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For Companies At a Glance
- Tasks: Manage finance applications from submission to completion, ensuring smooth processing.
- Company: Join a growing specialist mortgage brokerage in Fleet, Hampshire.
- Benefits: Enjoy hybrid work options and a competitive salary of up to £35,000.
- Why this job: Be part of a dynamic team, delivering exceptional customer service and making a real impact.
- Qualifications: Experience in case management or mortgage administration is preferred; strong communication skills are essential.
- Other info: Receive expert support throughout your career journey with Stellar Select.
The predicted salary is between 28000 - 35000 £ per year.
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
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. This knowledge will help you speak confidently about your understanding of the role during interviews.
✨Tip Number 2
Highlight any experience you have with CRM systems, especially OMS, as this is desirable for the role. If you have used similar systems, be prepared to discuss how you managed workflows and maintained records.
✨Tip Number 3
Demonstrate your customer service skills by preparing examples of how you've effectively communicated with clients in previous roles. Being able to showcase your ability to manage client expectations will set you apart.
✨Tip Number 4
Practice managing a high-volume caseload in mock scenarios. This will help you articulate your organisational skills and ability to prioritise tasks under pressure, which are crucial for the Case Manager position.
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 Key Skills: In your application, focus on skills such as organisation, communication, and attention to detail. Provide examples of how you've successfully managed a high-volume caseload in the past, as this will demonstrate your suitability for the position.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your professionalism and attention to detail, which are crucial for a Case Manager.
How to prepare for a job interview at Stellar Select Limited
✨Know Your Case Management Basics
Brush up on your knowledge of case management processes, especially in the mortgage sector. Be prepared to discuss your previous experiences and how they relate to managing finance applications effectively.
✨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 difficult situations and maintain communication with stakeholders.
✨Familiarise Yourself with Compliance
Understanding risk and compliance frameworks, including GDPR, is crucial. Prepare to discuss how you ensure compliance in your work and any relevant experiences you have in maintaining accurate records.
✨Showcase Your Organisational Skills
This role requires managing multiple applications simultaneously. Be ready to share strategies you use to stay organised and prioritise tasks, especially under tight deadlines.
