Job Overview

Bath, England
Job Type
Full Time
£35,000 - £50,000 Per Year
Date Posted
24 days ago

Additional Details

Job ID
Job Views

Job Description

Start date- October 2021

£20,000 p.a + monthly performance related quality bonus

This is a fantastic opportunity to join our award winning client as Mortgage Case Manager.

Working very closely with Mortgage Advisers, you’ll be responsible for processing each mortgage application and managing customer cases through to completion in a timely and efficient manner, using a wide range of skills including written and oral communication, administration and risk management.

The team is driven to ensure that customers’ expectations are managed throughout the process and to provide a high level of service. You’ll perform your role in line with regulatory Policies and Procedures which seek to ensure the service is compliant, resulting in good outcomes for our customers while maintaining the reputation of the brand.


Monday - Friday 9:00am- 5:30pm

As a Case Manager you’ll be responsible for:

  • Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
  • Proactively managing mortgage and life cases and completing all administration timley.
  • Ensuring excellent customer service is maintained throughout the whole process.
  • Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations, and maintain the positive reputation of the company.
  • Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
  • Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
  • Creating, maintaining and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.

Skills and experience: -

They're looking for individuals who are self-motivated, extremely well organised and have an excellent telephone manner and communication skills, both written and verbal. Ideally, you’ve had previous experience in a customer service or administration role. You’ll need to be able to work both as part of a team and on your own, and deliver a high level of customer service.

***They require a minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English.

  • Excellent Communication skills
  • Good working knowledge of IT systems including word and excel
  • Excellent accuracy and attention to detail
  • Ability to prioritise and work to deadlines
  • Good interpersonal skills and someone who actively contributes to the team spirit
  • Effective negotiator both within the organisation and with external partners
  • Self-motivation and accuracy is essential for this role
  • Strong work ethic


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