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CASE MANAGER - Bath
Hybrid training and probation in office, then after successful completion of probation - move to hybrid model.
£23,500 starting salaryplus opportunity to earn bonuses.
Fun, rewarding and with the opportunity to develop and grow your career. Thats life with L&C Mortgages, the UKs leading fee free mortgage and protection broker with over 160 awards to its name.
Join us and youll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family. From high five colleague nominations recognising those who go the extra mile, comprehensive employee support and Perkbox benefits, holiday entitlement starting at 24 days and with your birthday off to name a few, this is a place that really rewards the effort you put in.
Right now we're expanding, and were looking for enthusiastic individuals to come aboard as Case Managers, to join our fantastic team and get stuck in with providing our customers excellent and seamless service, if you'd like to jump start a career in financial services, now is your chance to get in on that growth!
THE ROLE
As a case manager, youll be responsible for the post application support to our customers, making sure their experience with us is positive and directs them to their property dreams come true. Your responsibilities will include:
Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
Proactively managing mortgage applications and completing all administration in a timely and accurate manner.
Ensuring excellent customer service is maintained throughout the whole process.
Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations, and maintain the positive reputation of the company.
Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
Processing all documents and lender requests within the set timeframes.
Handling client documents in a complaint manner thats aligned with GDPR.
Accurately tracking and taking notes on all actions and communications on our internal CRM system.Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
Creating, maintaining and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
FCA Certification Regime & Conduct Rules
L&C is authorised and regulated by the Financial Conduct Authority (FCA) and is classified as an Enhanced Firm under the Senior Managers and Certification Regime (SM&CR). This role is subject to the 5 FCA Conduct rules and you will be expected to adhere to them at all times. (See below). Any confirmed breaches of the Conduct Rules (defined by FCA parameters) will be reported to the FCA annually. Should you apply for a certified role in another financial services firm then L&C will be required to disclose this information in a Regulatory Reference request.
About You
At L&C we care about our customers.Were looking for individuals who are self-motivated, extremely well organised and have an excellent telephone manner and communication skills, both written and verbal. Ideally, youve had previous experience in a customer service or administration role. Youll need to be able to work both as part of a team and on your own, and deliver a high level of customer service. We require a minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English.
Why join L&C?
We care about our customers, but our employees are what make the magic happen. Were always ready to listen and do what we can to make L&C even better for those receiving and providing our services. Working with us means being part of an environment of respect and equity. The standard of training is as high as it can be, so that the service youre able to deliver is at the same level. What you do with it and where you take your role from there is up to you because there are ample opportunities to flourish and progress.
Why we love working for L&C:
- The people that we work with
- A starting holiday entitlement of 24 days
- The challenges and opportunities that make us develop professionally & personally
- Being part of a respectful working environment
- Having a day off on your birthday and if you move house
- An excellent employee assistance and benefits programme
- Social celebrations up North and down South
