Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Support clients by assessing needs and coordinating services in mortgage case management.
- Company: Join a compassionate team dedicated to helping clients navigate financial services.
- Benefits: Gain valuable experience, develop skills, and enjoy a supportive work environment.
- Why this job: Make a real difference in clients' lives while enhancing your professional skills.
- Qualifications: Experience in case management or financial services and strong communication skills.
- Other info: Opportunity for growth in a dynamic and rewarding field.
The predicted salary is between 36000 - 60000 £ per year.
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.
- Filing – 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.
Mortgage Case Manager employer: The Mortgage Exchange Ltd
Contact Detail:
The Mortgage Exchange Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Network like a pro! Reach out to your connections in the financial services sector and let them know you're on the hunt for a Mortgage Case Manager role. You never know who might have the inside scoop on job openings or can put in a good word for you.
✨Tip Number 2
Practice your telephone manner! Since this role requires excellent communication skills, grab a friend and do some mock calls. Focus on speaking with confidence and empathy, just like you would with clients. It’ll help you stand out during interviews!
✨Tip Number 3
Show off your organisational skills! When you get the chance to interview, be ready to discuss how you manage case updates and paperwork. Share examples of how you've kept things in order in previous roles – it’ll show you’re the right fit for the job.
✨Tip Number 4
Don’t forget to apply through our website! We’ve got loads of opportunities waiting for you, and applying directly can give you an edge. Plus, it’s super easy to navigate and keeps everything in one place for us to review your application quickly.
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Show Your Passion for Helping Others: When writing your application, let us see your dedication to supporting clients. Share any experiences where you've made a positive impact on someone's life, especially in financial services or case management.
Highlight Your Communication Skills: Since you'll be dealing with clients and lenders, it's crucial to showcase your excellent telephone manner. Use clear and confident language in your application to demonstrate how you can communicate effectively and empathetically.
Be Detail-Oriented: We love candidates who pay attention to detail! Make sure your application is well-organised and free of errors. Mention any experience you have with CRM systems or managing paperwork, as this will show us you're ready to keep everything in order.
Apply Through Our Website: Don't forget to submit your application through our website! It’s the best way for us to receive your details and ensures you’re considered for the role. Plus, it shows you’re keen to join our team at StudySmarter!
How to prepare for a job interview at The Mortgage Exchange Ltd
✨Know Your Stuff
Make sure you brush up on your knowledge of financial services and basic maths skills. Be prepared to discuss how you've used these skills in previous roles, as this will show your understanding of the job requirements.
✨Master the Telephone Manner
Since you'll be dealing with clients over the phone, practice speaking clearly and confidently. Role-play with a friend or family member to refine your telephone manner, focusing on empathy and professionalism.
✨Showcase Your Objection-Handling Skills
Think of examples from your past experiences where you successfully handled objections or difficult conversations. This will demonstrate your ability to manage client concerns effectively during the interview.
✨Get Familiar with CRM Systems
If you have experience with CRM systems, be ready to discuss it. If not, do a bit of research on common systems used in case management. Showing that you're tech-savvy can give you an edge!
