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Mortgage Case Management Specialist
2 months ago
We are seeking a highly organized and detail-oriented Financial Services Case Manager to join our team at Finamply. As a key member of our Financial Services business, you will play a critical role in providing administrative support to our mortgage operations.
Key Responsibilities- Case Management: Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
- Liaison and Communication: Liaise with Lenders to ensure cases received, outstanding items are obtained and Valuation Instructed.
- Client Support: Liaising with Solicitors on Offer to manage the case through to completion.
- Customer Service: Making and receiving phone calls to deal with client enquiries at any stage of the mortgage process.
- Workflow Management: Proactively and accurately maintaining Workflow progress of each case on Midas Pro.
- Problem-Solving: Proactively managing updates and liaising with Advisers / Clients to ensure a first-class customer service.
- Communication Skills: A confident communicator, able to build strong relationships and work closely with all types of people and businesses, from underwriters to administrators.
- Accuracy and Attention to Detail: Ability to work in a fast-paced environment maintaining a high level of accuracy.
- Self-Sufficiency: Ability to work self-sufficiently within a team.
- Business Acumen: Able to work within defined business processes.
- Data Protection: Awareness and discretion when dealing with personal client data and information.
- Problem-Solving: Have a problem-solving attitude to avoid delays on workflow.
- Organizational Skills: Organisation to manage your workload and prioritise tasks.
- Time Management: Superb time management, decision making and problem solving skills.
At Finamply, we're on a mission to simplify the mortgage process for home buyers. We are proud to be an independent, multi-award-winning Financial Services and Property group, with more than two decades of experience. Finamply exists beyond 'making a profit', we focus on demonstrating how we value our people and clients, as well as the communities in which we work.
Our CultureWe take great pride in giving the tools, opportunity and time to all of our employees so that they can build a long and fulfilling career in the Financial Services Industry.
Our colleagues are at the heart of our business. They help to make Finamply excel every day. We offer a range of benefits and rewards that support our colleagues, which help to ensure we are a double award winning 'Employer of the Year' and a great place to work.
