Financial Services Business Support Manager

7 days ago

Herne Bay, Kent, United Kingdom Finamply Full time
About the Role

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 team and ensuring the smooth operation of our mortgage case management process.

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, and with Solicitors on Offer to manage the case through to completion.
  • Client Support: Make and receive phone calls to deal with client enquiries at any stage of the mortgage process, and proactively and accurately maintain Workflow progress of each case on Midas Pro.
  • Problem-Solving and Initiative: Proactively manage updates and liaise with Advisers / Clients to ensure a first-class customer service, and have a problem-solving attitude to avoid delays on workflow.
Requirements
  • Communication and Interpersonal Skills: A confident communicator, able to build strong relationships and work closely with all types of people and businesses, from underwriters to administrators.
  • Organizational and Time Management Skills: Ability to work in a fast-paced environment maintaining a high level of accuracy, and organisation to manage your workload and prioritise tasks.
  • Discretion and Confidentiality: Awareness and discretion when dealing with personal client data and information.
  • Problem-Solving and Initiative: Have a problem-solving attitude to avoid delays on workflow, and be proactive and able to use your initiative to avoid delays and keep an application going.
About Finamply

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 Culture

We 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, and 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.

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