, as these are crucial for the role.
Craft a Strong Cover Letter: Write a compelling cover letter that showcases your passion for delivering exceptional customer service. Mention specific examples of how you've resolved customer queries effectively in the past.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for this role.
How to prepare for a job interview at Ultimate Banking
✨Showcase Your Organisational Skills
As a Mortgage Case Manager, you'll need to manage a busy pipeline of applications. Be prepared to discuss specific examples from your past experience where you successfully organised and prioritised tasks to meet deadlines.
✨Demonstrate Customer Service Excellence
Since this role involves being the first point of contact for customers, highlight your commitment to exceptional customer service. Share anecdotes that illustrate how you've resolved customer queries effectively and efficiently.
✨Understand Regulatory Requirements
Familiarise yourself with the current regulatory landscape regarding data protection and money laundering. Be ready to discuss how you ensure compliance in your work, as this knowledge is crucial for the role.
✨Prepare for Technical Questions
Given that the company is technology-driven, expect questions about how you leverage technology in your work. Think of examples where you've used tech tools to improve efficiency or customer outcomes in your previous roles.
