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Specialist Mortgage Case Manager
4 months ago
Specialist Mortgage Case Manager - Ringwood - Salary Up to £30,000
Are you looking to bring your expertise to an award winning Specialist Mortgage finance broker?
Our client supports intermediaries to get the best outcome for their clients. They are based in spacious, modern offices in Ringwood and have an inclusive and dynamic culture.
This specialist Mortgage Case Manager position will be responsible for processing short term lending on commercial enquiries, from application through to completion and processing loans in accordance with the company and lender panel processing guides. The role will involve liaising with brokers, mortgage providers, legal teams and surveyors to ensure a smooth customer journey from start to finish.
Duties will include:-
•Collecting fees from clients where required
•Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies
•Follow the company’s sales process
•Monitor the departments CPD log
•Customer care calls to clients to ensure that the processing is smooth and offer assistance to client's queries if required
•Use the companies CRM system to set review dates for completed loans, therefore creating opportunities for re-sale
•Attend internal sales and lender sales meetings to ensure accurate understanding of the market is obtained (on occasions, or by TEAMS)
•Maintain constant dialogue with clients, brokers and third parties during the processing of every application
•Maintain company standards for CPD through internal training programs, online courses and market research through trade press
•Carefully interpret client documentation to analyse suitability for the lenders.
•Clear understanding of internal suspicious activity reporting with suspicions being raised with T&C Manager or Compliance Director promptly
•Assist other departments with AML checks in addition to specialist sales when required
You will have at least 2 years’ experience processing mortgages or loans and may have come from a Paraplanner back ground or have worked in Mortgage processing, underwriting or financial administration
You will be used to managing a high volume work load ( this role will support approx 150 cases) and prioritising accordingly
Great communication skills are a must.
This is a full time role working 09.00am to 5.30pm Monday to Friday
Salary £26,000 to £30,000 per annum depending on experience
