At a Glance
- Tasks: Support clients in managing mortgage cases and coordinating services.
- Company: Dynamic financial services firm based in Hamilton.
- Benefits: Salary between £28,000 - £38,000 plus monthly bonuses.
- Other info: Join a vibrant office 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 required.
The predicted salary is between 31500 - 38500 £ per year.
- Mortgage Case Manager
- £28,000 - £38,000 DOE + monthly bonus potential
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
As a leading employer in the Fire & Security industry, our company offers an exceptional work environment in Edinburgh, where innovation and teamwork thrive. We provide competitive salaries with high uncapped earning potential, comprehensive training, and opportunities for career advancement, ensuring that our employees can grow both personally and professionally while making a meaningful impact in their roles.
