Mortgage Case Manager Position

2 weeks ago


Adlington, United Kingdom Fintelligent Search Full time

Role Overview

Fintelligent Search is seeking a skilled First Charge Mortgage Case Manager to join our team. As a key member of our mortgage advice team, you will be responsible for managing a pipeline of second charge mortgage applications, reviewing and underwriting new cases, and handling administrative tasks.

Key Responsibilities

  • Manage a pipeline of second charge mortgage applications through to completion
  • Review and underwrite new cases according to lender criteria
  • Handle all necessary administrative tasks
  • Communicate with customers both verbally and in writing
  • Request information from third parties like mortgage companies and solicitors
  • Embrace additional duties as directed by management

Benefits

  • Annual salary starting at £23,000, rising to £25,000 after probation
  • Rising holiday entitlement up to 30 days, excluding bank holidays
  • Private healthcare with Vitality Health
  • Birthday off work and 12 flexible WFH days per year
  • Onsite food provision, free tea, coffee, and fresh fruit daily
  • Access to training and development opportunities

Requirements

  • Proven success in meeting sales targets
  • Experience in an outbound call environment
  • Ability to adapt quickly to industry changes
  • Strong IT skills, including Microsoft Office
  • Experience in a regulated finance company is desirable
  • CeMap Level 1 or working towards Full CeMap is a plus

About Fintelligent Search

Fintelligent Search is a dynamic company that's continuously growing. We are committed to integrity, professionalism, and unparalleled customer satisfaction. We foster a culture of teamwork and innovation, empowering employees to excel.


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