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- Tasks: Support the team with client communications and manage mortgage cases.
- Company: Join a respected boutique mortgage brokerage in Shrewsbury.
- Benefits: Enjoy 25 days holiday, a competitive salary, and professional development opportunities.
- Why this job: This role offers hands-on training and a clear career path in finance.
- Qualifications: No prior experience needed; just bring your enthusiasm and willingness to learn.
- Other info: Be part of a caring, close-knit team that values personal growth.
The predicted salary is between 24000 - 32000 ÂŁ per year.
2 days ago Be among the first 25 applicants
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Direct message the job poster from ERG Finance
Associate Director- Mortgage and Property Finance
Location:Shrewsbury town centre- Full time
Reports to:Office Manager / Director
About Us:
This is an exciting opportunity to develop your career in finance with one of the
region’s most respected boutique mortgage brokerages. As a Case Manager/Mortgage Executive you will be enthusiastic and willing to learn new skills. You will support both the managerial team and other colleagues by efficiently processing tasks and documents, to help them complete their responsibilities quickly and effectively.
What we are looking for is character: someone who is kind, curious, confident, and willing to learn. In this profession, people come first. If you’ve got the will, we’ll help you build the skill, and support your development for years to come.
What you’ll be doing:
Supporting the team with client communications
Responding to emails and helping manage client cases
Speaking to lenders and gathering important updates
Liaising with solicitors and other third parties
Updating clients with progress on their mortgage journey
Learning how mortgages, protection, and property finance work
Playing an active role in a friendly, fast-paced office
What we offer:
Full, hands-on training in all aspects of mortgage and financial administration
A caring, close-knit team that will make you feel at home from day one
The opportunity to develop a long-term career in finance
Clear routes to progress into advisory or specialist roles over time
Ultimately, our ambition is to help you grow into a key part of the ERG Finance team for
the long term. This is more than a job—it’s a career path. One that could take you as far
as you\’re willing to go.
Previous experience in Mortgages or relevant associated industry is preferred but not essential
If you’re driven, personable, and looking for a place where you can build something
meaningful, we’d love to hear from you
What We Offer:
- 25 days holiday + bank holidays
- ÂŁ28,000 salary + discretionary bonus
- Contributory Pension Scheme
- Referral incentives
- Opportunities for professional development and progression
- Supportive and collaborative working environment
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Mortgage Executive/Case Manager employer: ERG Finance
Contact Detail:
ERG Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Executive/Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage process and terminology. Understanding key concepts like loan-to-value ratios, interest rates, and different types of mortgages will help you engage confidently in conversations with clients and lenders.
✨Tip Number 2
Showcase your interpersonal skills during any interactions. Since this role is all about people, demonstrating kindness, curiosity, and confidence in your communication can set you apart from other candidates.
✨Tip Number 3
Network within the finance and mortgage industry. Attend local events or join online forums to connect with professionals who can provide insights and potentially refer you to opportunities at ERG Finance.
✨Tip Number 4
Prepare thoughtful questions to ask during interviews. This shows your genuine interest in the role and the company, and it also gives you a chance to learn more about their team culture and growth opportunities.
We think you need these skills to ace Mortgage Executive/Case Manager
Some tips for your application 🫡
Understand the Role: Before applying, make sure you fully understand the responsibilities of a Mortgage Executive/Case Manager. Familiarise yourself with the tasks mentioned in the job description, such as client communications and liaising with lenders.
Tailor Your CV: Customise your CV to highlight relevant skills and experiences that align with the job requirements. Emphasise any customer service experience or roles where you've had to manage multiple tasks effectively.
Craft a Compelling Cover Letter: Write a cover letter that showcases your enthusiasm for the role and the company. Mention your willingness to learn and how your character traits, like being kind and curious, make you a great fit for their team.
Proofread Your Application: Before submitting, carefully proofread your application materials. Check for spelling and grammatical errors, and ensure that all information is clear and concise. A polished application reflects your attention to detail.
How to prepare for a job interview at ERG Finance
✨Show Your Enthusiasm
Make sure to express your excitement about the role and the company. This position is all about supporting a team and working closely with clients, so demonstrating your eagerness to learn and contribute will resonate well with the interviewers.
✨Highlight Your People Skills
Since this role involves a lot of client communication, be prepared to discuss your interpersonal skills. Share examples of how you've successfully interacted with clients or colleagues in the past, showcasing your kindness and confidence.
✨Demonstrate Your Curiosity
The company values curiosity, so come prepared with questions about the mortgage process and the team's operations. This shows that you're not only interested in the job but also eager to learn and grow within the role.
✨Prepare for Scenario Questions
Expect questions that assess how you would handle specific situations, such as managing client expectations or liaising with third parties. Think of relevant experiences where you successfully navigated similar challenges, as this will illustrate your problem-solving abilities.