Case Manager
Case Manager
Employer Active
Job Alert
You will be updated with latest job alerts via email
Share
Job Alert
You will be updated with latest job alerts via email
Job Description
To provide excellence in customer service contributing to the delivery of the Companys lending objectives by managing applications through the mortgage process
Key responsibilities
- To administer the processing of mortgage applications from receipt through to offer stage in accordance with the Companys policies.
- Observe regulatory and ethical standards.
- Demonstrate adherence to policies and procedures.
- Deliver excellent customer service through attention to detail problem solving and communication.
- Provide timely and accurate responses to telephone calls emails and other communications for all mortgage applications.
- The preparation of fully packaged applications to be passed to underwriters.
- Liaising with brokers and other third parties to obtain outstanding documentation and information.
- Making initial lending decisions working with underwriters to identify suitable applications that can proceed.
- Chasing brokers customers surveyors and solicitors to ensure the smooth progress of applications through the mortgage journey
- Communicating decisions to brokers
- Issuing mortgage paperwork to brokers customers and solicitors.
- Inputting and updating of account and customer records.
- Demonstrate compliance with the Companys policy and procedures.
- Operate in accordance with the regulatory requirements as applied by the Companys responsible lending and underwriting policies.
- Comply with the provisions of the Money Laundering Regulations 2007 (and any successors thereafter) and the Companys Financial Crime policies and procedures.
- Maintain adequate records in accordance with regulatory requirements for such matters as affordability calculations KFis underwriting records questionnaires etc.
- Maintain current knowledge of all aspects of applicable regulations.
- Participate in training and continuing professional development (CPD).
Qualifications :
Skills & Requirements
Essential
- Strong Team player
- Good attention to detail
- Adaptability
- Good Clear Communication
- Ability to work under pressure and to strict timescales
- Mortgage administration experience
Additional Information :
Your Wellbeing We take your health and wellbeing very seriously by providing a range of benefits to give you and your family peace of mind. These include:
- Market leading family friendly policies such as access to our Maternity Adoption and Paternity policies from Day 1 of your employment
- Free access to Headspace a mindfulness & meditation digital health app
- Free access to Peppy digital health app that offers personalised support through fertility treatment becoming a parent or menopause
- EAP (Employee Assistance Programme) Offering you support on a wide range of subjects including financial concerns mental wellbeing and more general queries around family work housing and health
- Cycle to work scheme
- Discounts on gym membership
- Contributory pension scheme & death in service
Your Lifestyle Its important you strike the right balance between your work and personal life. We provide benefits to support you when at work and when youre enjoying your leisure time.
- Minimum of 27 days holiday per year
- Option to buy or sell holiday days through our flexiholiday scheme
- Discounts on gym membership nationwide
- Access to discounts on a range of high street and online brands
- Community support and charitable giving
Your Contribution Were focused on rewarding those that go the extra mile in helping us achieve our goals.
- Participation in our annual discretionary bonus scheme designed to reward your contribution to our success
- Proudly Shawbrook recognition scheme focused on recognising our role models and thanking our colleagues for a job well done
Remote Work :
No
Employment Type :
Fulltime
Employment Type
Full-time
