Ezra Finance, a forward-thinking mortgage brokerage in Cardiff, is looking for a
Specialist Finance Case Manager
to join our dedicated team. We pride ourselves on offering a personal, human-centric approach to clients with complex financial situations. This is an exciting opportunity for a dedicated professional with a keen eye for detail to play a crucial role in our mission, ensuring a smooth and efficient journey for both our clients and brokers.
Responsibilities:
Case Management:
Efficiently manage a pipeline of complex finance applications from submission to completion, with a focus on second-charge mortgages and bridging finance.
Lender Liaison:
Act as the primary point of contact between clients, lenders, and brokers, ensuring clear communication and the timely submission of all necessary documents.
Client Support:
Provide exceptional administrative support and customer service, keeping clients informed and confident throughout the application process.
Compliance:
Maintain meticulous records and ensure all work adheres to FCA and company policies.
Broker Collaboration:
Work closely with our specialist brokers to ensure applications are packaged correctly and progressed as quickly as possible.
What We're Looking For:
CeMAP qualified
(essential).
Demonstrable experience in
second-charge mortgages
and
bridging finance
.
Proven experience in a case manager or mortgage administrator role.
A meticulous and highly organised approach to your work.
Excellent communication skills, both written and verbal.
A positive attitude and a passion for providing outstanding customer service.
The Perks:
Hybrid/Flexible working options.
Positive Company Culture:
Enjoy a supportive and fun workplace where we celebrate our successes and genuinely care about our team's well-being
Competitive salary
with a clear commission structure of
5% for non- generated business and 10% for generated business
Career development opportunities
within a growing company.
Casual dress
and a friendly, supportive team environment.
On-site parking
and good transport links.
If you're ready to make a real impact and grow your career with a company that values expertise and customer care, we'd love to hear from you.
Job Type: Full-time
Pay: 28,000.00-32,000.00 per year
Benefits:
Casual dress
Free parking
On-site parking
Transport links
Licence/Certification:
CeMap (required)
Work Location: Hybrid remote in Cardiff, CF10 5DY
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