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Pre Offer - Case Manager

Talent Guardian
Posted 14 hours ago, valid for 18 days
Location

West Malling, Kent ME194AU, England

Salary

£32,000 - £38,400 per annum

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Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

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  • Talent Guardian is seeking a Pre-Offer Case Manager for a leading mortgage provider in Maidstone, Kent.
  • The position requires a proactive and customer-focused individual to manage mortgage applications up to the offer stage.
  • Candidates should ideally have experience in financial services or mortgages, although it is not essential, and a general understanding of financial processes is beneficial.
  • The role offers a salary of £25,000 to £30,000, along with excellent benefits including private health care, pension contributions, and 25 days of holiday.
  • Working hours are Monday to Friday from 8:30am to 5:30pm, with opportunities for training and professional development.
  • Great benefits!
  • Monday to Friday
  • 8:30am - 5:30pm
Talent Guardian is representing a leading mortgage provider based in Maidstone, Kent, in their search for a Pre-Offer Case Manager. This is an excellent opportunity for a proactive and customer-focused individual to join a dynamic team and contribute to the smooth progression of mortgage applications. The Pre-Offer Case Manager will manage a portfolio of mortgage applications up to the point of offer, ensuring they are processed efficiently and accurately. The role requires close collaboration with internal departments such as underwriting and risk, as well as external partners, including brokers and valuers.Benefits:
  • AXA-backed Private Health Care with no excess
  • Generous 4% Pension contributions
  • 25 days holiday plus bank holidays
  • Death in service benefit
  • Social events and dress down Fridays
  • Supported training and free parking
  • Christmas and Summer team-building events
  • Yearly salary review
Key Responsibilities:
  • Build strong relationships with clients and brokers, acting as the primary point of contact for pre-offer queries.
  • Provide accurate and timely responses to phone calls, emails, and other enquiries.
  • Liaise with the underwriting team to ensure application requirements and conditions are met.
  • Collaborate with external valuers to arrange and review valuation reports in line with business requirements.
  • Accurately update and maintain case information in the system, reflecting the current status of each application.
  • Monitor the dashboard to track application progress, resolve issues, and address outstanding tasks.
  • Pre-approve valuation reports and supplementary documents to streamline the underwriting process.
  • Manage incoming and outgoing phone calls to discuss application progress and request required items.
Preferred Experience:
  • Experience in financial services, mortgages, or case management is advantageous but not essential.
  • A general understanding of financial or mortgage processes is beneficial.
 Talent Guardian welcomes applications from detail-oriented, ambitious individuals passionate about delivering outstanding service in the mortgage industry.

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In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.