Mortgage Case Manager

Mortgage Case Manager

£28,000 - £38,000 DOE + monthly bonus potential

We are looking for an experienced Mortgage Case Manager or potentially an experienced Financial Services Administrator for a fantastic role with our client in Hamilton, where the role will be fully office based.

You will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.

Traits and responsibilities:

• Telephone Manner – must have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.
• Chasing – contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.
• Case updates – updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.
• Filing- correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience needed:

• Previous experience in mortgage case management or a related financial services field is required.
• Knowledge of financial services is essential for assisting clients with budgeting and resource management.
• Basic maths skills are required to help clients understand financial concepts effectively.
• Strong interpersonal skills with the ability to build rapport with diverse populations.
• Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
• A compassionate approach with a commitment to supporting individuals in need is vital for this role.
• A thorough understanding of mortgage process.
• A meticulous approach to paperwork, accuracy of data entry/electronic filing is essential.
• Whilst training will be given in a live environment, your ability to multi-task in a vibrant office is essential.
• A strong understanding of Adobe, MS Word and MS Excel is essential.
• Use of the company’s CRM system will be trained.
• A clear, concise, polite and assertive telephone manner is essential.

The salary for the role will be between £28,000 - £38,000 depending on experience, with additional bonus potential of between £200 - £300 per month also available. 40 hours per week, working business hours Monday – Friday.

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