Mortgage & Protection Case Manager
Wigston Magna, East Midlands
£28,000
Posted 1 day ago
About the role
Mortgage and Protection Case Manager
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
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. xwzovoh
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 .
You can get further details about the nature of this opening, and what is expected from applicants, by reading the below.
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. xwzovoh
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 .
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