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- Tasks: Manage mortgage and protection cases, ensuring smooth communication with all stakeholders.
- Company: Award-winning Mortgage Broker with over 25 years of experience in helping customers.
- Benefits: Salary up to £28,000 plus bonuses and additional benefits.
- Other info: Opportunity for career growth in a supportive environment.
- Why this job: Join a dynamic team and help people achieve their dream homes.
- Qualifications: Experience in administration within financial services and strong communication skills.
The predicted salary is between 26000 - 28000 £ per year.
My client is an award-winning Mortgage Broker specialising in new build mortgages. They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager.
Purpose of the role is to:
- Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to offer stage in a timely manner
- Keep all stakeholders abreast of case progress including collation of missing documents and information
- Support, as appropriate, cases from lender/Insurer submission through to exchange/completion, liaising with key stakeholders throughout the process (Inc. solicitors)
- Ensuring relevant protection policies are placed on risk at the correct time
- Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities
- Check and update reports for weekly introducer updates
- Manage a minimum pipeline of 45 cases
- Ensure application to offer timescales are within 14 days
- Provide additional administration support to relevant Departments.
Skills required:
- Have good PC skills, Microsoft Office package
- Organisational and time-management skills, prioritising and multi-tasking your workload
- Demonstrate good written and verbal communication and customer service skills
- Ability to work without supervision & be self-motivating while also being a team player
- Demonstrate good work ethics in line with reinforcing the company values
- Ability to keep industry knowledge up to date with the latest criteria/regulations etc.
- Having strong attention to detail, and working in a methodical & thorough way
- Able to adapt, quickly and flexibly, to requirements
- Have experience of an administrative function preferably within financial services (Mortgages & Insurance)
- Working with both internal and external stakeholders
If this role is of interest, please apply with an up to date CV. We aim to respond to all applications within 10 days. By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us. Full Privacy Notice can be found on our website.
Mortgage & Protection Case Manager in London employer: North Oak Recruitment
Contact Detail:
North Oak Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage & Protection Case Manager in London
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and protection industry. You never know who might have a lead on a job or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by researching the company and its values. Show them you’re not just another candidate; you’re genuinely interested in their mission and how you can contribute.
✨Tip Number 3
Practice your communication skills! Since this role involves liaising with various stakeholders, being articulate and confident in your conversations will set you apart from the competition.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, we love seeing candidates who take that extra step!
We think you need these skills to ace Mortgage & Protection Case Manager in London
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage & Protection Case Manager role. Highlight relevant experience in financial services and any specific skills that match the job description, like communication and organisational skills.
Showcase Your Skills: Don’t just list your skills; demonstrate them! Use examples from your past experiences to show how you’ve effectively communicated with stakeholders or managed multiple cases at once. This will help us see how you fit into our team.
Keep It Professional: While we love a friendly tone, remember to keep your application professional. Use clear language, check for typos, and ensure your formatting is neat. A polished application shows attention to detail, which is key for this role!
Apply Through Our Website: We encourage you to apply through our website for the best chance of getting noticed. It’s super easy, and you’ll be able to upload your CV directly. Plus, it helps us keep track of all applications efficiently!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on the latest mortgage and protection regulations. Being knowledgeable about current industry standards will show that you're serious about the role and can communicate effectively with stakeholders.
✨Showcase Your Communication Skills
Since this role involves liaising with various parties, practice articulating your thoughts clearly. Prepare examples of how you've successfully communicated in previous roles, especially in high-pressure situations.
✨Demonstrate Organisational Skills
Be ready to discuss how you manage multiple cases simultaneously. Bring examples of tools or methods you use to stay organised and ensure timely follow-ups, as managing a pipeline of 45 cases is no small feat!
✨Emphasise Teamwork and Independence
This position requires both self-motivation and teamwork. Think of instances where you've worked independently and also collaborated with others. Highlighting your adaptability will resonate well with the interviewers.