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Mortgage Case Handler
4 months ago
**Overview**:
**Duties**:
- Tracking the whole mortgage process - from decision in principle stage to completion
- Ensuring compliance and chasing documentation
- Providing first-class service to solicitors, brokers, clients and internal staff
- General administrative tasks
- Managing a customer relationship database of client records in order to target clients for further business at the end of their product period
- Providing a front-of-house/reception duty for the office and being the first port of call for telephone enquiries.
- Developing skills to underwrite insurance policies as well as arranging life cover and covering administration relating to protection policies
**Experience**:
- Previous experience in a similar role preferred but not required
- Basic skills to perform calculations accurately
- Familiarity with financial services terminology is a plus
- Strong attention to detail and organisational skills
- Ability to work independently and as part of a team
- Excellent communication skills, both written and verbal
**Benefits**:
- Competitive salary based on experience
- Opportunities for career growth and advancement within the company
- Comprehensive training program provided
- Health insurance benefits package available
**Job Types**: Part-time, Permanent
**Salary**: £17,160.00 per year
Expected hours: 27.5 per week
**Benefits**:
- Company pension
- Free parking
- Private medical insurance
- Work from home
Schedule:
- Day shift
- Monday to Friday
- No weekends
Work Location: In person
Expected start date: 01/04/2024