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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, known for its mortgage and protection advice.
- Benefits: Enjoy a modern office environment and the opportunity to work with a collaborative team.
- Why this job: Be part of a dynamic team that values attention to detail and client satisfaction.
- Qualifications: Strong communication skills, attention to detail, and proficiency in IT systems are essential.
- Other info: Ideal for those who enjoy problem-solving and continuous improvement in a fast-paced environment.
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: Bond Recruitment Ltd
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 current Mortgage and Protection Case Managers who can provide insights and possibly refer you to job openings.
✨Tip Number 3
Enhance your IT skills, particularly in systems like Midas and Microsoft Office. Being proficient in these tools will demonstrate your capability to handle the technical aspects of the role effectively.
✨Tip Number 4
Showcase your attention to detail in conversations. During interviews or networking, highlight examples where your meticulous nature has led to successful outcomes, as this is a crucial trait for the role.
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, organisation, and teamwork, and provide examples of how you've demonstrated these in previous roles.
Highlight IT Proficiency: Since the role requires IT literacy, emphasise your experience with Microsoft Word, Excel, and any other relevant systems. If you have experience with mortgage processing software, be sure to mention it.
Showcase Client Interaction Skills: In your application, illustrate your pleasant manner and ability to liaise effectively with clients, lenders, and solicitors. Provide examples of how you've successfully managed client relationships in the past.
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. During the interview, highlight your ability to manage multiple tasks efficiently and provide examples of how you've successfully organised client information or documentation in the past.
✨Demonstrate Attention to Detail
This role requires meticulous attention to detail. Be prepared to discuss specific instances where your attention to detail made a difference, such as catching errors in financial documents or ensuring compliance with regulations.
✨Exhibit Strong Communication Skills
You'll be liaising with clients, lenders, and solicitors regularly. Use the interview to showcase your communication skills by articulating your thoughts clearly and providing examples of how you've effectively communicated complex information to different stakeholders.
✨Emphasise Teamwork and Collaboration
The job requires a team-oriented mindset. Share experiences that demonstrate your ability to work collaboratively with others, whether it's resolving issues with colleagues or contributing to a successful project as part of a team.
