At a Glance
- Tasks: Support mortgage brokers by providing updates and resolving queries on applications.
- Company: Join OSB Group, a leading specialist mortgage lender with a collaborative culture.
- Benefits: Enjoy a competitive salary, private medical insurance, and 28 days annual leave.
- Other info: Inclusive workplace committed to diversity and career growth opportunities.
- Why this job: Kickstart your career in financial services with a dynamic entry-level role.
- Qualifications: Good communication skills and GCSEs in Maths and English required.
The predicted salary is between 24550 - 24550 £ per year.
About the team
The Broker Liaison Team at Interbay, Fareham is one of three Broker Liaison Teams in OSB. The other two being based in Chatham (covering Rely) and Wolverhampton (covering Precise Mortgages), and is part of the bigger Sales Team in OSB Group. All three teams work very closely with each other delivering a similar service but across our three main lending streams covering Residential, Buy-to-Let and Commercial mortgages. Interbay is the Commercial element.
The Interbay team is based at Forum 4 of the Solent Business Park in Whiteley, Fareham and consists of one team leader, four Broker Liaison Co‑ordinators and two Case Update Assistants. The main role of the team is to be the liaison point between mortgage Broker’s and our Underwriting and Completions teams on behalf of the borrowing customer.
What you will be doing?
As a Case Update Assistant, you will play a key part in supporting the broker journey, acting as a central point of contact for mortgage intermediaries requiring updates on applications in progress. You will provide timely and accurate information, resolve queries, and work closely with underwriting and completions teams to help progress cases efficiently. This is a fantastic entry‑level opportunity for someone looking to build a career within financial services, particularly within the mortgage sector.
Your responsibilities will include…
- Handling inbound calls from mortgage intermediaries regarding cases in progress (pre‑ and post‑offer).
- Responding to broker queries across multiple channels, including phone and email.
- Providing clear, accurate, and timely updates on application status.
- Liaising with internal teams, including Underwriting and Completions, to progress cases.
- Ensuring all activities are processed in line with agreed SLAs.
What's in it for you?
We offer a base salary dependent of £24,550 and a competitive benefits package including:
- Enhanced family‑focused benefits
- Access to Private Medical Insurance and Medical Cash Plan
- 28 days annual leave plus bank holidays
About us
OSB Group is a specialist mortgage lender and retail savings bank. Alongside passion for our products and customers, we’re passionate about our people and want to continue building a collaborative and engaging environment!
Do you have the skills?
We are looking for talented individuals who have the experience and knowledge set out below:
- Previous experience in a similar role.
- A good standard of communication & listening skills is essential.
- GCSE’s or equivalent in Maths and English.
We are proud to be a Disability Confident employer and are committed to creating an inclusive and accessible workplace where everyone can thrive. We welcome applications from people of all backgrounds and encourage candidates with disabilities and long‑term health conditions to apply. We champion diversity at all levels, with Board‑level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.
Case Update Assistant in Fareham employer: OneSavings Bank Plc
Interbay, located in the vibrant Solent Business Park in Fareham, is an excellent employer that prioritises employee growth and a collaborative work culture. As a Case Update Assistant, you will benefit from a competitive salary, enhanced family-focused benefits, and access to private medical insurance, all while being part of a supportive team dedicated to your professional development in the financial services sector.
StudySmarter Expert Advice🤫
We think this is how you could land Case Update Assistant in Fareham
✨Get Involved with Campus Finance Societies
Join your university's finance or investment society — they're a goldmine for networking, guest lectures, and career fairs. These societies often host employers looking for entry-level talent like you, so get involved and make yourself known!
✨Attend Industry Workshops and Webinars
Look for workshops and webinars focused on banking and financial services. These events not only boost your knowledge but also let you connect with industry professionals who could help you land that entry-level role at places like OneSavings Bank Plc.
✨Leverage LinkedIn for Informational Interviews
Take advantage of LinkedIn to reach out to professionals working in banking, especially those who've started in entry-level positions. Politely ask for a quick chat about their experience and any advice they might have on breaking into the field.
✨Apply Directly through Company Websites
Don't just rely on job boards. Head directly to OneSavings Bank Plc's careers page and look for their entry-level openings. They might have opportunities that aren’t advertised widely, so keep checking back for new listings!
We think you need these skills to ace Case Update Assistant in Fareham
Some tips for your application 🫡
Splash Your Skills on Your CV:In the banking and financial services realm, it's all about numbers and analysis. Make sure to highlight any relevant coursework, internships, or projects where you've used skills like financial modelling, data analysis, or risk assessment. Show us you can crunch those numbers!
Educational Achievements Matter:For an entry-level role, your grades and academic accomplishments are key. If you have any certifications, like CFA Level 1 or something similar, don’t forget to include them. We love seeing ambition and commitment to the industry, so flaunt those achievements!
Craft a Personal Touch in Your Cover Letter:Your cover letter is your chance to show us your enthusiasm for banking and finance! Share why you're passionate about the industry and how your studies or previous experiences have prepared you for this role. We want to see that spark and motivation!
Use the Right Format and Language:In banking, clarity is king. Use a clean, professional format for your CV and cover letter. Make sure to avoid jargon, but don’t shy away from technical terms where appropriate – just keep it all clear and easy to read. Let’s see your professionalism shine through!
How to prepare for a job interview at OneSavings Bank Plc
✨Brush Up on Your Financial Knowledge
Since you're diving into the banking and financial services industry, make sure you're up to speed with current market trends and financial concepts. Be prepared to discuss things like interest rates and investment strategies, as you might get some technical questions that gauge your understanding.
✨Show Off Your Analytical Skills
Analytical skills are key in banking, so be ready to showcase how you've used them in your studies or any relevant projects. Prepare to tackle case studies or hypothetical financial scenarios during the interview that require you to analyse data and make informed decisions.
✨Demonstrate Your Team Spirit
As this is an entry-level role, they’ll likely look for how well you can collaborate and fit into their team. Think of examples from group projects or internships where you successfully worked with others. It'll help show that you're keen to learn and grow in a team-oriented environment.
✨Prepare Thoughtful Questions
Approach your interview with curiosity! Prepare insightful questions that reflect your knowledge of the industry, such as asking about the latest technology being implemented in their services. It shows you're genuinely interested in the company's operations and future.
