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- Tasks: Manage mortgage applications and provide top-notch customer service.
- Company: Join a passionate specialist mortgage lender focused on customer care.
- Benefits: Enjoy hybrid work, competitive salary, 30 days holiday, and growth shares.
- Why this job: Be part of a growing team with a strong focus on customer satisfaction and detail.
- Qualifications: Customer service experience and strong organisational skills required.
- Other info: Work mainly from home with a supportive team environment.
The predicted salary is between 23000 - 25000 £ per year.
Location: Glasgow/Hybrid
Salary: £23k - £25k (dependant on experience/skills)
Our client is a solution led, specialist mortgage lender, offering a wide variety of niche mortgage products. They care passionately about their customers and are seeking a detail orientated and customer focussed Case Manager. This is a new role, part of a wider expansion owing to extremely strong demand for their products and investment in the wider business.
As a Mortgage Case Manager, you will be well organised and have excellent attention to detail. This role is the first point of contact for their customers, so you will deliver exceptional customer service in a timely manner. The office is based in Glasgow and they can offer a hybrid approach to the working week, with 3 days in the office and the remainder working remotely if you so wish.
Duties of the Case Manager will include:
- Managing a busy pre-offer pipeline of applications and liaising with brokers to obtain underwriting documents.
- Working closely with the underwriting team to ensure applications are progressed efficiently and accurately.
- Ensuring all documents are assessed in line with internal manuals, policies, procedures, and criteria.
- Remaining compliant with all applicable regulatory guidelines.
The successful candidate will possess:
- Customer service experience.
- An understanding of the current regulatory landscape in respect of Data Protection, Anti Money Laundering and Treating Customers Fairly.
- Strong organisation skills with an ability to work to strict deadlines with accuracy.
- Meticulous attention to detail.
In return you will receive a very competitive salary and will be working mainly from home. Benefits include the rare opportunity to earn Growth Shares in the business, 30 days holiday (excl. Bank Holidays), Bonus, Health Cash Plan, Pension and more.
Contact Detail:
Ultimate Banking Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage industry, especially niche products. Understanding the specific offerings of our client will help you engage in meaningful conversations during interviews and demonstrate your genuine interest in the role.
✨Tip Number 2
Brush up on your customer service skills. Since this role is heavily focused on delivering exceptional service, think of examples from your past experiences where you went above and beyond for a customer, as these will be great to share during discussions.
✨Tip Number 3
Showcase your organisational skills by preparing a system or method you use to manage tasks effectively. Being able to articulate how you stay organised and meet deadlines will resonate well with the hiring team.
✨Tip Number 4
Research the regulatory landscape related to mortgages, particularly around Data Protection and Anti Money Laundering. Being knowledgeable about these areas will not only impress but also show that you are proactive and ready to comply with necessary guidelines.
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in customer service and any knowledge of the mortgage industry. Use keywords from the job description to demonstrate that you meet the requirements.
Craft a Compelling Cover Letter: Write a cover letter that showcases your attention to detail and organisational skills. Mention specific examples of how you've provided exceptional customer service in previous roles.
Highlight Regulatory Knowledge: Since the role requires an understanding of regulatory guidelines, briefly outline your familiarity with Data Protection, Anti Money Laundering, and Treating Customers Fairly in your application.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
