Trainee Mortgage Case Manager

Company	Stellar SelectSee more
Address	Watford, Northamptonshire
Category	Administrative

Job description

Job Title:Trainee Mortgage Case Manager

Location: Watford

Salary: Up to £24,000

Hours: Monday – Friday – 9am – 5:30pm

Benefits:

Contributory Pension scheme
Private Medical Healthcare
Life Assurance
Dental Plan
Free eye tests
Annual leave purchase scheme
Social events
Refreshments
20 days annual leave with bank and public holidays on top
Perk box
Superb development opportunities

About our Client:

Our esteemed client is a distinguished specialist lender, renowned as one of Europe’s most rapidly advancing leaders in property finance and specialised lending. With a results-driven mindset, they consistently strive to exceed expectations and deliver outcomes that go above and beyond with the customer always in mind.

Demonstrating their commitment to fostering a vibrant work environment, they have made substantial investments in their office space, ensuring it serves as an optimal setting for their dedicated staff to not only work but also thrive. They have a sun terrace with a pergola and seating, an atrium breakout space, a coffee point, 72 new cycle storage points and changing facilities.

This forward-thinking company has expanded its Learning and Development function. This expansion shows their dedication to enhancing the skill sets of their valued team members. The commitment to supporting their employees’ educational pursuits is evident in their generous backing of CeMap study.

Beyond professional development, they actively promote a positive workspace by organising regular social events and embracing dress-down Fridays.

About the role:

Working for a specialist lender, we have a fantastic opportunity for individuals eager to enter the mortgage and specialist lending sector. No prior experience is necessary, as comprehensive training will be provided.

As a Case Manager in this role, your primary responsibility will be overseeing a pipeline of 1st and 2nd charge cases post-mortgage offer issuance. Your key duties will involve offering crucial administrative support to the underwriting team within our client’s mortgage lending division. This role plays a pivotal part in ensuring the smooth and efficient processing of mortgage applications.

Responsibilities:

Act as point of contact for incoming calls to the team’s main group telephone number
Engage with relevant stakeholders both internally and externally to obtain information to progress cases to completion
Monitor and manage the upcoming expiration of documents and offers
Update all relevant systems to maintain management information
Ensure that all mortgage conditions are satisfied before cases are completed
Work closely with the underwriting team to effectively manage the post-offer caseload
Process incoming completion documentation either via post, email etc
Provide daily/weekly/monthly completion forecasts to line manager
Gain a full understanding or the underwriting process (underwriting cross-skill to provide cover when required)
Create a digital application file and all necessary documentation is collected, scanned, and stored correctly.
Instructing Solicitors to act on behalf of the business.
Carrying out a QA check for other underwriters.
Return any original documents to clients

Experience required:

Experience within an administrative role or a graduate keen to secure their first position in specialist lending
Excellent communication skills
Ability to pick up new skills
Excellent attention to detail
Positive attitude to develop and expand knowledge
Ability to perform well under pressure

Trusting Stellar Select:

At Stellar Select, our commitment goes beyond recruitment; it’s about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.

Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.

Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here’s what our complimentary service includes:

Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
Industry Expertise: Benefit from our in-depth knowledge of the industry, providing you with insights that set you apart in your career.
1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
Negotiation of Job Offers: We’ll manage the negotiations on your behalf, aiming for offers that align with your expectations.
Market Insights: Stay informed with the financial market insights that empower you to make informed career decisions.
Recruitment Process Updates: No more uncertainty. We keep you in the loop with regular updates on your recruitment process.
Matching to Other Roles: Your journey doesn’t end with one opportunity. We explore matches to other roles based on your experience and interests.
Referral Programs: Spread the word and be rewarded.