Mortgage and Protection Case Manager
Mortgage and Protection Case Manager

Mortgage and Protection Case Manager

Thame Full-Time 27000 - 36000 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage mortgage and protection cases, liaise with clients and lenders, ensure compliance.
  • Company: Cork & Co is a trusted mortgage and insurance expert with over 50 years of experience.
  • Benefits: Enjoy 25 days holiday, income protection, and sick pay for up to 4 years.
  • Why this job: Join a small, dynamic team with a stellar reputation and make a real impact.
  • Qualifications: Experience in mortgage applications is essential; strong communication and organisational skills required.

The predicted salary is between 27000 - 36000 £ per year.

1 day ago Be among the first 25 applicants

Cork & Co, based in Thame, are Mortgage and Insurance experts with over 50 years of collective experience in our small team of 6. We are proud of our 150+ five-star Google reviews. Our services are tailored to first-time buyers and business owners. Cork & Co is an Appointed Representative of New Leaf Distribution Ltd., authorised and regulated by the Financial Conduct Authority.

Role Description

This is a full-time on-site role for a Mortgage and Protection Case Manager located in Thame town centre. The Case Manager will handle day-to-day tasks, including managing mortgage and protection cases from start to finish, liaising with lenders and clients, and ensuring compliance with relevant regulations. The role also involves document processing, application tracking, and providing excellent customer service to our clients.

Qualifications

  • Experience in mortgage and protection applications is a MUST HAVE !
  • Strong understanding of regulatory requirements and compliance
  • Excellent communication and customer service skills
  • Proficiency in document processing and application tracking
  • Ability to liaise effectively with lenders and clients
  • Exceptional attention to detail and organisational skills
  • Previous experience in a similar role is required
  • £32,175 based on 37.5 full time working hours
  • 25 days holiday per year plus additional days for free at Christmas Shutdown
  • Company Income Protection, sick pay for up to 4 years

Seniority level

  • Seniority level

    Entry level

Employment type

  • Employment type

    Full-time

Job function

  • Job function

    Other

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Mortgage and Protection Case Manager employer: Cork & Co

Cork & Co, located in the heart of Thame, is an exceptional employer that prides itself on a close-knit team of mortgage and insurance experts. With over 50 years of collective experience, we offer a supportive work culture that values employee growth through continuous training and development opportunities. Our commitment to employee well-being is reflected in our generous holiday allowance, income protection, and a strong focus on delivering outstanding customer service, making us a rewarding place to build your career.
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Contact Detail:

Cork & Co 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 latest mortgage and protection regulations. This will not only help you in interviews but also demonstrate your commitment to compliance, which is crucial for the role.

Tip Number 2

Network with professionals in the mortgage and insurance industry. Attend local events or join online forums to connect with others who can provide insights or even referrals to Cork & Co.

Tip Number 3

Prepare to discuss specific case management scenarios during your interview. Think of examples where you've successfully managed similar tasks, as this will showcase your experience and problem-solving skills.

Tip Number 4

Research Cork & Co's services and client base. Understanding their approach to first-time buyers and business owners will allow you to tailor your responses and show that you're genuinely interested in their mission.

We think you need these skills to ace Mortgage and Protection Case Manager

Experience in mortgage and protection applications
Strong understanding of regulatory requirements and compliance
Excellent communication skills
Exceptional customer service skills
Proficiency in document processing
Application tracking skills
Ability to liaise effectively with lenders
Attention to detail
Organisational skills
Previous experience in a similar role

Some tips for your application 🫡

Highlight Relevant Experience: Make sure to emphasise your experience in mortgage and protection applications. Clearly outline your previous roles and responsibilities that relate directly to the job description.

Showcase Communication Skills: Since excellent communication is key for this role, include examples of how you've effectively liaised with clients and lenders in past positions. This could be through specific projects or customer interactions.

Detail Your Organisational Skills: Given the importance of attention to detail and organisational skills, provide concrete examples of how you have managed multiple cases or documents efficiently in your previous roles.

Tailor Your Application: Customise your CV and cover letter to reflect the specific requirements mentioned in the job description. Use keywords from the listing to ensure your application stands out to hiring managers.

How to prepare for a job interview at Cork & Co

Showcase Your Experience

Make sure to highlight your previous experience in mortgage and protection applications. Be prepared to discuss specific cases you've managed and the outcomes, as this will demonstrate your capability and understanding of the role.

Understand Regulatory Requirements

Familiarise yourself with the relevant regulations and compliance standards in the mortgage industry. Being able to discuss these confidently will show that you are knowledgeable and serious about the responsibilities of the position.

Demonstrate Excellent Communication Skills

Since the role involves liaising with clients and lenders, practice articulating your thoughts clearly and concisely. Prepare examples of how you've successfully communicated complex information in the past.

Prepare for Customer Service Scenarios

Think of examples where you've provided exceptional customer service. Be ready to discuss how you handle difficult situations or complaints, as this is crucial for maintaining the high standards Cork & Co is known for.

Mortgage and Protection Case Manager
Cork & Co
Location: Thame
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  • Mortgage and Protection Case Manager

    Thame
    Full-Time
    27000 - 36000 £ / year (est.)
  • C

    Cork & Co

    50-100
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