Purpose of role
As a Case Manager you will be required to provide administrative support and outstanding service to our clients. You will take ownership of your clients’ mortgage cases throughout the application process.
Responsibilities
• Deliver an outstanding, efficient service by proactively managing client expectations and providing regular updates from application through to completion
• Maintain accurate and up-to-date records across internal systems throughout the full application lifecycle
• Build and sustain strong working relationships with internal teams and external partners, including Lenders, Solicitors, and Estate Agents
• Liaise with lenders, clients, and third parties to ensure cases progress as efficiently and smoothly as possible
• Proactively manage a large pipeline of active applications, acting as the main point of contact throughout the process
• Drive mortgage applications through to offer in a timely and efficient manner
• Maintain a consistently high level of accuracy and attention to detail
Skills
• Strong knowledge of the UK property market with a good understanding of mortgage processes
• Excellent written and verbal communication skills
• Highly organised with the ability to prioritise effectively in a fast-paced environment
• Comfortable working under pressure while meeting agreed service standards
• Professional, confident, and approachable with an excellent telephone manner
• Strong problem-solving skills with the ability to handle complex cases
• Client-focused, with a commitment to delivering a consistently high level of service
Experience
• Customer Service Experience.
• Office/ administration experience.
• Previous regulatory or financial industry experience is desirable