Role Overview:

• Position: First Charge Mortgage Case Manager
• Location: Office-based role in Horwich, Bolton (must be able to commute)
• Visa Requirement: Must have a full UK working visa
• Salary:
  • Starting at £23,000 per annum, rising to £25,000 per annum after probation
• Industry: Financial Services

Key Responsibilities:

Manage a pipeline of first charge mortgage applications through to completion.

Underwrite cases in accordance with lender criteria after a full review.

Carry out administrative tasks and communicate with customers throughout the process.

Gather information from third parties, such as mortgage companies, solicitors, accountants, and surveyors.

Contribute to additional tasks as directed by management.

Skills and Experience Required:

Essential:

Proven experience of working successfully towards sales targets.

Outbound call experience, either current or recent.

Ability to quickly adapt to industry changes and training.

Experience working in a busy environment.

Ability to work in a compliant manner and demonstrate achievements in various competencies.

Desirable:

• Experience in a regulated finance company.
• Background in the first charge mortgage market.
• Proficiency with the Microsoft Office package and bespoke software.
• Experience working in teams as well as individually.
• CeMap Level 1 qualification (working towards Full CeMap).

Benefits:

• Rising holiday entitlement up to 30 days (excluding bank holidays).
• Birthday off work.
• Holiday buy & sell scheme.
• Private healthcare.
• Death in service cover.
• 12 flexible WFH days per year.
• Fee-free products for friends and family.
• Regular social and charity events.
• Onsite restaurant facilities and food provision.
• Free tea, coffee & fresh fruit daily.
• ‘Freebie Fridays’ on the first Friday of every month.
• Cycle to work scheme.
• Access to training & development opportunities.
• In-house leadership academy for future leaders.
• Convenient location with transport links and free onsite parking.

About the Company:

This company is a leading UK financial services provider specializing in Second Charge Mortgages, First Charge Mortgages, Equity Release, Insurance, and Bridging Loans. Known for integrity and professionalism, the company aims to provide exceptional service, driven by innovation and a commitment to employee empowerment.

Next Steps:
If you meet the requirements, are enthusiastic about working in a high-paced financial environment, and can commute to Horwich, Bolton, this could be an excellent opportunity to advance your career. Make sure your experience matches the role's essential criteria before applying.