We're Hiring: Mortgage & Protection Case Manager | UK | Full-Time
We're looking for a highly organised and proactive
Mortgage & Protection Case Manager
to join our clients team. You'll support our clients advisers and clients from application through to completion, keeping everything moving behind the scenes and ensuring excellent service throughout.
Hours:
Full-time, 37.5 hours per week
Location:
Macclesfield
Contract:
Permanent
Salary:
25,000 - 27,500 (depending on experience)
What you'll be doing:
Input and manage client data and documentation in line with GDPR
Liaise with clients, advisers, lenders, providers, solicitors, and medical professionals
Submit documents, chase outstanding info, and track case progress
Keep clients updated with clear communication
Manage the "put on risk" process and take broker fees using internal systems
Step in early to resolve delays and issues
We're looking for someone who:
Has strong admin or case management experience
Is confident dealing with clients and external parties
Works well under pressure and can manage multiple cases
Has excellent attention to detail and organisational skills
Is confident using Microsoft 365 and open to learning new systems
(Bonus) Has knowledge of mortgage or protection processes
Start date:
ASAP
You must have the right to work in the UK.
Job Types: Full-time, Permanent
Pay: 25,000.00-27,500.00 per year
Work Location: In person
Reference ID: Commercial Loan / Finance Broker
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