Customer Service - Mortgage Case Handler

Posted 9 April by Change Recruitment Easy Apply Featured

Change Recruitment have some up and coming opportunities for Mortgage Case Handlers to work within a very customer service driven environment.

These roles will give you the opportunity to work within a highly successful financial service/mortgage team based in Clydebank.

To be considered you MUST:

· Pass a full credit check

· Disclosure Scotland check

· 3 year employment/education reference check

What’s in it for YOU as a Customer Service Advisor:

· Full time hours, between 8am - 6pm, Mon - Fri, 35 hours per week

· Salary up to £23,700 depending on experience

· Permanent contract

· Pension & share save scheme

· 25 days holiday + statutory holidays

· Onsite canteen

· Free parking

· 5 minutes from train station

· Attractive discounts on banking products and popular high street stores and restaurants

The role of a Case Manager involves:

You will be responsible for supporting a panel of Intermediaries (Brokers) and Relationship Partners through pro-active pipeline management. There will be NO contact with the customer directly within this role.

Duties & Responsibilities:

· Manage a pipeline of mortgage applications and provide comprehensive updates to brokers.

· Handle inbound and outbound telephone calls and email correspondence.

· Verify supporting documentation such as pay slips, wage slip, P60's etc.

· Proactively build and develop pivotal client relationships with existing and new brokers.

· Identify the individual needs of brokers, supporting that need through attention to detail and excellent client service.

· Discuss with clients current product, process and procedure.

· Complete specific administrative tasks to ensure the delivery of an excellent service to brokers.

To be successful in this team you must have:

· Experience within the mortgage industry and mortgage product knowledge essential.

· Experience reviewing documents, calculating income or assessing cases.

· Experience reviewing income and expenditure.

· Previous experience dealing with telephone based enquiries.

· Experience dealing with or knowledge of mortgage brokers, preferred.

· A genuine passion for providing excellent customer service.

· An interest in building a career within the mortgage industry.

· Experience dealing with difficult situations.

· Confident, articulate and enthusiastic.

· Organised, self-motivated and a team player.

· Excellent analytical and communication skills.

· PC literate - knowledge of excel and word

If your skills match the full criteria above and you are keen to be considered, please submit your CV.

Reference: 34857298

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