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For Companies At a Glance
- Tasks: Support mortgage advisers by managing applications and liaising with clients and stakeholders.
- Company: Join a multi-award-winning team known for exceptional customer service in the mortgage industry.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a supportive culture that values detail and proactive problem-solving.
- Qualifications: Strong organisational skills and a keen eye for detail are essential; knowledge of mortgages is a plus.
- Other info: Ideal for ambitious individuals looking to kickstart their career in finance.
The predicted salary is between 36000 - 60000 £ per year.
An ambitious, proactive and detail focused Mortgage Case Manager is required to provide a first-rate administrative support service to a multi-award-winning team of professional mortgage advisers with a strong track record in delivering exceptional customer service. The company specializes in providing a range of retail customer mortgages as well as ‘business to business’ solutions through a network of over 300 Appointed Representatives across the UK.
Key Responsibilities
- Act as the main point of contact between the applicant, mortgage broker, lender, solicitors, and other stakeholders.
- Receive and review mortgage applications for completeness and accuracy.
- Submit applications to lenders and follow up on any additional documentation or information required.
- Keep advisers and clients updated on the status of their application.
- Respond to queries promptly and professionally.
- Ensure all client files are accurate, up-to-date, and compliant with data protection regulations.
- Maintain a clear audit trail for all communications and decisions.
- Ensure that all applications meet lender and regulatory guidelines.
- Monitor for any potential red flags or signs of fraud.
- Ensure anti-money laundering (AML) and “know your customer” (KYC) checks are completed.
- Work closely with lenders, underwriters, and solicitors to resolve any issues or delays.
Skills & Experience
- Strong organizational and time-management skills.
- Excellent communication and interpersonal skills.
- Knowledge of mortgage products and financial regulations.
- Attention to detail and problem-solving abilities.
- Ability to work under pressure and meet deadlines.
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Mortgage Case Manager employer: Connectmortgages
Contact Detail:
Connectmortgages Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage application process and the various stakeholders involved. Understanding the roles of brokers, lenders, and solicitors will help you communicate effectively and demonstrate your knowledge during interviews.
✨Tip Number 2
Showcase your organisational skills by preparing examples of how you've managed multiple tasks or projects simultaneously. This will highlight your ability to handle the fast-paced environment typical of a Mortgage Case Manager role.
✨Tip Number 3
Brush up on your knowledge of financial regulations and compliance, particularly around anti-money laundering (AML) and know your customer (KYC) checks. Being well-versed in these areas will set you apart as a candidate who understands the importance of regulatory adherence.
✨Tip Number 4
Prepare to discuss how you've handled customer queries in the past. Providing excellent customer service is key in this role, so be ready to share specific examples that demonstrate your communication skills and problem-solving abilities.
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 and skills that align with the Mortgage Case Manager role. Emphasise your organisational skills, attention to detail, and any previous experience in mortgage or financial services.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the position and the company. Mention specific examples of how your skills and experiences make you a great fit for the role, particularly in customer service and communication.
Highlight Relevant Skills: In your application, clearly outline your strong organisational and time-management skills. Provide examples of how you've successfully managed multiple tasks or projects under pressure, as this is crucial for the role.
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 essential for a Mortgage Case Manager.
How to prepare for a job interview at Connectmortgages
✨Know Your Mortgage Products
Familiarise yourself with various mortgage products and financial regulations. This knowledge will not only help you answer questions confidently but also demonstrate your commitment to the role.
✨Showcase Your Organisational Skills
Prepare examples of how you've successfully managed multiple tasks or projects in the past. Highlighting your strong organisational and time-management skills will be crucial, as these are key for a Mortgage Case Manager.
✨Demonstrate Attention to Detail
Be ready to discuss situations where your attention to detail made a difference. This role requires accuracy in reviewing applications, so showcasing this skill will set you apart from other candidates.
✨Prepare for Scenario Questions
Anticipate scenario-based questions that may test your problem-solving abilities under pressure. Think about how you would handle potential red flags or issues with applications, as this will reflect your readiness for the role.
