Remortgage Trainee Case Handler

3 days ago

Peterborough, United Kingdom Taylor Rose Full time

This role involves but is not limited to:

- To work with team members to ensure the highest level of customer service is maintained at all times.
- To organise and prioritise individual caseloads in order to meet the firms and industry targets.
- To respond to client enquiries in a manner conducive to the promotion of business and personal relationships and to ensure that client expectations are met.
- To deal promptly and effectively with all correspondence relating to the matters with which you have conduct..
- To co-operate with the Team Manager & Operational Managers and carry out work as directed by them. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.
- To process all data and information in accordance with the firm’s confidentiality procedures and data protection requirements.
- Processing data accurately and effectively on the case management system.
- Answering inbound phone calls promptly and updating on the status of the case. Be proactive in advising the next steps and what is required to progress the case.
- Making outbound calls, liaising with lenders, mortgage brokers & third parties (where applicable).
- Ensuring the online portal is kept up to date, replying to online portal messages
- Obtaining official copies and documents from the Land Registry.
- Title checking whether property is freehold or leasehold/name and address match, restrictions and other non-standard issues.
- Requesting and frequently chasing redemption statements from current mortgage lenders. Checking redemption statements for penalties and identifying if any shortfall.
- Processing post on a daily basis which will include checking documents, mortgage deed, ID, insurance and questionnaires.
- Chasing outstanding documents from borrowers/brokers by phone, online portal and letter (where applicable).
- Liaising with the borrower to agree a completion date prior to requesting funds from the lender. Calculate the final figures in readiness for completion.

**Requirements**:

- Strong IT Skills
- Strong communication skills both written and verbal
- Proactive approach to working
- Excellent attention to detail
- Good organisational skills
- Ability to work under pressure and to tight deadlines
- Work to targets.
- Upselling of additional products
- Team player
- Ability to work independently and within a team
- Flexible and adapts well to change.

Company Core Values:

- **Aspirations**:To be the best that you can, motivated to do things better, works smarter not harder, embraces changes, learns from mistakes, takes an interest in the vision of the business
- **Integrity**: Open and honest, shows respect, admits mistakes, looks at ways to improve and share ideas
- **Innovation**: Creative and Dynamic, Adaptable to change, seeks ways of doing things better, get involved with work that makes a difference, continuously learns new things for personal development
- **Commitment**: Relationships for the long-term

  • Remortgage Trainee Case Handler

    3 days ago

    Peterborough, United Kingdom Taylor Rose MW Full time

    Taylor Rose MW are a Top 60 Law Firm, looking for a Trainee Case Handler to join the Remortgage Team and begin their legal career. Customer service and/or Banking experience is required. You will also be provided with full training on the job and this offers high progression potential. You will be reporting to and working alongside the Remortgage Team...

  • Case Handler

    2 months ago

    Peterborough, United Kingdom CCA Recruitment Group Full time

    Role - Case Handler Salary - £25,000.00 Location - Peterborough (Office Based) Monday - Friday 9:00 - 17:00 Are you an experienced customer service advisor who is looking for your next career step? If you are this is the ideal role for you!! CCA Recruitment are working alongside our client within the Financial Services Sector who are looking for a...

  • Case Handler

    2 months ago

    Peterborough, United Kingdom CV-Library Full time

    Role - Case Handler Salary - £25,000.00 Location - Peterborough (Office Based) Monday - Friday 9:00 - 17:00 Are you an experienced customer service advisor who is looking for your next career step? If you are this is the ideal role for you!! CCA Recruitment are working alongside our client within the Financial Services Sector who are looking for...

  • Case Handler

    1 month ago

    Peterborough, United Kingdom CCA Recruitment Group Full time

    Role - Case Handler Salary - £25,000.00 Location - Peterborough (Office Based) Monday - Friday 9:00 - 17:00 Are you an experienced customer service advisor who is looking for your next career step? If you are this is the ideal role for you!! CCA Recruitment are working alongside our client within the Financial Services Sector who are looking for a...

  • Call Handler

    7 months ago

    Peterborough, United Kingdom Herts Urgent Care Full time

    TITLE -** Health Advisor** SALARY - £ 10.42- £14.69 LOCATION - Peterborough When patients are ill and need the right medical attention, **HUC** provides the **NHS111** and Out of Hours GP service to 4.5 million patients across Hertfordshire, Cambridgeshire, Bedfordshire, West Essex and the Southwest. **HUC** is thriving, and continued growth has...

  • Call Handler Opportunity

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Wales Medicines Strategy Group Full time

    About This OpportunityWe are looking for individuals with a passion for delivering exceptional patient care to join our team as part-time NHS 111 Call Handlers.Main ResponsibilitiesYour key duties will include managing urgent and non-urgent cases, providing essential medical advice, and assessing patients' conditions using NHS Pathways Software. You will...

  • Technical Claims Handler

    6 months ago

    Peterborough, United Kingdom Activate Group Limited Full time

    **Job title: Technical Claims Handler** **Department: BT Team - Sopp & Sopp** **Location: Halifax or Peterborough (Hybrid working available)** **Hours: 37.5hrs/week** **We're looking for a Technical Claims Handler to be part of our success story.** **Listed in the 2022 Sunday Times 100: Britain's fastest-growing private companies.** **Great career...

