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Mortgage Case Manager
2 months ago
As a Second Charge Mortgage Case Manager, you will be responsible for maintaining and managing the pipeline of 2nd charge cases after a mortgage offer has been issued. You will work closely with the underwriting team to effectively manage the post-offer caseload and ensure that all mortgage conditions are satisfied prior to cases completing.
- Engage with stakeholders to obtain information to progress cases to completion.
- Monitor and manage upcoming expiration of documents and offers.
- Update systems to maintain management information.
- Work closely with the underwriting team to manage the post-offer caseload.
- Process incoming completion documentation.
- Provide daily/weekly/monthly completion forecasts to line manager.
- Gain a full understanding of the underwriting process.
- Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
- Carry out QA checks for other underwriters.
The ideal candidate will have strong organisational skills, good verbal and written communication skills, excellent attention to detail, and the ability to perform under pressure and meet deadlines.
- Pass internal competency tests post-induction.
- Strong organisational skills.
- Good verbal and written communication skills.
- Excellent attention to detail.
- Time management.
- Competent user of Microsoft Office software.
- Positive attitude to develop and expand knowledge.
The successful candidate will have experience within the secured lending sector, a good understanding of the underwriting process, and previous experience of managing a caseload in a fast-paced environment.
- Experience within the secured lending sector.
- A good understanding of the underwriting process.
- Previous experience of managing a caseload in a fast-paced environment.
- Industry-relevant qualifications are beneficial but not a requirement.
- Experience within an administrative role.
Consegna Talent is proud to be supporting a successful, expanding Mortgage brokerage in the North West region.
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