About the role
Purpose of role
As a Case Manager you will be required to provide administrative support and outstanding service to our clients. You will take ownership of your clients’ mortgage cases throughout the application process.
Responsibilities
• Deliver an outstanding, efficient service by proactively managing client expectations and providing regular updates from application through to completion • Maintain accurate and up-to-date records across internal systems throughout the full application lifecycle • Build and sustain strong working relationships with internal teams and external partners, including Lenders, Solicitors, and Estate Agents • Liaise with lenders, clients, and third parties to ensure cases progress as efficiently and smoothly as possible • Proactively manage a large pipeline of active applications, acting as the main point of contact throughout the process • Drive mortgage applications through to offer in a timely and efficient manner • Maintain a consistently high level of accuracy and attention to detail
Skills
• Strong knowledge of the UK property market with a good understanding of mortgage processes • Excellent written and verbal communication skills • Highly organised with the ability to prioritise effectively in a fast-paced environment • Comfortable working under pressure while meeting agreed service standards • Professional, confident, and approachable with an excellent telephone manner • Strong problem-solving skills with the ability to handle complex cases • Client-focused, with a commitment to delivering a consistently high level of service
Experience
• Customer Service Experience. • Office/ administration experience. • Previous regulatory or financial industry experience is desirable
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