At a Glance
- Tasks: Manage mortgage applications and liaise with brokers for underwriting documents.
- Company: Join a tech-driven mortgage lender in Glasgow, transforming customer service in the industry.
- Benefits: Enjoy 30 days holiday, health cash plan, growth shares, and a supportive wellbeing programme.
- Other info: Hybrid work model with at least 3 days in the office.
- Why this job: Be the first point of contact for customers and deliver exceptional service in a collaborative environment.
- Qualifications: Experience in mortgage case management and knowledge of regulatory standards required.
The predicted salary is between 21600 - 37800 £ per year.
Case Manager
Milton Keynes / Hybrid
Up to £29k
Do you want to work for a vibrant company who have drive and ambition but put their
employees at the heart of what they do? Our client is exactly that company. They believe
in working hard to achieve their goals, but they want their staff to have fun and a work
life balance
As their Case Manager, you will be, you will be responsible for managing mortgage applications from initial receipt through to completion. You will ensure all cases are fully packaged and compliant with internal policies and regulatory requirements before being assessed by the underwriting team. This role requires proactive communication with stakeholders, attention to detail, and a strong understanding of mortgage processes, particularly in the Buy-to-Let (BTL) sector.
Our client offers a hybrid approach to the working week, with 2 days based at their head office (Mondays and Thursdays) and the remainder working remotely.
Duties will include:
- To process mortgage applications to pre-defined standards and service level agreements from initial receipt through to completion.
- Manage a case pipeline, ensuring applications are proactively managed to offer stage.
- Assessment of all supporting documentation, identifying issues that require an escalation to the underwriting team.
- Deliver a first-class proactive customer service through inbound and outbound communication by telephone, email and letter to all case stakeholders including introducers, service suppliers, reference providers and occasionally applicants
The successful candidate will possess:
- Comprehensive understanding of the mortgage lifecycle, from application to completion.
- Strong knowledge of Buy-to-Let (BTL) lending, including Limited Company, HMO, and Multi-Let structures.
This is a fantastic opportunity for a mortgage professional looking for a new opportunity where they can really grow and learn within an organisation.
Along with a competitive salary, our client offers a hybrid working pattern, contributory pension scheme, private medical insurance and dental cover, 2 additional days holiday over Christmas and more!
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Glasgow
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like Ultimate Banking. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from Ultimate Banking.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like Ultimate Banking. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage Case Manager in Glasgow
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in Ultimate Banking and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show Ultimate Banking how you can be a team player!
How to prepare for a job interview at Ultimate Banking
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with Ultimate Banking.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with Ultimate Banking's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
