Mortgage Case Manager

The Mortgage Case Manager will be responsible for processing residential and But To Let enquiries from application to completion. Working within a small but focused team the individual should be motivated to overachieve the companies individual and company targets. The individual will assist the team in achieving target by taking proactive measures to process the cases in accordance with the Company and lender panel processing guides. The Mortgage Case Manager will liaise with brokers, mortgage providers, legal teams and surveyors as part of the process. Duties and Responsibilities of the Mortgage Case Manager: Collect fees from clients and brokers where required Ensure client data is captured accurately and recorded within company CRM system, to adhere to the current regulatory GDPR policies Follow the company s sales process Follow the departments CPD log requirements Customer care calls to brokers to ensure that the processing is smooth and offer assistance to queries if required Use the companies CRM system to set review dates for completed loans, therefore creating opportunities for re-sale Attend internal sales and lender sales meetings to ensure accurate understanding of the market is obtained (on occasions, or by TEAMS) Maintain constant dialogue with brokers and third parties during the processing of every application Maintain company standards for CPD through internal training programs, online courses and market research through trade press Carefully interpret ..... full job details .....