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For Companies At a Glance
- Tasks: Assist in processing mortgage applications and support the sales team with administrative tasks.
- Company: Join a growing financial services company in Basildon, Essex, focused on mortgages and lending.
- Benefits: Enjoy a dynamic work environment with opportunities for growth and development.
- Why this job: Be part of a supportive team, learn valuable skills, and make a real impact in the finance sector.
- Qualifications: Motivated self-starter with strong communication skills and a keen eye for detail.
- Other info: Ideal for high school and college students looking to kickstart their career in finance.
The predicted salary is between 30000 - 42000 £ per year.
We are looking for a Case Manager to work alongside the Sales Support team within the business. Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous. The role will cover work in residential and buy to let mortgages, second charge mortgages, bridging finance and commercial lending divisions. The role has been created following new and recent growth in business and successfully winning new contracts, to provide administrative support to our existing business.
Key Responsibilities:
- Support to Specialist Consultants, in the processing of specialist lending applications
- Call handling and monitoring as part of the team
- Providing support to routine administrative tasks, including data inputting and processing
- Assisting correspondence between the sales team and introducers
- Liaising with lenders and third parties on behalf of the consultants
- Complete MI tracking and business case level monitoring
- Booking appointments and managing the diary of the colleagues when requested
- Undertaking basic administrative duties across the business
- Booking appointments with lenders and clients where appropriate
Skills / experience required:
- Motivated and focused self-starter who has the ability to learn new skills quickly
- Strong organisational and communication skills
- Detail oriented with commercial awareness of business requirements
- A strong grasp of written English
- Excellent proof-reading skills
- Computer literate in Word, Excel and PowerPoint
- The motivation to go above-and-beyond for our customers
- Able to provide excellent customer service
- The computer and numeracy skills needed to excel in a highly regulated environment
- A flexible approach to work, and the ability to work well as part of a dynamic team
- Positive attitude with a strong desire to learn and progress
Locations
Mortgage Case Manager employer: KFS Recruitment
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage industry, especially residential and buy-to-let mortgages. Understanding the basics of these products will help you engage more effectively during interviews and demonstrate your enthusiasm for the role.
✨Tip Number 2
Network with professionals in the financial services sector, particularly those who work in mortgage companies. Attend local events or join online forums to connect with others and gain insights that could give you an edge in your application.
✨Tip Number 3
Brush up on your organisational and communication skills. Since the role involves liaising with various stakeholders, being able to articulate your thoughts clearly and manage multiple tasks efficiently will be crucial.
✨Tip Number 4
Showcase your customer service skills in any interactions you have with us. Whether it's through networking or during the interview process, demonstrating a genuine desire to go above and beyond for customers can set you apart from other candidates.
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, especially in administrative roles or the financial services sector. Emphasise skills like organisation, communication, and attention to detail, which are crucial for a Mortgage Case Manager.
Craft a Compelling Cover Letter: Write a cover letter that showcases your motivation and ability to learn quickly. Mention specific examples of how you've gone above and beyond in previous roles, and express your enthusiasm for supporting the Sales Support team.
Highlight Relevant Skills: In your application, clearly outline your proficiency in Word, Excel, and PowerPoint. Also, mention your strong grasp of written English and proof-reading skills, as these are essential for the role.
Showcase Customer Service Experience: If you have experience in customer service, make sure to include it in your application. Highlight instances where you provided excellent service and how you managed customer interactions effectively.
How to prepare for a job interview at KFS Recruitment
✨Show Your Organisational Skills
As a Mortgage Case Manager, you'll need to juggle multiple tasks. Be prepared to discuss how you manage your time and prioritise tasks effectively. Share examples from your past experiences where your organisational skills made a difference.
✨Demonstrate Your Communication Abilities
Strong communication is key in this role. During the interview, highlight your experience in liaising with clients, lenders, and team members. Use specific examples to showcase how you've successfully handled correspondence and built relationships.
✨Emphasise Attention to Detail
In the mortgage industry, accuracy is crucial. Be ready to talk about how you ensure precision in your work, especially when it comes to data inputting and processing. Mention any tools or methods you use to minimise errors.
✨Express Your Willingness to Learn
This role requires a motivated self-starter who can learn quickly. Convey your enthusiasm for the industry and your eagerness to develop new skills. Discuss any relevant training or courses you've undertaken to enhance your knowledge.
