Job Description

Award-winning Key Mortgage Advice, are seeking an enthusiastic and detail-oriented Mortgage Case Processing Manager to join their expanding processing team ! The ideal candidate is proactive, reliable and thrives in a fast-paced environment.

Job Title: Mortgage Case Processing Manager

Location: Southport (PR9 0TF) or Preston (PR5 6EB)

Job Type: Part-Time. Permanent.

Summary

The successful individual, will manage and provide administrative support to their own client caseload and submit mortgage applications, ensuring timely updates, whilst maintaining accuracy, efficiency, compliance and exceptional customer service throughout the mortgage process.

Key Responsibilities

Offer processing support to the advisors within the firm.
To deal with telephone / email / face-to-face client enquiries.
Submit full mortgage applications to lenders and providers, using both online and paper-based processes.
Track applications and obtain clients mortgage offers in the shortest and most efficient timescales possible.
Communicate with clients, solicitors, lenders and third parties, ensuring a streamline process.
Maintain accurate and organised client files on the firms case management system.

Skills & Qualifications

Previous experience in a mortgage, financial services or administrative support role preferred.
Excellent attention to detail and organisational skills.
Proficient in Microsoft Office Suite (Word, Excel, Outlook).
Understanding the need for empathy in certain circumstances.
Excellent inter-personal skills, both written and verbal.
Customer-focused mindset with a professional and courteous manner.
Excellent rapport building skills.
Ability to work independently as well as part of a team.

Hours to be negotiated with a minimum of 4 days per week (Monday to Friday)

Salary FTE 28,000

Job Types: Part-time, Permanent

Pay: Up to 1,866.45 per month

Expected hours: No more than 32 per week

Benefits:

Company pension
Schedule:

Monday to Friday
Work authorisation:

United Kingdom (required)
Work Location: In person