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- Tasks: Support mortgage advisers by managing applications from start to finish with attention to detail.
- Company: Join a multi-award-winning company specialising in retail and business mortgages across the UK.
- Benefits: Enjoy a competitive salary, bonuses, flexible hours, and a comprehensive benefits scheme.
- Why this job: Kickstart your career in the mortgage industry with growth opportunities and a supportive team culture.
- Qualifications: Previous experience in a similar role is preferred; strong organisational skills are essential.
- Other info: Hybrid working options available for the right candidate.
The predicted salary is between 29000 - 30000 £ 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 specialises 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. The business also provides placement and packaging services to other mortgage advisers keen to benefit from their enhanced knowledge in the specialist lending areas of BTL, Commercial and Bridging Loans.
The successful candidate will work closely with both internal and external mortgage and protection advisers, playing an important role in the process of helping customers make their property ambitions become a reality. This is an office based role but with some flexibility in working hours and a hybrid option can be considered for the right candidate.
Key Responsibilities- Manage all aspects of mortgage administration from initial ‘decision in principle’ to mortgage completion including keying mortgage applications, chasing lenders and third parties, completing diligence checks and reviewing and processing documents.
- Update and liaise with clients and advisers as their mortgage applications progress.
- Administer and progress mortgage applications efficiently and with attention to detail.
- Invest time in building knowledge of lenders and processes to assist with the company’s values of delivering excellent customer service.
- Previous experience in a mortgage case manager or similar administrative role and ideally a familiarity with mortgage lenders and their requirements.
- Naturally highly organised and able to apply a structured approach to administrative processes.
- Committed to delivering great customer service and working as part of a team.
- Highly proficient in using a range of electronic systems and software.
- Salary based on experience plus a quarterly bonus scheme based on cases processed.
- Company benefits scheme including Wellhub and Sodexo discount scheme.
- Flexibility and hybrid options for suitable candidates.
- Full training and growth opportunities.
- Market leading technology to support case processing.
This is a fantastic opportunity for an ambitious Mortgage Case Manager to join a flourishing, friendly, and progressive company that can offer true career development opportunities to the successful candidate. The role also provides a great foundation for those who may be considering a long-term career in the mortgage industry, with opportunities to progress into other roles in the mortgage industry including Mortgage Adviser, Mortgage Research Assistant, Compliance supervisor and more.
Apply now!
Mortgage Case Manager employer: MaxAd Recruitment Ltd
Contact Detail:
MaxAd Recruitment Ltd 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 the types of mortgages offered by lenders. Understanding products like BTL, Commercial, and Bridging Loans will give you an edge in discussions during interviews.
✨Tip Number 2
Network with professionals in the mortgage sector. Attend industry events or join online forums to connect with current Mortgage Case Managers or advisers. This can provide insights into the role and may even lead to referrals.
✨Tip Number 3
Demonstrate your organisational skills by preparing examples of how you've managed complex administrative tasks in the past. Be ready to discuss specific situations where your attention to detail made a difference.
✨Tip Number 4
Research StudySmarter and our values. Understanding our commitment to exceptional customer service will help you align your answers during interviews, showing that you're a great fit for our team.
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 in mortgage administration or similar roles. Emphasise your organisational skills and any familiarity with mortgage lenders, as these are key for the Mortgage Case Manager position.
Craft a Strong Cover Letter: In your cover letter, express your enthusiasm for the role and the company. Mention specific examples of how you've delivered excellent customer service in previous positions, as this aligns with the company's values.
Showcase Your Skills: Clearly outline your proficiency with electronic systems and software in both your CV and cover letter. This is crucial for the role, so provide examples of how you've used technology to enhance your administrative processes.
Proofread Your Application: Before submitting, carefully proofread your application 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 MaxAd Recruitment Ltd
✨Know Your Mortgage Basics
Brush up on your knowledge of mortgage processes, types of loans, and the role of a Mortgage Case Manager. Being able to discuss these topics confidently will show your understanding of the industry and impress the interviewers.
✨Demonstrate Attention to Detail
Since the role requires meticulous administration, prepare examples from your past experience where your attention to detail made a difference. This could be in managing applications or ensuring compliance with lender requirements.
✨Showcase Your Customer Service Skills
Prepare to discuss how you've delivered excellent customer service in previous roles. Highlight specific instances where you went above and beyond to assist clients, as this aligns with the company's values.
✨Ask Insightful Questions
At the end of the interview, ask questions that demonstrate your interest in the company and the role. Inquire about their training programmes or how they support career progression within the mortgage industry.
