Mortgage Case Manager
Posted 4 days ago by Believe Money Group
Mortgage Case Manager
· Filing, scanning, photocopying of all relevant documents which are needed for a second charge mortgage application.
· Maintaining business logs using internal CRM system.
· Deliver excellent customer service to Believe Clients.
· Ensure all clients are happy throughout the whole application process from documents received right through to completion with the lender.
· Work with the second charge mortgage advisors to ensure deals are underwritten correctly and are packaged to high quality standards before being submitted down to lenders.
· Work within a team to ensure all clients are being serviced as well as personal clients.
· Communicate with management producing reports on personal case loads which can be used for completion predictions.
· Manage a pipeline in a fast-paced mortgage environment, from submission to completion.
· Dealing with any incoming general enquiries.
· Ensuring acceptance of terms, Loan offers are received promptly and checking against application data and/or KFI.
· Proactively keep up to date with product criteria for all lenders which the business has on panel.
· Reviewing, updating, tracking and monitoring of cases.
· 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 before their application completes.
· Work with our compliance team and mortgage network to ensure all regulatory requirements have been completed on all personal 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.
BENEFITS
Cash Plan with Westfield Health
Access to Free Therapy sessions
Free Tea/Coffee facilities
Fresh fruit delivered weekly
Free Parking
End of Quarter Events and incentives
Progression opportunities
- Type:
- Permanent
- Contract Length:
- N/A
- Contact Name:
- Login or register to view
- Job Reference:
- Believe Loans
- Job ID:
- 221893552
- Applications:
- Be first to apply
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