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- Tasks: Manage mortgage and protection cases, ensuring timely communication and progress updates.
- Company: Award-winning Mortgage Broker with over 25 years of experience.
- Benefits: Salary up to £28,000 plus bonuses and additional benefits.
- Other info: Fast-paced environment with opportunities for career growth.
- Why this job: Join a dynamic team and help customers achieve their dream homes.
- Qualifications: Strong organisational skills and experience in financial services preferred.
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.
Mortgage & Protection Case Manager — Fast-Track to Offer 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 — Fast-Track to Offer
✨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. As a Mortgage & Protection Case Manager, you'll need to liaise with various stakeholders. Role-play common scenarios to boost your confidence.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who take that extra step.
We think you need these skills to ace Mortgage & Protection Case Manager — Fast-Track to Offer
Some tips for your application 🫡
Tailor Your CV: Make sure your CV is tailored to the Mortgage & Protection Case Manager role. Highlight relevant experience, especially in financial services, and showcase your organisational skills. We want to see how you can fit into our team!
Show Off Your Communication Skills: Since effective communication is key in this role, use your application to demonstrate your written communication skills. Keep it clear and concise, and don’t forget to mention any experience working with stakeholders!
Be Detail-Oriented: Attention to detail is crucial for managing cases effectively. When writing your application, make sure there are no typos or errors. We appreciate a methodical approach, so show us you’ve got it!
Apply Through Our Website: We encourage you to apply through our website for a smoother process. It’s the best way for us to receive your application and ensures you’re considered for this exciting opportunity. Don’t miss out!
How to prepare for a job interview at North Oak Recruitment
✨Know Your Stuff
Make sure you brush up on the latest mortgage and insurance regulations. Being able to discuss current trends and criteria will show that you're not just a candidate, but someone who’s genuinely interested in the industry.
✨Communication is Key
Since the role involves liaising with various stakeholders, practice your communication skills. Prepare examples of how you've effectively communicated in past roles, especially when dealing with multiple parties.
✨Showcase Your Organisational Skills
Be ready to discuss how you manage your workload and prioritise tasks. Think of specific instances where you successfully handled multiple cases or tight deadlines, as this will demonstrate your ability to thrive in a fast-paced environment.
✨Ask Smart Questions
Prepare thoughtful questions about the company and the role. This shows your enthusiasm and helps you gauge if the company culture aligns with your values. For instance, ask about their approach to compliance and how they support their team in staying updated with industry changes.