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Apprentice Mortgage Case Handler

Dynamo
Job LocationCamberley
EducationNot Mentioned
SalaryCompetitive salary
IndustryNot Mentioned
Functional AreaNot Mentioned
Job TypePermanent , full-time

Job Description

Job DescriptionApprentice Mortgage Case Handler/ AdministratorJob Objective:To provide excellent customer service in processing mortgage applications from beginning to end, by collecting and checking clients documentation, progressing through the mortgage process while updating clients, lenders and solicitors.Responsibilities:Ultimately you will support our Existing Mortgage Advisors by:

  • Processing incoming client and lender documentation - including copying, checking, certifying and scanning.
  • Regularly communicating and updating clients and lenders of case status, and to progress the case status, via telephone, email and letter.
  • Delivery of excellent customer service.
  • Answering incoming calls and transferring to the correct person/department.
  • Handling sensitive information in a confidential and professional manner.
  • Meet monthly and annual targets, including but not limited to completions, trustpilots, callstats, turnaround times and general insurance referral.
  • Maintaining detailed records to comply with the regulations of the Financial Conduct Authority (FCA).
  • Liaise with other related professionals such as brokers, solicitors, surveyors, underwriters, compliance, case checkers and other.
  • Support QA and Complaints investigations with accurate and detailed statements as required.
  • Work closely and collaboratively with other departments in the provision of great service, for example mortgage consultants in administering mortgage cases.
  • Work closely and collaboratively with other direct team members in providing the service to clients, to mutually cover absences under the “Buddy” system and provide other necessary support.
  • Support the management team in building, encouraging and protecting an inclusive and welcoming environment for all colleagues. Ensure that the company zero-tolerance position on bullying is upheld.
  • Support and uphold other general reasonable task requirements ad-hoc, as required by your line manager.
  • Upholding and following all company policies and procedures.
  • As a Dynamo colleague, play a key role in contributing to upholding the firm’s Consumer Duty obligations within your job role, considering and applying these obligations in all actions and decisions that are taken.
MS01336

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