At a Glance
- Tasks: Help clients achieve their property goals by managing mortgage applications efficiently.
- Company: A customer-focused company dedicated to exceptional service and support.
- Benefits: Competitive pay, supportive team environment, and opportunities for growth.
- Other info: Join a dynamic team where your contributions truly matter.
- Why this job: Make a real difference in people's lives while developing valuable skills.
- Qualifications: Strong communication skills and a passion for customer service.
The predicted salary is between 30000 - 40000 € per year.
Join us and make a difference in the lives of those pursuing their property & financial goals. You will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management.
Our company prides itself on providing the top level of customer service, which is achieved by ensuring that customers’ expectations are managed throughout.
As a Case Administrator, you’ll be responsible for:
- Liaising between the customer and the lender to ensure the customer receives the mortgage offer efficiently.
- Submitting mortgage cases to the lenders while making sure accuracy is achieved.
- Proactively manage mortgage cases and complete all administration in a timely and accurate manner.
- Ensuring excellent customer service is maintained throughout the whole process.
- Answering written or verbal enquiries promptly, professionally, and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
- Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser, and lender).
- Handling client documents in a compliant manner that’s aligned with GDPR.
- Accurately tracking and taking notes on all actions and communications on an event log.
- Managing and prioritising own workload and diary to ensure timeframes and deadlines are met.
- Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders, and solicitors.
Case Manager in Bath employer: Windsor Hill Mortgages Limited
At our company, we are dedicated to fostering a supportive and dynamic work environment where Case Managers can thrive. With a strong emphasis on professional development, we offer comprehensive training and growth opportunities, ensuring that our employees are well-equipped to excel in their roles. Located in a vibrant area, we pride ourselves on our commitment to exceptional customer service, making us an employer of choice for those looking to make a meaningful impact in the financial sector.
Contact Detail:
Windsor Hill Mortgages Limited Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager in Bath
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage and finance industry. You never know who might have a lead on a Case Manager position or can put in a good word for you.
✨Tip Number 2
Prepare for interviews by practising common questions related to customer service and case management. We recommend role-playing with a friend to boost your confidence and refine your answers.
✨Tip Number 3
Showcase your organisational skills! During interviews, share examples of how you've managed multiple tasks or deadlines effectively. This will highlight your ability to handle the workload of a Case Manager.
✨Tip Number 4
Apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are genuinely interested in joining our team.
We think you need these skills to ace Case Manager in Bath
Some tips for your application 🫡
Tailor Your Application:Make sure to customise your CV and cover letter for the Case Manager role. Highlight your experience in processing applications and managing customer relationships, as this will show us you understand what we're looking for.
Showcase Your Communication Skills:Since you'll be liaising with customers and lenders, it's crucial to demonstrate your written communication skills. Use clear and professional language in your application to reflect how you would communicate in the role.
Highlight Your Attention to Detail:Accuracy is key in this role, so make sure to mention any experience you have with meticulous administration or risk management. We want to see that you can handle client documents and mortgage cases without a hitch!
Apply Through Our Website:We encourage you 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 us you're keen to join our team!
How to prepare for a job interview at Windsor Hill Mortgages Limited
✨Know Your Stuff
Before the interview, make sure you understand the mortgage application process inside out. Familiarise yourself with common terms and procedures so you can confidently discuss how you would manage cases and liaise with customers and lenders.
✨Showcase Your Communication Skills
Since this role involves a lot of communication, be prepared to demonstrate your written and verbal skills. You might be asked to role-play a scenario where you handle a customer enquiry, so practice being clear, professional, and courteous in your responses.
✨Highlight Your Organisational Skills
As a Case Manager, you'll need to juggle multiple applications at once. Be ready to share examples from your past experiences where you successfully managed your workload and met deadlines. This will show that you can handle the fast-paced environment.
✨Emphasise Customer Service Excellence
The company prides itself on top-notch customer service, so come prepared with examples of how you've gone above and beyond for customers in previous roles. Discuss how you manage expectations and maintain positive relationships with clients and stakeholders.
