Financial Services Case Manager - Finamply : Job Details

As a Mortgage Case Manager, you will provide invaluable administrative support to the Financial Services business. You will be liaising with everyone involved in taking a client's mortgage from fact-find through to completion, be it brokers, lenders, conveyancers and of course the clients themselves.

THE ROLE

Key responsibilities:

• Use information to complete and submit Agreement in Principles (AIP) and Full Mortgage Applications (FMA) to mortgage lenders for our client base.
• Liaise with Lenders to ensure cases received, outstanding items are obtained and Valuation Instructed
• Liaising with Solicitors on Offer to manage the case through to completion
• Making and receiving phone calls to deal with client enquiries at any stage of the mortgage process
• Proactively and accurately maintaining Workflow progress of each case on Midas Pro
• Proactively managing updates and liaising with Advisers / Clients to ensure a first-class customer service

What we are looking for from you:

• A confident communicator, able to build strong relationships and work closely with all types of people and businesses, from underwriters to administrators.
• Ability to work in a fast-paced environment maintaining a high level of accuracy.
• Ability to work self-sufficiently within a team.
• Able to work within defined business processes.
• Awareness and discretion when dealing with personal client data and information.
• Have a problem-solving attitude to avoid delays on workflow.
• Organisation to manage your workload and prioritise tasks.
• Superb time management, decision making and problem solving skills
• You will need to be proactive and be able to use your initiative to avoid delays and keep an application going

Our Story

At Finamply, we’re on a mission to simplify the mortgage process for home buyers! We are proud to be an independent, multi-award-winning Financial Services and Property group, with more than two decades of experience. Finamply exists beyond "making a profit", we focus on demonstrating how we value our people and clients, as well as the communities in which we work.

Your Career

We take great pride in giving the tools, opportunity and time to all of our employees so that they can build a long and fulfilling career in the Financial Services Industry.

Valuing our People

Our colleagues are at the heart of our business. They help to make Finamply excel every day. We offer a range of benefits and rewards that support our colleagues, which help to ensure we are a double award winning 'Employer of the Year’ and a great place to work!

As part of our recruitment process, we may invite you to the first stage; our online assessments these include a situational judgement test, checking and numerical assessments. Please let us know if you require reasonable adjustment to complete the assessments.

By sending us your application you acknowledge and agree to Finamply using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us to let us know.