At a Glance
- Tasks: Support clients in navigating mortgage processes and coordinating services.
- Company: Dynamic financial services firm based in Hamilton.
- Benefits: Competitive salary, monthly bonuses, and a supportive work environment.
- Other info: Join a vibrant team with opportunities for growth and development.
- Why this job: Make a real difference in clients' lives while developing your financial expertise.
- Qualifications: Experience in mortgage case management or financial services is essential.
The predicted salary is between 28000 - 38000 £ per year.
We are looking for an experienced Mortgage Case Manager or potentially an experienced Financial Services Administrator for a fantastic role with our client in Hamilton, where the role will be fully office based. You will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.
Traits and responsibilities:
- Telephone Manner – must have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.
- Chasing – contacting clients to get any relevant information that the lenders have requested.
- Contacting lenders to get the case processed and offered as quickly as possible.
- Case updates – updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.
- Filing - correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.
Experience needed:
- Previous experience in mortgage case management or a related financial services field is required.
- Knowledge of financial services is essential for assisting clients with budgeting and resource management.
- Basic maths skills are required to help clients understand financial concepts effectively.
- Strong interpersonal skills with the ability to build rapport with diverse populations.
- Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
- A compassionate approach with a commitment to supporting individuals in need is vital for this role.
- A thorough understanding of mortgage process.
- A meticulous approach to paperwork, accuracy of data entry/electronic filing is essential.
- Whilst training will be given in a live environment, your ability to multi-task in a vibrant office is essential.
- A strong understanding of Adobe, MS Word and MS Excel is essential.
- Use of the company’s CRM system will be trained.
- A clear, concise, polite and assertive telephone manner is essential.
The salary for the role will be between £28,000 - £38,000 depending on experience, with additional bonus potential of between £200 - £300 per month also available. 40 hours per week, working business hours Monday – Friday.
If you feel that you meet the requirements for this role and would like to apply, then please do so with your CV in Word format via the application link provided.
Mortgage Case Manager in Hamilton employer: Realise Recruitment Careers
Join a dynamic and ambitious company as a Fire & Security Engineer, where you will benefit from a competitive salary of up to £42,000, a company vehicle, and opportunities for professional growth. Our supportive work culture encourages continuous learning, allowing you to expand your expertise beyond fire and security systems into other technology products. Based in Lanarkshire, we offer a rewarding environment for those looking to make a meaningful impact in Central Scotland and beyond.
Contact Details:
Realise Recruitment Careers Recruitment Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Hamilton
✨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 Realise Recruitment Careers. 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 Hamilton
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 Realise Recruitment Careers.
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 Realise Recruitment Careers'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 Realise Recruitment Careers
✨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 Realise Recruitment Careers.
✨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 Realise Recruitment Careers 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 Realise Recruitment Careers 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.
