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For Companies At a Glance
- Tasks: Manage mortgage applications from start to finish, ensuring smooth processing and exceptional customer service.
- Company: Join a growing specialist mortgage brokerage that values transparency and career development.
- Benefits: Enjoy hybrid working, competitive salary, and expert support throughout your career journey.
- Why this job: Be part of a dynamic team, enhance your skills, and make a real impact in finance.
- Qualifications: Previous experience in case management or mortgage administration is essential; strong communication skills required.
- Other info: Receive personalised interview prep and market insights to boost your career prospects.
The predicted salary is between 28000 - 35000 £ per year.
Job Description
Job Title: Case Manager
Location: Fleet, Hampshire, Hybrid 3 days a week in the office, 2 days WFH
Salary: Up to £35,000
Hours: Monday to Friday, 9:00 am to 5:30 pm
About our Client and the role of Case Manager:
We are working closely with our client, a specialist mortgage brokerage, as they expand their team with the addition of experienced Case Managers. This role provides an opportunity to join a growing business where you will play a critical part in managing finance applications from submission through to completion. You will support Finance Consultants and work closely with key stakeholders including Underwriters, Brokers, Risk Teams, Solicitors, and Valuers.
The successful candidate will demonstrate a high standard of customer service, administrative efficiency, and the ability to manage multiple applications with accuracy and attention to detail. This is a hands-on role suited to someone with previous experience in mortgage case management or processing, ideally within residential or property finance.
Responsibilities for the role of Case Manager:
- Manage a pipeline of property investment and development finance cases
- Liaise between customers and lenders to ensure smooth and timely processing of mortgage applications
- Proactively manage each case from application to completion, maintaining service levels and meeting deadlines
- Deliver exceptional customer service by promptly responding to written and verbal enquiries
- Ensure that clients are updated throughout the application process, and all stakeholders remain informed
- Maintain detailed and accurate records of all communication and actions in system event logs
- Track applications and follow internal processes in line with risk and compliance frameworks, including GDPR
- Carry out credit checks and review reports as part of the packaging process
- Accurately package cases with all necessary documentation for submission to lenders
- Coordinate the release of completion funds with relevant parties
- Work closely with internal departments and external contacts to ensure the timely and efficient progression of each case
- Assist with general administrative duties relating to case management
- Use internal CRM systems (OMS preferred) for all workflow management and reporting
Experience required for the role of Case Manager:
- Experience in a similar case management or mortgage administration role
- Experience within banking, financial services, or property finance is preferred
- Previous experience processing residential mortgage cases is advantageous
- Proficient in handling a high-volume caseload while maintaining accuracy and efficiency
- Exceptional written and verbal communication skills
- Highly organised with the ability to prioritise a busy workload and work to tight deadlines
- Experience using OMS CRM is desirable
Trusting Stellar Select:
At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.
Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.
Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:
- Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
- Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
- 1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
- Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
- Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations.
- Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
- Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
- Matching to Other Roles: Your journey doesn't end with one opportunity. We explore matches to other roles based on your experience and interests.
- Referral Programs: Spread the word and be rewarded.
For more information regarding the role of Case Manager please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.
Case Manager employer: Stellar Select Limited
Contact Detail:
Stellar Select Limited Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager
✨Tip Number 1
Familiarise yourself with the mortgage application process and key stakeholders involved, such as underwriters and solicitors. Understanding their roles will help you communicate effectively during the interview.
✨Tip Number 2
Highlight your experience in managing a high-volume caseload. Be prepared to discuss specific examples of how you've maintained accuracy and efficiency under pressure, as this is crucial for the Case Manager role.
✨Tip Number 3
Demonstrate your customer service skills by preparing examples of how you've handled client inquiries or resolved issues in previous roles. This will show your potential employer that you can deliver exceptional service.
✨Tip Number 4
Research the company and its values. Being able to articulate why you want to work for them and how you align with their mission can set you apart from other candidates during the interview process.
We think you need these skills to ace Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in case management or mortgage administration. Emphasise your ability to manage multiple applications and provide exceptional customer service, as these are key aspects of the role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities outlined in the job description. Mention your previous experience in property finance and how it aligns with the needs of the company. Show enthusiasm for the role and the company.
Highlight Communication Skills: Since the role requires exceptional written and verbal communication skills, provide examples in your application of how you've successfully communicated with clients and stakeholders in past roles.
Showcase Organisational Abilities: Demonstrate your organisational skills by detailing how you have managed a high-volume caseload in previous positions. Use specific examples to illustrate your ability to prioritise tasks and meet tight deadlines.
How to prepare for a job interview at Stellar Select Limited
✨Know Your Case Management Basics
Brush up on your knowledge of mortgage case management processes. Be prepared to discuss your previous experience in managing finance applications and how you ensured accuracy and efficiency in your work.
✨Demonstrate Customer Service Skills
Since exceptional customer service is key for this role, think of examples where you've gone above and beyond for clients. Be ready to explain how you handle enquiries and keep clients informed throughout the application process.
✨Familiarise Yourself with Compliance
Understand the importance of compliance in the mortgage industry, including GDPR regulations. Be prepared to discuss how you have previously managed risk and compliance frameworks in your work.
✨Showcase Your Organisational Skills
This role requires managing a high-volume caseload. Prepare to talk about your strategies for prioritising tasks and meeting tight deadlines, as well as any tools or systems you use to stay organised.
