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Case Manager
Mortgages
Basildon, Essex
We are looking for a Case Manager to work alongside the Sales Support team within the business.
Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous. The role will cover work in residential and buy to let mortgages, second charge mortgages, bridging finance and commercial lending divisions.
The role has been created following new and recent growth in business and successfully winning new contracts, to provide administrative support to our existing business.
Key Responsibilities:
- Support to Specialist Consultants, in the processing of specialist lending applications
- Call handling and monitoring as part of the team
- Providing support to routine administrative tasks, including data inputting and processing
- Assisting correspondence between the sales team and introducers
- Liaising with lenders and third parties on behalf of the consultants
- Complete MI tracking and business case level monitoring
- Booking appointments and managing the diary of the colleagues when requested
- Undertaking basic administrative duties across the business
- Booking appointments with lenders and clients where appropriate
Skills / experience required:
- Motivated and focused self-starter who has the ability to learn new skills quickly
- Strong organisational and communication skills
- Detail oriented with commercial awareness of business requirements
- A strong grasp of written English
- Excellent proof-reading skills
- Computer literate in Word, Excel and PowerPoint
- The motivation to go above-and-beyond for our customers
- Able to provide excellent customer service
- The computer and numeracy skills needed to excel in a highly regulated environment
- A flexible approach to work, and the ability to work well as part of a dynamic team
- Positive attitude with a strong desire to learn and progress
