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Case Management Specialist
3 months ago
Cavendish House Recruitment Careers is seeking a dedicated Mortgage Administrator/Case Handler to enhance our dynamic team.
Position Overview
In this pivotal role, you will deliver essential administrative assistance to our Mortgage Advisors. Your responsibilities will encompass:
- Addressing client inquiries with professionalism and efficiency.
- Scheduling appointments for our advisors to optimize client interactions.
- Coordinating with mortgage lenders and clients to facilitate the seamless progression of mortgage applications, proactively following up to mitigate any potential delays.
- Engaging with insurance providers and clients to ensure the effective handling of protection business, diligently following up to confirm that policies are established.
- Generating suitability letters for protection cases as required.
- Maintaining the accuracy of the company database, ensuring that all assigned tasks are reviewed on a daily basis.
- Taking ownership of client-related issues to ensure satisfactory resolutions.
- Supporting various administrative or office-related tasks as necessary.
