At a Glance
- Tasks: Support clients in managing mortgage cases and coordinate services effectively.
- Company: Dynamic financial services firm based in Hamilton with a supportive team.
- Benefits: Salary between £28,000 - £38,000 plus monthly bonuses and full-time hours.
- Other info: Join a vibrant office environment with opportunities for growth and training.
- 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 - or by sending it to info(at)realise-recruitment.co.uk.
Mortgage Case Manager in Hamilton employer: Realise Recruitment Ltd
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StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Hamilton
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Realise Recruitment Ltd. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Realise Recruitment Ltd.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Realise Recruitment Ltd. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage Case Manager in Hamilton
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Realise Recruitment Ltd and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Realise Recruitment Ltd how you can be a team player!
How to prepare for a job interview at Realise Recruitment Ltd
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Realise Recruitment Ltd.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Realise Recruitment Ltd's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
