Mortgage Perspective
Case Manager - Mortgage and Protection
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Job Description
Company Overview
At Mortgage Perspective, we pride ourselves on providing personalised mortgage advice to meet our client’s needs. Dealing with all types of clients, whether they’re a first-time buyer, home mover, or re-mortgaging, our team of experts is here to help clients throughout the process.
Our head office is in the heart of Altrincham, a town that seamlessly blends historic charm with a vibrant, modern atmosphere. With its award-winning Altrincham Market, boutique shops, stylish bars, and cafes, the area creates a lively and inviting work environment. The office is extremely well connected to many local and Greater Manchester transport links.
At Mortgage Perspective, we foster a progressive, positive workplace, offering strong support for career growth, personal development, and competitive remuneration. We’re dedicated to helping you build expertise within the financial services market, surrounded by a team and environment that aims to make work enjoyable and fulfilling. We value our owner-managed family feel and open-door policy while striving for excellence in all we do.
Job Description
Senior Administrator
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The Senior Administrator will provide assistance and administrative support to the Mortgage and Protection Insurance advisors; you will be responsible for a wide range of tasks:
- First point of contact for answering the phone.
- Keying mortgage and insurance applications into the different lenders' online systems.
- Providing administrative support to the Mortgage And Insurance Advisors.
- Managing the client service experience through to completion – speaking to the clients, lenders, and solicitors to ensure smooth progress of the application.
- Detailing all conversations and actions taken in the CRM System.
- Developing a relationship with Property Perspective to promote collaborative working.
- Gathering original documents from clients, as required by the lenders.
- Uploading documents onto the system within the required compliance timescales.
- Scanning file documents onto the system and being responsible for ensuring the final file meets the required compliance standards.
- Ensuring all work meets the required FCA compliance standards.
- Contacting existing clients to review their circumstances and products.
- Assisting the team with any other duties, as reasonably requested.
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Experience
- Excellent Maths & English written skills and telephone manner, must have experience in dealing with all types of clients from diverse backgrounds.
- Must be able to demonstrate initiative and ability to time manage and prioritise cases through to completion.
- Desire to progress in a professional and growing business.
- Excellent MS Office skills – Word, Excel, and Outlook.
- Effective time management with the ability to plan and manage priorities and weekly deadlines.
- Strong team player able to work effectively with all departments, colleagues, and clients.
Desirable
- Must demonstrate technical ability and be confident with mortgage terminology.
- Ideally, 3 + years of good administrative and organisational skills.
What we offer
- Salary: £25,000 - £28,000
- Pension
- Regular team-building events
- Support of local and national charities and events
- 22 Days holiday increasing with length of service (plus 8 bank holidays)
Hours
- Monday to Friday – Office based: 9.00 am – 5.30 pm (5pm finish on a Friday)
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