Case Manager

at  Caroo

THE REQUIREMENTS:

• Filing, scanning, photocopying of all relevant documents which are needed for a second charge mortgage application.
• Manage a pipeline in a fast-paced mortgage environment, from submission to completion.
• Ensure all clients are happy throughout the application process from documents received through to completion with the lender.
• Work with the mortgage advisors to ensure deals are underwritten correctly and are packaged to high standards before being submitted down to lenders.
• Work within a team to ensure all clients are being serviced to current SLA’s.
• Communicate with team leaders and management producing data/reports on personal pipeline which can be used for completion predictions.
• Dealing with any incoming general enquiries.
• Ensure mortgage offers are received promptly and checked against application data and the ESIS
• Proactively keep up to date with product criteria for all lenders which the business has on panel.
• Review, update and monitor pipeline cases on a daily basis.
• Keeping customers up to date on their case and push for feedback on all completed cases.
• Talk all clients through the Trustpilot process and how important their feedback is to improve our service.
• Ensure Clients have discussed Protection with our in-house team when their application is submitted and booking them through the portal.
• Work with our compliance team and mortgage network to ensure all regulatory requirements have been completed on all cases.
• Meet all departmental SLAs and targets.
• Understand what Treating Customers Fairly (TCF) means and embed this fully within your work.
• Attend internal or external meetings as required.
• Identifying any Vulnerable customers and updating the log.

THE ROLE:

They are looking for an organised case manager, who ideally has a brokerage background and knowledge of 1st and second charge cases.
You will be working within a team of 5 case managers and have the support of seniors within the group.
They are however, looking for case managers at different levels, from more junior case managers, up to senior case managers who have experience with higher values and more complicated restrictions.