Mortgage Case Manager / Administrator in Glasgow

• We are seeking a dedicated and compassionate Case Manager to join our team. The ideal candidate 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.

Duties

• Telephone Manner – the successful candidate will 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.
• Filling- correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience

• Previous experience in case management or a related field is preferred.
• 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.
• 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.

If you are passionate about making a difference in people's lives and possess the required skills, we encourage you to apply for this rewarding opportunity as a Case Manager.