At a Glance
- Tasks: Manage mortgage applications and ensure clients receive top-notch service throughout the process.
- Company: 177 Mortgages, an award-winning brokerage focused on exceptional customer service.
- Benefits: Salary up to £26,000, 23 days leave, birthday off, and hybrid working options.
- Other info: Great career progression opportunities in a friendly, down-to-earth culture.
- Why this job: Join a supportive team and make a real difference in clients' lives.
- Qualifications: Experience in administration or case management; strong communication skills required.
The predicted salary is between 25000 - 26000 £ per year.
Do you enjoy helping clients, solving problems and seeing cases through to completion? If so, we'd love to hear from you. At 177 Mortgages, our Case Managers play a vital role in the client journey, acting as the link between clients, lenders, solicitors and advisers to ensure applications progress smoothly from submission through to completion.
We're looking for an organised, proactive and customer-focused individual to join our growing team. Mortgage experience is great, but it isn't essential. If you're highly organised, enjoy helping people, can juggle multiple tasks and take pride in providing excellent customer service, we'd love to hear from you.
The Role
You will be responsible for managing mortgage applications from submission through to completion, ensuring clients receive exceptional service and regular communication throughout the process.
Your responsibilities will include:
- Acting as the main point of contact for clients once their mortgage application has been submitted.
- Contacting clients within 24 hours of application submission.
- Chasing lenders, solicitors and third parties for updates.
- Keeping clients and advisers updated throughout the mortgage process.
- Obtaining and reviewing outstanding documentation.
- Managing cases through workflow stages within our CRM system.
- Reviewing mortgage offers and ensuring details are accurate.
- Proactively resolving issues and helping to keep cases moving.
- Maintaining accurate records and case notes.
- Liaising with introducers and third parties where required.
- Referring clients for additional services where appropriate.
About you
We are looking for someone who:
- Has previous administration or case management experience.
- Has excellent communication and customer service skills.
- Is highly organised and able to manage multiple cases simultaneously.
- Enjoys speaking to clients and building relationships.
- Can work independently whilst also being part of a team.
- Has strong attention to detail.
- Is comfortable using CRM systems and Microsoft Office.
- Experience working within a mortgage brokerage, estate agency, lender or other financial services environment.
- Knowledge of the mortgage process.
- Experience of working towards service levels and deadlines.
What We Offer
- Salary of £25,000 - £26,000 depending on experience.
- 23 days annual leave plus Bank Holidays.
- Additional annual leave for long service.
- Your birthday off every year.
- Option to purchase up to 5 additional days annual leave per year.
- Mainly office based in Corsham, with an element of Hybrid working available after full training.
- Free Parking.
- Ongoing training and development.
- A supportive and friendly team environment.
- Genuine opportunities for career progression within Financial Services.
- A professional, friendly and down-to-earth culture where hard work is recognised and rewarded.
About us
177 Mortgages is an award‑free mortgage brokerage helping thousands of clients across the UK each year. We pride ourselves on delivering exceptional customer service, supporting our people and creating a positive working environment where everyone can develop and succeed.
Mortgage Case Manager / Administrator in Corsham employer: 177 Mortgages
At 177 Mortgages, we pride ourselves on fostering a supportive and friendly team environment where hard work is recognised and rewarded. Our Corsham office offers a professional yet down-to-earth culture, with genuine opportunities for career progression in Financial Services, ongoing training, and the flexibility of hybrid working after training. With competitive salaries, generous annual leave, and unique perks like your birthday off, we are committed to ensuring our employees thrive both personally and professionally.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager / Administrator in Corsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like 177 Mortgages. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Case Manager / Administrator in Corsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to 177 Mortgages.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on 177 Mortgages's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at 177 Mortgages
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with 177 Mortgages.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at 177 Mortgages will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former 177 Mortgages employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
