We are currently looking for an organised and detail-orientated Mortgage Case Manager to join our client's team in Kettering, Northamptonshire. The successful will require previous experience and provide a professional level of administrative support to the Mortgage Advisors ensuring cases are fully compliant with both the company and provider requirements.
Working hours:
- Full Time
- Monday – Friday 9 – 5
The successful Case Manager will be offered:
- Basic Salary £27,000
- Bonus Scheme
- Excellent working environment
- Free Parking
Case Manager requirements:
- Experience working in a Mortgage Administrator role
- Excellent customer service and telephone manner
- Confidence on the phone
- Initiative to get the job done.
- Excellent administrative Skills
- IT Literate
- Excellent attention to detail
Responsibilities for the role of Case Manager:
- Liaise with Mortgage providers and clients to ensure the smooth processing of mortgage applications through to completion.
- Liaise with Insurance Companies and clients to ensure smooth processing of protection business chasing where necessary to ensure policies are in force as appropriate.
- Open and distribute the post (stamp dating if necessary) and scan it on the database on a daily basis.
- Frank and be responsible for the Royal Mail post including taking the post to the post box on a rota basis.
- Answering the phone taking messages and passing on as appropriate.
- Answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations.
- Book appointments for advisers in Google Diary.
- Produce suitability letters for protection cases as appropriate.
- Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily.
- Ensure registers and logs are kept up to date and reviewed regularly.
- Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.