Job Specification: Mortgage Case Manager
Location: AltrinchamEmployment Type: Full-TimeAgency: Imperium Financial Recruitment
Role Overview: Imperium Financial Recruitment is seeking a skilled Mortgage Case Managers to join one of the leading mortgage intermediary firms. The successful candidate will play a crucial role in managing mortgage applications and ensuring a seamless process for clients from initial enquiry through to completion.
Key Responsibilities:
- Manage a portfolio of mortgage cases, handling each case from initial client contact through to final approval and completion.
- Review and assess mortgage applications, ensuring all required documentation is complete and accurate.
- Liaise with clients, lenders, and other stakeholders to gather necessary information and address any queries or issues.
- Provide expert advice and support to clients on mortgage products, processes, and requirements.
- Coordinate with underwriting teams to ensure timely processing and approval of mortgage applications.
- Monitor the progress of each case, ensuring deadlines are met and clients are kept informed throughout the process.
- Maintain accurate and up-to-date case records and documentation.
- Ensure compliance with relevant regulations and company policies throughout the mortgage application process.
- Identify opportunities to enhance client service and streamline processes to improve efficiency.
- Stay informed about industry trends, mortgage products, and regulatory changes to provide up-to-date advice to clients.
Qualifications and Experience:
- Proven experience as a Mortgage Case Manager or in a similar role within the mortgage industry.
- Strong understanding of mortgage products, processes, and regulatory requirements.
- Excellent organizational skills with the ability to manage multiple cases simultaneously.
- Exceptional communication and interpersonal skills, with a focus on delivering excellent client service.
- Proficiency in mortgage processing software and MS Office Suite.
- Relevant qualifications or certifications in mortgage advisory or case management are desirable.
Skills and Attributes:
- High attention to detail and accuracy.
- Strong problem-solving skills and the ability to handle complex cases.
- Ability to work independently and as part of a team.
- Proactive approach with a focus on client satisfaction and process improvement.
Application Process: Interested candidates are invited to submit their CV and cover letter to Imperium Financial Recruitment. Applications will be reviewed on a rolling basis, and shortlisted candidates will be contacted for an initial interview.