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- Tasks: Manage mortgage applications and provide top-notch customer service.
- Company: Join a passionate specialist mortgage lender focused on later life products.
- Benefits: Enjoy a hybrid work model with flexibility and a competitive salary.
- Why this job: Be the first point of contact for customers and make a real impact.
- Qualifications: Customer service experience and strong organizational skills are essential.
- Other info: Work in a supportive team environment with a focus on compliance.
The predicted salary is between 18400 - 21000 £ per year.
Mortgage Case Manager Glasgow – hybrid (min 3 days each week in the office) Salary to £27K per annum As a Mortgage Case Manager, you will manage a busy pre-offer pipeline of applications and liaise with brokers to obtain underwriting documents. You will be well organised and have excellent attention to detail. This role is the first point of contact for their customers, so you will enjoy delivering exceptional customer service in a timely manner. Our client, a specialist, manual, mortgage lender based in Glasgow is seeking 2 mortgage case managers to join their busy team. They are a technology-driven brand, shaking up the market by offering improved customer results through tech, and by offering exceptional customer service. Duties of the Case Manager will include: * Managing a busy pre-offer pipeline of applications and liaising with brokers to obtain underwriting documents. * Working closely with the underwriting team to ensure applications are progressed efficiently and accurately, meeting KPI’s. * Answering customer queries, with the key objective of first-time resolution. The successful candidate will possess: * Mortgage case management experience. * An understanding of the current regulatory landscape in respect of data protection, Money Laundering and treating customers fairly. * Strong organisational skills with an ability to work to strict deadlines maintaining accuracy. You will work in a supportive and collaborative environment with a Wellbeing Calendar focused on supporting mental, physical and financial wellbeing. You will be offered a competitive salary and a wealth of benefits including 30 days holiday plus bank holidays, Health cash plan, Growth Shares, Salary Sacrifice pension scheme & Employee assistance programme. If this role appeals to you, please do apply today and we will respond promptly
Mortgage Case Manager employer: Ultimate Banking
Contact Detail:
Ultimate Banking Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Familiarize yourself with the mortgage industry, especially focusing on later life mortgage products. Understanding the specific needs of customers aged 50+ will help you stand out as a candidate who truly cares about their clients.
✨Tip Number 2
Highlight your customer service experience during any interactions. Since this role is customer-centric, demonstrating your ability to deliver exceptional service will be crucial in making a positive impression.
✨Tip Number 3
Brush up on your knowledge of regulatory guidelines related to Data Protection and Anti Money Laundering. Being well-versed in these areas will show that you are serious about compliance and can handle sensitive information responsibly.
✨Tip Number 4
Demonstrate your organizational skills by discussing how you manage multiple tasks and deadlines effectively. Providing examples of how you've successfully handled busy workloads in the past will illustrate your capability for this role.
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Understand the Role: Make sure to thoroughly read the job description for the Mortgage Case Manager position. Highlight the key responsibilities and required skills, such as customer service experience and attention to detail, to tailor your application accordingly.
Craft a Tailored CV: Your CV should reflect your relevant experience in customer service and any knowledge of regulatory guidelines. Use specific examples that demonstrate your organizational skills and ability to meet deadlines.
Write a Compelling Cover Letter: In your cover letter, express your passion for customer service and how it aligns with the company's values. Mention your understanding of the mortgage industry and your commitment to compliance with regulations.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for the Mortgage Case Manager role.
How to prepare for a job interview at Ultimate Banking
✨Show Your Customer-Centric Approach
Since the role emphasizes exceptional customer service, be prepared to share specific examples of how you've successfully managed customer interactions in the past. Highlight your ability to empathize with customers and resolve their issues effectively.
✨Demonstrate Your Attention to Detail
Given the importance of accuracy in this role, discuss instances where your meticulous attention to detail made a significant difference in your work. You could mention how you ensured compliance with regulations or how you managed documentation efficiently.
✨Understand Regulatory Guidelines
Familiarize yourself with the current regulatory landscape, especially regarding Data Protection and Anti Money Laundering. Be ready to discuss how you have adhered to these guidelines in previous roles or how you would approach compliance in this position.
✨Prepare for Scenario-Based Questions
Expect scenario-based questions that assess your problem-solving skills and ability to manage a busy pipeline. Practice articulating how you would prioritize tasks and communicate with brokers and the underwriting team to ensure smooth application processing.
