Mortgage Case Manager

£25,000 + OTE £30,000

Barry

Client will put you through your CeMAP qualification.

People Related Tasks
• Build and maintain effective relationships with all new and existing clients.
• Act as the first 'port of call' with any queries on all mortgage applications from pre offer stage to offer.
• Ensure we are giving timely, accurate and appropriate responses to telephone calls/enquiries
and any other correspondence from Mortgage brokers.
• Liaise with Mortgage Brokers, appraising them of the progress of specific mortgage cases and
seeking to resolve any queries that arise.
• Liaise with the Line Manager, escalating any specific problems for discussion and resolution.
• Liaise with the underwriting team, ensuring that application requirements and conditions are
complied with and updated.

Daily Operations
• Works within prescribed procedures, practices and agreed SLAs.
• Inputs, updates and maintains data onto the system accurately reflecting the current stage of
each case.
• Dealing with any processing queries or documentation relating to each application.
• Manage the diary system to monitor applications and deal with any relevant tasks.
• Obtaining updates on the mortgage applications to ensure that they are progressing smoothly
from application to offer.
• Dealing with phone calls both incoming and outgoing.
• Actioning emails that are received