Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support mortgage advisers by managing client information and documentation.
- Company: Join a well-established financial services firm in Macclesfield.
- Benefits: Enjoy a modern office environment and opportunities for professional growth.
- Why this job: Be part of a collaborative team focused on client satisfaction and continuous improvement.
- Qualifications: Strong attention to detail, IT literacy, and a pleasant manner are essential.
- Other info: Ideal for those interested in finance and technology.
The predicted salary is between 28800 - 43200 £ per year.
Our client is a busy and well-established financial services firm offering mortgage and protection advice. They are currently looking to recruit a Mortgage & Protection Case Manager to work from their modern offices in Macclesfield, Cheshire.
Position Overview
Support the mortgage and protection adviser by inputting client information on the IT systems, preparing documentation for the client and liaising with client, lender, protection provider, solicitor and adviser until the mortgage completes and the policy is put on risk.
Essential Job Functions
- Maintain a file of client personal information (e.g. identification, financial information) so that it is saved on systems and shared with lenders as required.
- Review client data on Midas to ensure it is complete and accurate.
- Prepare a pack of information for the client and send it to them, if required.
- Liaise with lender, client and adviser to ensure that the lender has all they need to make an offer.
- Liaise with solicitor as the case moves to completion, giving regular updates to the client on progress.
- Liaise with providers to ensure that they have all the information required to accept a policy.
- Liaise with clients to provide any information that is required by providers.
- Liaise with medical practices to ensure that doctors' reports are provided, where necessary.
- Put policies on risk.
- Take payment of broker fee, using the Strike system.
These functions need to be fulfilled with a desire to satisfy clients and meticulous attention to detail so that data is accurate and processes are followed in a compliant way.
Requirements
- Pleasant manner when dealing with clients, colleagues, lenders and solicitors.
- Team worker - recognises that business success comes from everyone working together with a willing attitude.
- Well organized - conscious of process - methodical.
- Attention to detail - checks facts and figures and spots mistakes. Takes ownership to get anomalies resolved.
- Numerate to handle financial calculations.
- IT literate - able to use a variety of systems.
- Accurate with spelling and numbers.
- Tenacious - tries to solve problems to achieve the objective.
- Attitude of continuous improvement - questioning how and why tasks are done to find better ways for clients and colleagues.
Other Skills/Abilities
- Proficient in the use of Microsoft Word, Excel and Outlook.
- Willingness to learn new IT systems and make the best use of them by self-help or asking system providers.
- An interest in technology, to keep up with latest systems used by clients and suppliers.
Contact Detail:
Bond Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage and Protection Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage and protection industry. Understanding the key terms, processes, and regulations will not only boost your confidence but also impress potential employers during discussions.
✨Tip Number 2
Network with professionals in the financial services sector. Attend industry events or join online forums to connect with others who can provide insights or even refer you to job openings at firms like ours.
✨Tip Number 3
Showcase your IT skills by getting comfortable with common software used in the industry, such as Midas and Microsoft Office. Being proficient in these tools will make you a more attractive candidate.
✨Tip Number 4
Demonstrate your attention to detail in conversations. When discussing your experience, highlight specific examples where your meticulous nature helped resolve issues or improve processes.
We think you need these skills to ace Mortgage and Protection Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in financial services, particularly in mortgage and protection advice. Emphasise your attention to detail and organisational skills, as these are crucial for the role.
Craft a Compelling Cover Letter: Write a cover letter that showcases your understanding of the role and the company. Mention specific skills that align with the job description, such as your ability to liaise with clients and lenders effectively.
Highlight IT Proficiency: Since the role requires IT literacy, be sure to mention your proficiency in Microsoft Word, Excel, and Outlook. If you have experience with other systems, include that too, as it shows your willingness to learn new technologies.
Showcase Teamwork and Client Focus: In your application, provide examples of how you've successfully worked in a team and maintained a pleasant manner when dealing with clients. This will demonstrate your fit for the company's culture and values.
How to prepare for a job interview at Bond Recruitment Ltd
✨Show Your Organisational Skills
As a Mortgage and Protection Case Manager, being well-organised is crucial. Be prepared to discuss how you manage your workload and ensure that all client information is accurate and up-to-date. Share examples of how you've successfully handled multiple tasks or projects simultaneously.
✨Demonstrate Attention to Detail
This role requires meticulous attention to detail. During the interview, highlight your ability to spot errors and ensure accuracy in your work. You might want to mention specific instances where your attention to detail made a significant difference in a project or task.
✨Emphasise Teamwork
The job involves liaising with various stakeholders, so showcasing your teamwork skills is essential. Talk about experiences where you collaborated effectively with colleagues, clients, or external partners to achieve a common goal. This will demonstrate your understanding of the importance of working together.
✨Be Ready to Discuss IT Proficiency
Since the role requires using various IT systems, be prepared to discuss your experience with technology. Mention any relevant software you've used, particularly Microsoft Word, Excel, and Outlook. If you've learned new systems quickly in the past, share those experiences to show your adaptability.
