Mortgage Case Manager

4 weeks ago


Bath, Bath and North East Somerset, United Kingdom London & Country Mortgages Full time
About the Role

We are seeking a highly organized and detail-oriented Mortgage Case Manager to join our team at London & Country Mortgages.

As a Mortgage Case Manager, you will be responsible for liaising between customers and lenders to ensure the customer receives their mortgage offer efficiently.

You will also be responsible for proactively managing mortgage applications and completing all administration in a timely and accurate manner.

Additionally, you will ensure excellent customer service is maintained throughout the whole process.

Key Responsibilities:

  • Liaising between customers and lenders to ensure the customer receives their mortgage offer efficiently
  • Proactively managing mortgage applications and completing all administration in a timely and accurate manner
  • Ensuring excellent customer service is maintained throughout the whole process
  • Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations
  • Proactively chasing applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender)
  • Processing all documents and lender requests within the set timeframes
  • Handling client documents in a compliant manner that's aligned with GDPR
  • Accurately tracking and taking notes on all actions and communications on our internal CRM system
  • Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels

Requirements:

  • Minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English
  • Excellent telephone manner and communication skills, both written and verbal
  • Previous experience in a customer service or administration role
  • Ability to work both as part of a team and on your own, and deliver a high level of customer service

Why Join Us?

At London & Country Mortgages, we care about our customers and are looking for individuals who are self-motivated, extremely well organised and have an excellent telephone manner and communication skills.

We offer a supportive and respectful working environment, with opportunities for personal development and career progression.

Join our team and be part of a business that wants you to enjoy being part of a great team.


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