The Mortgage Exchange Ltd
Mortgage Case Manager / Administrator
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Job Summary
We are seeking a dedicated and compassionate Case Manager to join our team. The ideal candidate will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.
Duties
- Telephone Manner – the successful candidate will have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.
- Chasing – Contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.
- Case Updates – Updating the CRM systems to ensure the clients' files are up to date with all the information of their ongoing cases.
- Filling – Correlating the clients' paperwork into files to make sure all the relevant details are in order and up to date.
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Experience
- Previous experience in case management or a related field is preferred.
- Knowledge of financial services is essential for assisting clients with budgeting and resource management.
- Basic maths skills are required to help clients understand financial concepts effectively.
- Strong interpersonal skills with the ability to build rapport with diverse populations.
- Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
- A compassionate approach with a commitment to supporting individuals in need is vital for this role.
- A thorough understanding of the mortgage process.
- Meticulous approach to paperwork, accuracy of data entry/electronic filing is essential.
- Whilst training will be given in a “live” environment, your ability to multi-task in a vibrant office is essential.
- A strong understanding of Adobe, MS Word, and MS Excel is essential.
- Use of the company’s CRM system will be trained.
- A clear, concise, polite, and assertive telephone manner is essential.
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If you are passionate about making a difference in people's lives and possess the required skills, we encourage you to apply for this rewarding opportunity as a Case Manager.
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