Mortgage Case Manager

6 days ago


Basildon UK, Essex, United Kingdom KFS Recruitment Full time

Mortgage Case Manager

Basildon, Essex


We are working with a well established Mortgage Brokerage, on their search for a Case Manager to join the growing team.


Key Responsibilities:

  • Support to Specialist Consultants in the processing of residential or second charge mortgage applications
  • Call handling and monitoring as part of the team
  • Assisting correspondence between the sales team and introducers
  • Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner
  • Liaising with lenders and third parties on behalf of the consultants
  • Complete MI tracking and business case level monitoring
  • Booking appointments and managing the diary of the colleagues when requested
  • Undertaking basic administrative duties across the business
  • Booking appointments with lenders and clients where appropriate
  • Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures


Skills / experience required:

  • Motivated and focused self-starter who has the ability to learn new skills quickly
  • Strong organisational and communication skills
  • Detail oriented with commercial awareness of business requirements
  • A strong grasp of written English
  • Excellent proof-reading skills
  • Computer literate in Word, Excel and PowerPoint
  • The motivation to go above-and-beyond for our customers
  • Able to provide excellent customer service
  • The computer and numeracy skills needed to excel in a highly regulated environment
  • A flexible approach to work, and the ability to work well as part of a dynamic team
  • Positive attitude with a strong desire to learn and progress

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