Case Manager

The Case Manager will support Mortgage Advisers in managing their cases post-submission and managing the case through to completion. This role is pivotal in ensuring smooth case progression, maintaining high standards of service, with a focus on delivering good customer outcomes.

Key Responsibilities:

• Case Management: Oversee the progress of mortgage cases post-submission within agreed timescales, ensuring any case requirements are obtained, liaising with third parties, client and lenders to guide a case successfully to completion.
• Communication: Act as the primary point of contact for Mortgage Advisers, underwriters, and clients, providing updates and resolving any issues that arise within agreed timescales.
• Documentation: Ensure all case files are maintained with up-to-date information, including detailed notes, underwriting decisions, client communications, and any other relevant documentation.
• Problem-Solving: Address and resolve any challenges or discrepancies in case files, demonstrating resilience and a proactive approach.
• Compliance: Ensure all case files are maintained with the utmost quality and comply with all regulatory requirements and company policies, maintaining integrity in all processes.
• Collaboration: Work closely with Mortgage Advisers and other team members to foster a sense of community and support within the department.