Mortgage Case Handler - Kettering

apartmentGCB Recruitment placeKettering calendar_month 

We are currently looking for an organised and detail-orientated Mortgage Case Manager to join our client's team in Kettering, Northamptonshire. The successful will require previous experience and provide a professional level of administrative support to the Mortgage Advisors ensuring cases are fully compliant with both the company and provider requirements.

Working hours:

  • Full Time
  • Monday – Friday 9 – 5

The successful Case Manager will be offered:

  • Basic Salary £27,000
  • Bonus Scheme
  • Excellent working environment
  • Free Parking

Case Manager requirements:

  • Experience working in a Mortgage Administrator role
  • Excellent customer service and telephone manner
  • Confidence on the phone
  • Initiative to get the job done.
  • Excellent administrative Skills
  • IT Literate
  • Excellent attention to detail

Responsibilities for the role of Case Manager:

  • Liaise with Mortgage providers and clients to ensure the smooth processing of mortgage applications through to completion.
  • Liaise with Insurance Companies and clients to ensure smooth processing of protection business chasing where necessary to ensure policies are in force as appropriate.
  • Open and distribute the post (stamp dating if necessary) and scan it on the database on a daily basis.
  • Frank and be responsible for the Royal Mail post including taking the post to the post box on a rota basis.
  • Answering the phone taking messages and passing on as appropriate.
  • Answering the door and greeting any visitors to the building, making sure that all visitors comply with any site regulations.
  • Book appointments for advisers in Google Diary.
  • Produce suitability letters for protection cases as appropriate.
  • Keeping the company database up to date, ensuring that all tasks allocated to you on the system are reviewed daily.
  • Ensure registers and logs are kept up to date and reviewed regularly.
  • Take responsibility for dealing with client ‘issues’ to achieve a satisfactory conclusion.
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