Mortgage & Protection Case Manager

Job Description:

Mortgage and Protection Case Manager

Leicester (ref AL1408)

Salary up to £28,000 (£26k basic + up to £2k bonus pa) + benefits

My client is an award-winning Mortgage Broker specialising in new build mortgages.  They have been helping customers buy their dream homes for over 25 years and now have an exciting new opportunity for an individual to join their Leicester based team as a Mortgage and Protection Case Manager.

Purpose of the role is to:

• Provide effective communication with all stakeholders (advisers, customer, builders, surveyors, lenders and Insurers) to ensure all cases move to “offer” stage in a timely manner
• Keep all stakeholders abreast of case progress including collation of missing documents and information
• Support, as appropriate, “cases” from lender/Insurer submission through to exchange / completion, liaising with key stakeholders throughout the process (Inc. solicitors)
• Ensuring relevant protection policies are placed on risk at the correct time
• Maintain compliance and business standards to ensure effective management of key business risks and achievement of our regulatory responsibilities
• Check and update reports for weekly introducer updates
• Manage a minimum pipeline of 45 cases
• Ensure application to offer timescales are within 14 days
• Provide additional administration support to relevant Departments.

Skills required:

• Have good PC skills, Microsoft Office package 
• Organisational and time-management skills, prioritising and multi-tasking your workload
• Demonstrate good written and verbal communication and customer service skills
• Ability to work without supervision & be self-motivating while also being a team player
• Demonstrate good work ethics in line with reinforcing the company values
• Ability to keep industry knowledge up to date with the latest criteria / regulations etc.
• Having strong attention to detail, and working in a methodical & thorough way
• Able to adapt, quickly and flexibly, to requirements

Have experience of…   

• An administrative function preferably within financial services (Mortgages & Insurance)
• Working with both internal and external stakeholders

If this role is of interest, please apply with an up to date CV.  We aim to respond to all applications within 10 days.  By submitting your CV you consent to it being retained for use in connection with this and future relevant and/or similar vacancies, you can of course, opt out of this at any time by emailing us.  Full Privacy Notice can be found on our website.