Mortgage Case Handler

3 days ago

Bolton, United Kingdom FIG People Full time

**Role Summary**
- Fully review new cases where customers have responded after point of sale to accurately underwrite the case in accordance with the lenders criteria
- After the initial review, process the case and undertake all necessary administration work, at the same time as following underwriting guidelines through the process
- Correspond both written and verbally with the customer throughout the process, informing them of the requirements, keeping them updated, and guiding them through the process
- Request all required information from third parties - e.g. mortgage companies, management companies, solicitors, accountants, surveyors
- Instruct all necessary valuation reports, and review upon receipt, and request and review any further reports required - e.g. coal mining reports
- Communicate and build relationships with all relevant parties - e.g. customers, lenders, surveyors
- Update, obtain and maintain all related systems with data, notes and tasks
- Build and maintain knowledge base to ensure competency is met and targets are reached
- Refer cases to lender where they might be slightly outside of criteria
- Fully package all submissions to the lender for completion

**Role Requirements**

**Essential**
- Proven experience of working successfully to targets
- Ability to respond quickly to training and adapt to changes within the industry
- Able to carry out processes in a compliant manner
- Able to demonstrate achievements against a wide range of competencies
- Experience in a busy, fast paced environment
- Strong IT skills including the use of the full Microsoft package

**Desirable**
- Current or recent experience of an outbound call environment
- Current or recent experience in a regulated finance company
- Experience of processing in the mortgage market
- Experience of working successfully in a team and also individually
- CeMap Level 1 (working towards full CeMap)

**Individual Requirements**
- GCSE Maths and English grade C or above
- Proven exemplary worth ethic
- Self-motivated upbeat personality
- Punctual
- Team Player
- Compliant
- Good people skills
- Very well organised

**What's in it for you?**
- Vitality Healthcare upon completion of probation
- Company Pension Scheme with Royal London
- Death in Service benefit
- Annual rising holiday entitlement
- Free secure on-site parking
- Great location close to transport links
- Access to training and development
- Annual awards evening
- Regular social and charity events for Fluent Giving
- Company uniform provided
- Free tea and coffee and fresh fruit
- On-site food provision and restaurant facilities
- Fee-free group products for friends and family post probation

**Hours**

9:00 - 5:30 Monday - Friday

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