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For Companies At a Glance
- Tasks: Support mortgage advisers by managing client information and liaising with various stakeholders.
- Company: Join a well-established financial services firm in Macclesfield, offering mortgage and protection advice.
- Benefits: Enjoy a modern office environment and the opportunity to develop your skills in a supportive team.
- Why this job: Be part of a dynamic team focused on client satisfaction and continuous improvement in a growing industry.
- Qualifications: Strong attention to detail, IT literacy, and a pleasant manner when dealing with clients are essential.
- Other info: Ideal for those interested in finance and technology, with opportunities for learning and growth.
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.
Mortgage and Protection Case Manager employer: CF30 Consulting (Independent Recruitment Consultancy)
Contact Detail:
CF30 Consulting (Independent Recruitment Consultancy) 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 players, processes, and terminology will help you engage confidently during interviews and discussions.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in mortgages and protection. Attend relevant events or join online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Demonstrate your attention to detail by preparing a mock case file. This will showcase your organisational skills and understanding of the role, making you stand out to potential employers.
✨Tip Number 4
Stay updated on the latest technology used in the mortgage and protection field. Being knowledgeable about current IT systems can give you an edge and show your willingness to adapt and learn.
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. Use keywords from the job description to demonstrate your fit 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 such as attention to detail and IT literacy, and provide examples of how you've successfully managed client information in the past.
Highlight Relevant Skills: In your application, emphasise your organisational skills, ability to work in a team, and your numeracy skills. These are crucial for the Mortgage and Protection Case Manager position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. Attention to detail is key in this role, and your application should reflect that.
How to prepare for a job interview at CF30 Consulting (Independent Recruitment Consultancy)
✨Show Your Attention to Detail
As a Mortgage and Protection Case Manager, attention to detail is crucial. Be prepared to discuss examples from your past experiences where you ensured accuracy in data handling or documentation preparation.
✨Demonstrate Your Team Spirit
This role requires collaboration with various stakeholders. Highlight instances where you successfully worked as part of a team, showcasing your ability to communicate effectively with clients, lenders, and colleagues.
✨Familiarise Yourself with Relevant IT Systems
Since the job involves using specific IT systems, it’s beneficial to research and understand the tools mentioned in the job description. If possible, mention any similar systems you’ve used in the past to demonstrate your IT literacy.
✨Prepare for Problem-Solving Scenarios
The role requires a tenacious approach to problem-solving. Think of examples where you faced challenges and how you overcame them. This will show your potential employer that you can handle the pressures of the job.
