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For Companies At a Glance
- Tasks: Manage mortgage applications and ensure smooth processing from start to finish.
- Company: Join a growing property finance team with a focus on customer service.
- Benefits: Competitive salary, bonuses, and flexible remote work options.
- Why this job: Be part of a dynamic team making a real impact in property finance.
- Qualifications: Strong administrative skills and experience in mortgage case management preferred.
- Other info: Opportunity for career growth in a supportive environment.
The predicted salary is between 28000 - 32000 £ per year.
Case Manager (Property Finance)
Commercial, Bridging, BTL
£35K - £40K Salary
Plus Bonuses
Plus Christmas Bonus
1 day per week in Office (Tuesdays) and the rest of the week working from home
Do you have a Strong Administrative BTL background?
Do you have Experience keying cases?
Our client is growing and expanding the team by taking on Case Managers. This is your chance to be a part of that growth.
Working very closely with our Property Finance Advisors you will be responsible for processing each finance application and managing client cases through to completion in a timely and efficient manner, using a wide range of skills including written and oral communication, administration, risk management and data analytics.
Our team is driven to ensure that clients’ expectations are managed throughout the process and to provide the highest level of service resulting in good outcomes for our customers while maintaining the reputation of our brand.
As the Case Manager you will manage a pipeline of cases in the property investment, development and finance space, liaising with key stakeholders, Underwriters, BDMs, Risk, Brokers, valuers, solicitors and the client.
You will be expected to:
- Ensure a smooth process from start to finish of all applications, liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
- Proactively managing finance application cases and completing all administration in a timely and accurate manner.
- Ensuring excellent customer service is maintained throughout the whole process.
- Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
- Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
- Processing all systems and procedures within the set timeframes.
- Handling client documents in a compliant manner that’s aligned with GDPR.
- Accurately tracking and taking notes on all actions and communications on an event log.
- Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
- Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
- Review credit reports.
- Conduct credit searches.
- Packaging a case with all required information.
- Liaising with all key stakeholders and keeping them aware of progress or if any further information is required.
- Oversee the release of completion funds.
Previous experience processing residential and commercial mortgage cases preferred.
We are looking to speak to Case Managers with strong property finance transaction experience and in particular with complex/commercial and development cases.
We’re looking for individuals who are self-motivated, extremely well organised, have an excellent telephone manner and communication skills, both written and verbal.
Ideally, you’ve had previous experience in a customer service or administration role. You’ll need to be able to work both as part of a team and on your own and deliver a high level of customer service.
Mortgage Case Manager employer: Citrus Elite Recruitment Ltd
Contact Detail:
Citrus Elite Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the property finance sector and let them know you're on the hunt for a Mortgage Case Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for those interviews by brushing up on your knowledge of BTL and commercial mortgage processes. We want you to be able to talk confidently about your experience keying cases and managing client expectations, so practice makes perfect!
✨Tip Number 3
Don’t forget to showcase your organisational skills! When you get the chance to chat with potential employers, highlight how you manage your workload and prioritise tasks to meet deadlines. This is crucial for a Case Manager role.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you’re serious about joining our growing team and ready to dive into the world of property finance.
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your strong administrative BTL background and any relevant experience in processing mortgage cases. We want to see how your skills align with what we're looking for, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for the Case Manager role. We love seeing enthusiasm and a clear understanding of our business, so let your personality come through while keeping it professional.
Showcase Your Communication Skills: Since this role involves a lot of liaising with clients and stakeholders, make sure your written application reflects your excellent communication skills. We appreciate clarity and professionalism, so double-check for any typos or errors before hitting send!
Apply Through Our Website: We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at StudySmarter!
How to prepare for a job interview at Citrus Elite Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of property finance, especially BTL and commercial mortgages. Familiarise yourself with the key processes involved in managing mortgage applications, as well as any recent changes in regulations that might affect the industry.
✨Showcase Your Communication Skills
Since this role involves liaising with various stakeholders, be prepared to demonstrate your excellent verbal and written communication skills. You could even prepare a few examples of how you've successfully managed client relationships or resolved issues in the past.
✨Be Organised
As a Case Manager, organisation is key. Bring along a planner or digital tool to show how you manage your workload and deadlines. Discuss specific strategies you use to keep track of multiple cases and ensure timely follow-ups.
✨Highlight Your Customer Service Experience
This role requires a strong focus on customer service. Be ready to share examples from your previous roles where you went above and beyond for clients. Emphasise your ability to maintain a positive reputation for the company while ensuring client satisfaction.
