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Real Estate jobs in Cambuslang West

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Job Post Details

Mortgage Case Manager - job post

The Mortgage Exchange
5.0 out of 5 stars
3 Candymill Lane, Hamilton ML3 0FD
£25,000 - £30,000 a year - Permanent, Full-time

Job details

Pay

  • £25,000 - £30,000 a year

Job type

  • Permanent
  • Full-time

Location

3 Candymill Lane, Hamilton ML3 0FD

Benefits

Pulled from the full job description

  • Free parking
  • Company pension

Full job description

Job Summary
We are seeking a dedicated and compassionate Case Manager to join our team. The ideal candidate will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.

Duties

  • · Telephone Manner – the successful candidate will have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.

· Chasing –Contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.

· Case updates –Updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.

· Filling- correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience

  • Previous experience in case management or a related field is preferred.
  • Knowledge of financial services is essential for assisting clients with budgeting and resource management.
  • Basic maths skills are required to help clients understand financial concepts effectively.
  • Strong interpersonal skills with the ability to build rapport with diverse populations.
  • Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
  • A compassionate approach with a commitment to supporting individuals in need is vital for this role.
  • · A thorough understanding of mortgage process.

· Meticulous approach to paperwork, accuracy of data entry/electronic filing is essential.

· Whilst training will be given in a “live” environment, your ability to multi-task in a vibrant office is essential.

· A strong understanding of Adobe, MS Word and MS Excel is essential.

· Use of the company’s CRM system will be trained.

· A clear, concise, polite and assertive telephone manner is essential.

If you are passionate about making a difference in people's lives and possess the required skills, we encourage you to apply for this rewarding opportunity as a Case Manager.

Job Types: Full-time, Permanent

Pay: £25,000.00-£30,000.00 per year

Benefits:

  • Company pension
  • Free parking

Work Location: In person

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