  • Technical Claims Handler

    7 months ago

    Peterborough, United Kingdom Activate Group Limited Full time

    **Job title**:Technical Claims Handler **Department**:Commercial Team, Sopp+Sopp **Location**:Peterborough **Hours**:37.5 hours per week. Hybrid 2 days per week in the office. **Salary**:£24,000, plus bonus. **We're looking for a Technical Claims Handler to be part of our success story.** **Listed in the 2022 Sunday Times 100: Britain's...

  • Commercial Property Trainee Role

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Austin Fraser Full time

    Trainee Solicitor Career Pathway at Austin FraserWe offer a structured career progression plan tailored to each individual, providing opportunities to develop your skills and expertise in various legal disciplines. As a trainee solicitor, you will gain valuable experience working on a wide range of cases and projects, developing your analytical and...

  • Complaints Handler

    1 day ago

    Peterborough, United Kingdom RSA Full time

    **The Opportunity** **Complaints Handler** Location: Flexible This is a hybrid role. Office locations can be: Halifax, Peterborough or Sunderland 35 hours per week, Monday to Friday, 9am-5pm **Role Overview**: Your role will involve handling, resolution and follow up of customer complaint calls and correspondence. You will handle FCA regulated and...

  • Estate Agency Sales Specialist

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Finders Keepers Ltd. Full time

    Want to take your career to the next level as a Mortgage Advisor? Finders Keepers Ltd. is recruiting for a highly skilled individual to join our Estate Agency team. With a strong focus on training and development, we'll help you achieve your full potential and unlock new career opportunities.About UsWe're one of the region's largest estate agency networks,...

  • Complaints Resolution Specialist

    2 weeks ago

    Peterborough, Peterborough, United Kingdom CCA Recruitment Group Full time

    Company OverviewCCA Recruitment Group is a leading recruitment agency within the Financial Services Sector, dedicated to connecting top talent with exciting opportunities.We are currently seeking an experienced Complaints Case Handler to join our client's team. This role will involve fact finding, investigating and resolving customer complaints in a...

  • Financial Services Case Handler

    2 weeks ago

    Peterborough, Peterborough, United Kingdom CCA Recruitment Group Full time

    Key ResponsibilitiesThe ideal candidate will have a proven track record of working in a customer-facing environment, with excellent communication and problem-solving skills.The successful candidate will be responsible for managing customer complaints from initial contact to resolution, ensuring that all issues are resolved promptly and fairly.Based on your...

  • Complaints Resolution Specialist

    1 month ago

    Peterborough, Peterborough, United Kingdom CCA Recruitment Group Full time

    About the RoleWe are seeking an experienced Complaints Case Handler to join our client within the Financial Services Sector.Job DescriptionThis is an exciting opportunity for a customer service professional looking to develop their skills in investigating and resolving complaint cases. The ideal candidate will have experience in finding root causes to issues...

  • Customer Service Resolution Specialist

    1 week ago

    Peterborough, Peterborough, United Kingdom CCA Recruitment Group Full time

    Role Overview:We are seeking an experienced Customer Service advisor to take on a new challenge as a Complaints Case Handler. In this role, you will be responsible for fact-finding, investigating, and resolving complaint cases within the Financial Services Sector.About the Role:This is an exciting opportunity for someone looking to develop their skills in...

  • Complaints Investigator

    1 week ago

    Peterborough, Peterborough, United Kingdom CCA Recruitment Group Full time

    Job Description:As a Complaints Case Handler, you will play a crucial role in resolving complaints by gathering information from various sources. Your primary responsibilities will include:Facts-finding and investigation of complaintsCommunication with customers to gather information and resolve complaintsCollaboration with third-party stakeholders to...

  • Trainee Psychological Therapist in Cbt for Psychosis

    7 months ago

    Peterborough, United Kingdom Cambridgeshire and Peterborough NHS Foundation Trust Full time

    CAMEO is an award-winning CPFT Early Intervention in psychosis service offering an age inclusive service (14-65 years) across a three-year pathway with an integrated At risk mental state (ARMS) service. We have an exciting opportunity to offer 1 recruit to train post for a CBTp therapist in our dynamic early intervention service based in Peterborough (CAMEO...

  • Regional Family Lawyer Leader

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Austin Fraser Full time

    We are looking for a highly skilled Regional Family Lawyer Leader to join our team at Austin Fraser. The ideal candidate will have 3+ years of experience in family law and be able to demonstrate their expertise in public work cases.About the Job:Lead a small department in a regional firmSupport a trainee solicitor in their developmentProvide administrative...

  • Patient Support Coordinator

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Wales Medicines Strategy Group Full time

    Job DescriptionHUC seeks individuals with no previous healthcare experience to join our team as part-time NHS 111 Call Handlers.Main Duties:Manage urgent and non-urgent cases, providing essential medical advice.Assess patients' conditions using NHS Pathways Software and direct them to the appropriate healthcare professional or service.Use advanced listening...

  • Healthcare Professional

    2 weeks ago

    Peterborough, Peterborough, United Kingdom Wales Medicines Strategy Group Full time

    About the RoleAs a healthcare professional, you will play a vital role in providing exceptional patient care as a part-time NHS 111 Call Handler.Main ResponsibilitiesYour key duties will include managing urgent and non-urgent cases, providing essential medical advice, and assessing patients' conditions using NHS Pathways Software. You will also receive...