At a Glance
- Tasks: Manage mortgage applications and ensure excellent client service throughout the process.
- Company: Join a dynamic financial advisory firm in Corsham with a supportive team culture.
- Benefits: Competitive salary, full-time hours, and opportunities for professional growth.
- Other info: Collaborative environment with a focus on continuous improvement and career development.
- Why this job: Be the first point of contact for clients and make a real difference in their mortgage journey.
- Qualifications: 5 GCSEs at grade 5/C or above and 2 years' experience in a financial advisory role.
The predicted salary is between 30000 - 40000 £ per year.
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.
Key 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.
By applying for this role you give permission for Purely Recruitment to submit your personal information contained within your CV or any other relevant information provided in order for the prospective employer to review your application for the specific role applied for. Purely recruitment will not submit or use your personal information for any other purposes other than for searching for alternative employment.
Mortgage Case Manager in Corsham employer: Purely Recruitment Solutions
Join our Corsham branch as a Mortgage Case Manager, where we prioritise a supportive work culture that fosters professional growth and development. Enjoy a collaborative environment with opportunities to enhance your skills while providing exceptional service to clients and advisers alike. With a commitment to employee well-being and a focus on efficient processes, we offer a rewarding career path in the heart of a vibrant community.
Contact Details:
Purely Recruitment Solutions Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Corsham
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage industry and let them know you're on the hunt for a Mortgage Case Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of lender requirements and mortgage processes. We want you to be able to impress with your expertise and show that you're ready to hit the ground running!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can go a long way in keeping you top of mind. Plus, it shows your enthusiasm for the role and your commitment to excellent client service.
✨Tip Number 4
Don't forget to check our website for the latest job openings! Applying directly through us not only gives you a better chance but also keeps you in the loop about any new opportunities that pop up.
We think you need these skills to ace Mortgage Case Manager in Corsham
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Case Manager role. Highlight your experience in managing mortgage applications and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're the perfect fit for this role. Share specific examples of how you've provided excellent client service and managed workflows effectively. Let us know what makes you tick!
Show Off Your Communication Skills:Since communication is key in this role, make sure your application reflects your strong communication skills. Whether it's through your writing style or the clarity of your examples, we want to see that you can engage with clients and colleagues effortlessly.
Apply Through Our Website:We encourage you to apply directly through our website. It’s the easiest way for us to receive your application and ensures you’re considered for the role. Plus, it shows us you’re keen on joining our awesome team at StudySmarter!
How to prepare for a job interview at Purely Recruitment Solutions
✨Know Your Stuff
Make sure you understand the mortgage process inside out. Familiarise yourself with common terms and procedures, as well as the specific requirements of the company you're interviewing with. This will help you answer questions confidently and show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Mortgage Case Manager, communication is key. Prepare examples of how you've effectively communicated with clients and colleagues in the past. Think about times when you resolved issues or provided excellent service, and be ready to share these stories during your interview.
✨Demonstrate Your Organisational Skills
This role requires strong organisational abilities. Be prepared to discuss how you manage your workload and prioritise tasks. You might even want to bring along a sample of your organisational tools or methods to illustrate your approach.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the team dynamics, the company's approach to client service, or how they handle challenges in the mortgage process. This shows your enthusiasm for the role and helps you determine if it's the right fit for you.
