Mortgage Telephone Case Manager

4 weeks ago


Macclesfield Cheshire, United Kingdom Reed Full time

Are you from a Banking, Insurance, Estate Agency, Financial Services, Legal, Sales or similar background?
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Based in their new Macclesfield office, you will be responsible for processing client loan applications from enquiry through to completion, ensuring first-class customer service and compliance.
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Efficiently manage daily post for each client case, including logging information onto the system, ensuring adherence to lender criteria and legal requirements, and progressing the case swiftly
Proactively chase clients, building societies, and surveyors for document receipt to provide prompt service
Act as the first point of contact for the client, over the phone and via email
What would help you succeed in the role?

Experience working in a regulated environment would be a bonus – but not essential
Good telephone manner and customer service skills
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loan case manager #loan processor #mortgage administrator #mortgage case manager #financial administrator
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