Mortgage and Protection Manager

Advert: My client are looking for an experienced Senior Mortgage and Protection Case Manager to take full ownership of mortgage and protection applications from submission through to completion, managing clients, lenders, solicitors and advisers while ensuring every case is proactively progressed, accurately documented and delivered to the highest possible standard. Company Overview: My client is a mortgage and protection broker. We pride ourselves on our commitment to customers and our ability to help clients with our unprecedented level of industry knowledge. My client is seeking a motivated and enthusiastic Senior Case Manager to join the growing team. You will support three advisers alongside another case handler. The ideal candidate will be organised, motivated and have great attention to detail. Key Responsibilities: 1. End-to-End Case Management 2. Mortgage Application Management 3. Protection Case Management 4. Lender & Provider Liaison 5. Case Progression & Pipeline Management 6. Client, Introducer, Solicitor Communication 7. Great understanding of Underwriting & Lender Requirements 8. Strong Compliance & Regulatory Knowledge 9. Quality Control & Attention to Detail 10. Complex Case Management 11. Problem Solving & Case Resolution 12. Process Improvement 13. Training & Mentoring Junior Team Members 14. Client Service & Relationship Management Skills, Knowledge, Qualifications & Experience: Significant Mortgage Industry Experience Full and Strong Understanding of the Mortgage Process Basic Criteria Knowledge of Mortgage Lenders Protection Knowledge & Experience Excellent Communication Skills Outstanding Customer Service Exceptional Attention to Detail Strong Organisational & Time Management Skills Proactive & Self-Motivated Approach Ability to Manage Multiple Cases & Priorities Strong Problem-Solving Skills Ability to Work Under Pressure Confidentiality & Data Protection Awareness Strong IT & CRM System Skills Ability to Take Ownership & Responsibility Ability to Work Independently Ability to Support & Mentor Junior Staff CeMAP Qualified or Willing to Complete Further Qualifications Strong Knowledge of Compliance & Regulatory Requirements PERKS Bonus: Discretionary performance-related Benefits: Free Gym Membership, PMI Cover, once probation passed Holiday: 20 days + bank holidays (28 total) Pension: Workplace pension Probation: 6 months