Trainee Mortgage Case Manager - Altrincham

Trainee Mortgage Case Manager - Altrincham

Salary: £22,000 - £25,000 per annum

Working for a leading property brokerage specialising in residential and commercial finance.

With a focus on providing exceptional service and personalised solutions, we pride ourselves on

delivering outstanding results for our clients.

Job Description:

We are currently seeking a dedicated and motivated individual to join our team as a

Trainee Case Manager. This position offers a fantastic opportunity for someone looking to kick-start their

career in the finance industry. As a Trainee Case Manager, you will be responsible for assisting our

experienced case management team in completing cases.

Key Responsibilities:

• Answering telephone calls and relaying messages correctly

• Assisting case managers in processing cases from start to finish.

• Liaising with brokers, clients, solicitors, and lenders to ensure smooth and timely progress of

• Managing and organising documentation related to property transactions.

• Creating cases, performing background checks and updating the CRM / spreadsheets

• Providing administrative support as needed, including data entry and file management.

• Undertaking other ad hoc duties as necessitated by the needs of the business, including general

administrative support for the team.

Requirements:

• Excellent communication and interpersonal skills.

• Strong organisational and time management abilities.

• Ability to work as part of a team and on own initiative.

• Ability to retain information and understand processes

• Attention to detail and accuracy in work.

• Ability to work effectively in a fast-paced challenging environment.

• Proficiency in Microsoft Office suite (Word, Excel, Outlook).

• Must always maintain confidentiality

Benefits:

• Competitive salary with potential for growth.

• Comprehensive training and mentorship program.

• Opportunities for career advancement within the company.

• Dynamic and collaborative work environment.

• Company pension