Full job description1st Charge Mortgage Case Manager - Specialist Lending


We are recruiting on behalf of a well-established specialist lending brokerage based in Ringwood for a 1st Charge Mortgage Case Manager to join their focussed Specialist Lending team.


The Role


You will be responsible for processing 1st charge residential and BTL mortgage enquiries from initial enquiry through to completion. Working within a small but focussed team, you should be motivated to overachieve individual and company targets. You will take proactive measures to process cases in accordance with company and lender panel processing guides, liaising with brokers, mortgage providers, legal teams and surveyors throughout the process. You will also assist in the company’s AML function, ensuring risk is minimised and potential fraud is investigated and reported to the relevant team. Exceptional telephone skills are a must in this role.


Duties and Responsibilities


*Collect fees from clients and brokers where required
*Ensure client data is captured accurately and recorded within the company CRM system, adhering to current regulatory GDPR policies
*Follow the company’s sales process
*Monitor the department’s CPD log
*Customer care calls to brokers to ensure processing is smooth and offer assistance to queries if required
*Use the CRM system to set review dates for completed loans, creating opportunities for re-sale
*Attend internal sales and lender sales meetings to ensure an accurate understanding of the market
*Maintain constant dialogue with brokers and third parties during the processing of every application
*Maintain company standards for CPD through internal training programmes, online courses and market research through trade press
*Carefully interpret client documentation to analyse suitability for lenders
*Key information to lender portals or hunt groups to commence a full application
*Create and manage checklists within the CRM for specific lenders for release to clients and brokers
*Clear understanding of internal suspicious activity reporting, with suspicions raised promptly with the T&C Manager or Compliance Director
*Assist other departments with AML checks in addition to specialist sales when required
Skills and Experience


*Motivated and dynamic
*Proven at working dynamically in a pressured environment, with excellent organisational skills
*Excellent computer skills
*Minimum 2 years’ experience in the financial services industry
*Proven experience of excellent verbal and written communication
*Forward-thinking individual with the ability to think outside the box
Salary and Benefits


*£28,000 - £30,000 dependant on experience
*Commission per case completion
*Team quarterly bonus
*Healthshield membership and benefit scheme, joining on Tier 1 and increasing to Tier 2 after probation and Tier 3 after 5 years’ service
*Perkbox membership
*20 days holiday plus statutory bank holidays, increasing each year by 1 day up to 25 days
*Option to buy and sell holiday, increasing up to 30 days holiday per annum
If you have experience in mortgage case management, mortgage administration or specialist lending and are looking for your next step, apply today.