Case Manager / File Handler

Job Overview

Case Manager / File Handler

Imagine a full time career working for the UKs favourite Finance Broker as a Case Manager within a Mortgage Advice team. Then add a large open planned office with a collaborative and fun environment.

Does this sound like something you would like to be a part of? Then continue reading…

You could have a background as a Claims Processor, Claims Manager, Case Manager, Mortgage Administrator, Claims Handler or Claims Administrator…

The role consists of processing and managing loan applications from the initial response
through to completion, ownership and management of tasks to successfully deliver loan
completions for our customers.

Case Manager Responsibilities:

Effectively manage a pipeline of first charge mortgage applications through to
* Fully review new cases where customers have responded after point of sale to
accurately underwrite the case in accordance with the lenders criteria
* Correspond both written and verbally with the customer throughout the process
* Request all required information from third parties – e.g. mortgage companies,
management companies, solicitors, accountants, surveyors
* Instruct all necessary valuation reports, and review upon receipt, and request and
review any further reports required
* Undertake all calls and underwrite with adherence to compliance and regulatory
* Update, obtain and maintain all related systems with data, notes and tasks
* Refer cases to lender where they might be slightly outside of criteria

The Ideal Case Manager will…

Proven experience of working successfully to targets
* Current or recent experience of an outbound call environment
* Ability to respond quickly to training and adapt to changes within the industry
* Able to carry out processes in a compliant manner
* Able to demonstrate achievements against a wide range of competencies
* Experience in a busy environment

What's in it for you?

* Vitality Healthcare upon completion of probation
* Company Pension Scheme
* Rising holiday entitlement
* Free secure parking
* Great location close to transport links
* Access to training and development
* Stimulating career progression
* Annual awards evening
* Regular social nights
* Company uniform provided

Basic Salary of £18,000 – £20,000 DOE



Bolton, Greater Manchester

Full Time


Job Detail
  • Offerd Salary0- £15,000
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