Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact?
Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish?
Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager.
This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do.
Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners.
DAY TO DAY
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Managing mortgage applications from submission through to completion.
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Acting as the main point of contact for clients throughout the application journey.
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Liaising with lenders and providers to obtain updates and progress cases efficiently.
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Requesting and managing outstanding documentation from clients.
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Proactively identifying and resolving issues that could impact application timescales.
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Reviewing mortgage offers and ensuring all information is accurate before notifying advisers.
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Keeping advisers informed of case progress and any potential challenges.
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Maintaining accurate and compliant client records within the CRM system.
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Liaising with introducers and trusted third-party partners where appropriate.
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Uploading and allocating client documentation and correspondence.
WHAT WE'D LOVE TO SEE
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Previous experience working in a mortgage or IFA role, ideally within customer services or administration.
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Excellent communication and relationship-building skills.
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Strong organisational abilities with the capacity to manage multiple cases simultaneously.
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Exceptional attention to detail and accuracy.
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Confidence in dealing with lenders, clients, and advisers professionally.
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A proactive approach to problem-solving and case progression.
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Strong IT skills and experience using CRM systems.
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CeMAP qualification, or working towards it, would be advantageous but is not essential.
FOR YOU
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Competitive salary dependent on experience.
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Fully remote working.
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Ongoing training and professional development opportunities.
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A supportive and collaborative team environment.
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The opportunity to join a growing and successful financial services business.
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A varied role where your expertise and contribution will be highly valued.
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Long-term career development opportunities within a professional and customer-focused organisation.
Apply today or contact Juice Recruitment for a confidential conversation.
INDS