Mortgage Case Progressor
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Job Location:
Monthly Salary:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Scouts purpose is to become the trusted Financial Services provider of choice by helping customers achieve their property goals and proudly providing a lifetime of financial advice.
We pride ourselves on offering a bespoke high-end experience enhanced by our innovative market-leading technology that empowers customers to track every step of their financial journey in real time. Our service is further enriched by the expertise of our professional and dedicated Brokers and Administrators.
At Scout we believe that our success is built on the foundation of our culture and underpinned by our shared company values: Care deeply do the right thing execute with excellence and be frank and fearless.
Role and Responsibilities
As a Case Progressor within this growing Fintech business you will play a pivotal role in managing and progressing mortgage applications from submission through to completion. Acting as the central point of coordination you will work closely with brokers customers and third parties to ensure a seamless and efficient journey.
You will take ownership of your cases proactively managing timelines resolving issues and maintaining clear communication throughout. This is a fast paced target driven role with a strong focus on service delivery case progression and successful completions.
This role offers a clear pathway for progression into a Mortgage Broker position for those looking to develop their career within the industry.
The Role
Act as the primary point of contact for customers from application through to completion providing regular updates and managing expectations
Manage the end to end progression of mortgage cases ensuring all applications are submitted accurately and efficiently
Track each case from offer accepted through to exchange and completion ensuring momentum is maintained throughout
Liaise daily with brokers to support pipeline management and ensure cases are progressing in line with agreed timelines
Proactively chase solicitors buyers sellers estate agents and lenders to keep cases moving forward
Coordinate effectively with all parties involved to drive cases through to mortgage offer and completion as quickly as possible
Identify manage and resolve delays such as missing documentation or slow responses from third parties
Ensure all stakeholders are kept fully informed at each stage of the process
Support the collection of broker and valuation fees via online payment systems
Maintain accurate and up to date records across all systems ensuring full compliance and audit readiness
Introduce and arrange Buildings and Contents insurance and other associated services where appropriate
About You
Confident and professional communicator both written and verbal with the ability to manage multiple stakeholders
Strong communication skills with the persistence to effectively chase and influence third parties
Proven ability to manage a pipeline of cases and work to targets in a fast paced high pressure environment
Highly organised with strong attention to detail and the ability to prioritise effectively
Strong time management skills with a proactive solutions focused and resilient approach
Effective problem solving skills with the ability to remove barriers and keep cases progressing
Commercially aware with the confidence to identify opportunities and convert additional services such as Buildings and Contents insurance
Solid understanding of the mortgage application and property transaction process including progression from application through to offer exchange and completion
Experience of multi lender packaging is advantageous
Familiarity with Mortgage Advice Bureau systems and processes is desirable but not essential
Life at Scout
Annual OTE circa 30000 per annum
Monthly KPI commission bonus
Dedicated training and development
Service discounts - for you your family and friends!
Sickness & mental health support - to provide you with peace of mind
Refer-a-friend bonus scheme - if you recommend us as a place to work
Hybrid working - to support flexibility
Wellbeing discounts - across food retail and travel
Generous holiday allowance - to switch off and relax
Performance bonus - to increase earning potential
Company socials - to get away from the everyday and celebrate our successes
If you possess the necessary skills and experience for this role and are excited to join a dynamic and customer-focused team we would love to hear from you. Please submit your resume and a cover letter outlining your relevant experience and why you believe you are a strong fit for this position.
Key Skills
About Company
Yopa was founded in 2015, and itis now one of the largest estate agency brands in the UK.Our award-winning hybrid service has been named the best of its kind, and we’re rated ‘excellent’ by Trustpilot based on thousands of customer reviews.
