Mortgage Case Manager / Administrator
Looking for more than just admin?
Do you enjoy helping clients, solving problems and seeing cases through to completion? If so, we'd love to hear from you.
At 177 Mortgages, our Case Managers play a vital role in the client journey, acting as the link between clients, lenders, solicitors and advisers to ensure applications progress smoothly from submission through to completion.
We're looking for an organised, proactive and customer-focused individual to join our growing team. Mortgage experience is great, but it isn't essential. If you're highly organised, enjoy helping people, can juggle multiple tasks and take pride in providing excellent customer service, we'd love to hear from you.
The Role
You will be responsible for managing mortgage applications from submission through to completion, ensuring clients receive exceptional service and regular communication throughout the process.
Your responsibilities will include:
- Acting as the main point of contact for clients once their mortgage application has been submitted.
- Contacting clients within 24 hours of application submission.
- Chasing lenders, solicitors and third parties for updates.
- Keeping clients and advisers updated throughout the mortgage process.
- Obtaining and reviewing outstanding documentation.
- Managing cases through workflow stages within our CRM system.
- Reviewing mortgage offers and ensuring details are accurate.
- Proactively resolving issues and helping to keep cases moving.
- Maintaining accurate records and case notes.
- Liaising with introducers and third parties where required.
- Referring clients for additional services where appropriate.
We are looking for someone who:
- Has previous administration or case management experience.
- Has excellent communication and customer service skills.
- Is highly organised and able to manage multiple cases simultaneously.
- Enjoys speaking to clients and building relationships.
- Can work independently whilst also being part of a team.
- Has strong attention to detail.
- Is comfortable using CRM systems and Microsoft Office.
- Experience working within a mortgage brokerage, estate agency, lender or other financial services environment.
- Knowledge of the mortgage process.
- Experience of working towards service levels and deadlines.
- Salary of £25,000 - £26,000 depending on experience.
- 23 days annual leave plus Bank Holidays.
- Additional annual leave for long service.
- Your birthday off every year.
- Option to purchase up to 5 additional days annual leave per year.
- Mainly office based in Corsham, with an element of Hybrid working available after full training.
- Free Parking.
- Workplace pension scheme.
- Ongoing training and development.
- A supportive and friendly team environment.
- Genuine opportunities for career progression within Financial Services.
- Workplace pension scheme.
- A professional, friendly and down-to-earth culture where hard work is recognised and rewarded.
177 Mortgages is an award-winning, fee-free mortgage brokerage helping thousands of clients across the UK each year.
We pride ourselves on delivering exceptional customer service, supporting our people and creating a positive working environment where everyone can develop and succeed.
If you're organised, proactive and passionate about helping clients, we'd love to hear from you.
Please note: We reserve the right to close this vacancy early should we receive an application from a candidate who is deemed suitable for the role. Early applications are therefore encouraged.
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