ABOUT YOU

• Experience: Previous experience in mortgage case management highly desirable.
• Skills: Strong organizational skills, attention to detail, and the ability to manage multiple cases simultaneously.
• Communication: Excellent verbal and written communication skills, with the ability to convey complex information clearly and effectively.
• Problem-Solving: Demonstrated ability to think critically and resolve issues efficiently.
• Integrity: A commitment to ethical practices and maintaining confidentiality.
• Resilience: Ability to handle pressure and adapt to changing circumstances.
• Community: An empathetic individual who values collaboration and contributes positively to the workplace environment.
• Curiosity: A proactive learner who seeks out new knowledge and ways to improve.

ABOUT THE ROLE

The Case Manager will support Mortgage Advisers in managing their cases post-submission and managing the case through to completion. This role is pivotal in ensuring smooth case progression, maintaining high standards of service, with a focus on delivering good customer outcomes.

KEY RESPONSIBILITIES:

• Case Management: Oversee the progress of mortgage cases post-submission within agreed timescales, ensuring any case requirements are obtained, liaising with third parties, client and lenders to guide a case successfully to completion.
• Communication: Act as the primary point of contact for Mortgage Advisers, underwriters, and clients, providing updates and resolving any issues that arise within agreed timescales.
• Documentation: Ensure all case files are maintained with up-to-date information, including detailed notes, underwriting decisions, client communications, and any other relevant documentation.
• Problem-Solving: Address and resolve any challenges or discrepancies in case files, demonstrating resilience and a proactive approach.
• Compliance: Ensure all case files are maintained with the utmost quality and comply with all regulatory requirements and company policies, maintaining integrity in all processes.
• Collaboration: Work closely with Mortgage Advisers and other team members to foster a sense of community and support within the department.
  Continuous Improvement: Stay curious and driven to improve processes, seeking out opportunities for efficiency and better service delivery