At a Glance
- Tasks: Manage mortgage applications and provide top-notch client service.
- Company: Join a dynamic financial advisory firm in Corsham.
- Benefits: Competitive salary, supportive team environment, and career growth opportunities.
- Other info: Collaborative culture with a focus on professional development.
- Why this job: Be the go-to person for clients and make a real difference in their mortgage journey.
- Qualifications: 5 GCSEs and 2 years in a Financial Advisory firm required.
The predicted salary is between 31500 - 38500 £ per year.
- Mortgage Case Manager
- Corsham
- Full Time Permanent
- Monday Friday 37.5hrs per week
- Salary is dependent on experience
We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch.
Job Purpose
To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals.
Responsibilities
- Act as the first point of contact for clients on mortgage applications.
- Contact clients within 24 hours of application submission.
- Progress applications through workflow stages in the system.
- Obtain regular updates from lenders/providers and promptly request outstanding information from clients.
- Aim to secure offers within 10 days of application submission.
- Proactively resolve issues (e. g. valuation access).
- Engage lender BDMs where appropriate and challenge decisions or timelines when necessary.
- Stay up to date on lender requirements and timescales, sharing updates with advisers.
- Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable).
- Ensure accurate, complete, and up-to-date client records on Mortgage Keeper.
- Keep advisers informed of case progress and issues.
- Review and check mortgage offers thoroughly before notifying brokers.
- Liaise with introducers as required
- Office Management and Sales Support
- Upload and allocate client documents to the CRM, notifying advisers as appropriate.
- Handle correspondence from lenders/providers, directing it to relevant teams.
- Support directors with ad hoc administrative tasks.
- Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit).
- Maintain accurate records of posted mail and reconcile with company postal bills.
- Support brokers to facilitate sales growth by ensuring effective communication and smooth processes
- Third-Party Referrals
- Refer clients to trusted third parties for additional services where appropriate.
- Other Duties
- Undertake any other reasonable ad hoc tasks.
- Collaborate with colleagues to ensure workloads are completed efficiently.
- Comply with FCA and Money Laundering regulations.
- Act as a customer service champion, upholding company standards and promoting a positive office culture
- Contribute ideas to improve back-office processes and business operations.
- Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations.
- Required Qualifications
5 GCSEs grade 5 / C and above.
Experience
Minimum 2 years working in a Financial Advisory firm.
- Knowledge, Skills and Abilities
- Excellent communication, negotiation and interpersonal skills.
- Proficient in relevant IT systems.
- Highly organised with effective prioritisation and time management.
- Able to work independently.
- Strong team player with relationship-building and negotiation skills.
- Committed to ongoing professional development.
- #J-18808-Ljbffr
Mortgage Case Manager in Corsham employer: Purely Recruitment Solutions Ltd.
Join a dynamic team in Totton where your role as a Workshop Cleaner is vital to maintaining a clean and safe environment. We pride ourselves on fostering a supportive work culture that values reliability and attention to detail, offering opportunities for personal growth and cross-departmental collaboration. Enjoy the benefits of a permanent full-time position with a negotiable salary, all while contributing to a workplace that prioritises hygiene and teamwork.
Contact Details:
Purely Recruitment Solutions Ltd. Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Corsham
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Purely Recruitment Solutions Ltd.. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Case Manager in Corsham
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Purely Recruitment Solutions Ltd..
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Purely Recruitment Solutions Ltd.'s website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Purely Recruitment Solutions Ltd.
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Purely Recruitment Solutions Ltd..
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Purely Recruitment Solutions Ltd. will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Purely Recruitment Solutions Ltd. employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
