Mortgage Case Manager
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The Work Shop Resourcing Ltd
📍 Ringwood, Hampshire, United Kingdom
Job Description
The Mortgage Case Manager will be responsible for processing residential and But To Let enquiries from application to completion.
Working within a small but focused team the individual should be motivated to overachieve the companies individual and company targets. The individual will assist the team in achieving target by taking proactive measures to process the cases in accordance with the Company and lender panel processing guides. The Mortgage Case Manager will liaise with brokers, mortgage providers, legal teams and surveyors as part of the process.
Duties and Responsibilities of the Mortgage Case Manager:
* Collect fees from clients and brokers where required
* Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies
* Follow the company’s sales process
* Follow the departments CPD log requirements
* Customer care calls to brokers to ensure that the processing is smooth and o...
Working within a small but focused team the individual should be motivated to overachieve the companies individual and company targets. The individual will assist the team in achieving target by taking proactive measures to process the cases in accordance with the Company and lender panel processing guides. The Mortgage Case Manager will liaise with brokers, mortgage providers, legal teams and surveyors as part of the process.
Duties and Responsibilities of the Mortgage Case Manager:
* Collect fees from clients and brokers where required
* Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies
* Follow the company’s sales process
* Follow the departments CPD log requirements
* Customer care calls to brokers to ensure that the processing is smooth and o...