Remortgage Case Manager | Job in County Durham

*Summary/Opportunity - Remortgage Case Manager *

In this exciting opportunity with our organization we are seeking a dedicated and experienced Remortgage Case Manager to join our dynamic team. The ideal candidate will play a crucial role in managing the remortgage process, ensuring seamless customer experiences while maintaining compliance with industry standards. Responsibilities:

• Manage a portfolio of remortgage cases from application through to completion
• Liaise effectively with customers, brokers, and internal teams to gather necessary documentation and information
• Conduct thorough analysis of applications, making informed decisions based on underwriting criteria
• Ensure accurate and timely processing of applications to meet service level agreements
• Maintain up-to-date knowledge of market trends, regulations, and products to provide expert advice to customers
• Collaborate with other departments to resolve any issues that may arise during the remortgage process Requirements:
• Proven experience in a similar role within the mortgage industry
• Excellent understanding of remortgage processes, underwriting principles, and regulatory requirements
• Strong analytical skills with the ability to make sound decisions based on data and information provided
• Exceptional communication and interpersonal skills with a customer-centric approach
• Ability to work in a fast-paced environment while maintaining attention to detail and accuracy
• Strong organizational skills with the ability to manage multiple cases simultaneously By joining our team, you will have the opportunity to grow professionally in a supportive and collaborative environment. We offer competitive remuneration packages and benefits that reflect your contributions to our organization. If you are passionate about delivering exceptional customer service and thrive in a challenging yet rewarding role we would love to hear from you! We celebrate diversity and are proud to be an equal opportunity employer. We welcome applications from all qualified individuals regardless of race, color, religion, gender, gender identity or expression, sexual orientation, national origin, genetics, disability, age, or veteran status. To apply for this position, please submit your resume and cover letter detailing your relevant experience and skills to our recruitment team via the application portal on our website. The deadline for applications is . We look forward to reviewing your application!

Job Role Summary

*Job Role Summary - Remortgage Case Manager *

In this dynamic and challenging role within our team, you will be responsible for managing the end-to-end remortgage process for a diverse client base. Your primary focus will be on ensuring efficient and compliant delivery of remortgage applications, providing exceptional customer service throughout the process. Key Responsibilities:

• Manage a high volume of remortgage cases, working to service level agreements and compliance requirements.
• Liaise with internal teams, external solicitors, valuers, and brokers to ensure a smooth application process.
• Assess, verify, and validate all necessary documentation for each case.
• Provide regular updates to clients and other stakeholders on the progress of their applications.
• Resolve any queries or issues that arise during the remortgage process in a timely and professional manner.
• Contribute to continuous improvement initiatives within the team, striving to enhance efficiency and customer satisfaction. Skills & Experience:
• Proven experience in a Remortgage Case Management role or similar role within financial services.
• Excellent organizational skills with the ability to manage multiple cases concurrently.
• Strong communication skills, both written and verbal with the ability to build rapport with clients and colleagues alike.
• Proficient in using case management systems and Microsoft Office applications.
• A sound understanding of remortgage processes, products, and regulatory requirements.
• Demonstrable problem-solving abilities with a focus on finding practical solutions. If you thrive in a fast-paced environment, enjoy building strong relationships, and have a passion for delivering excellent customer service we would love to hear from you. This is an exciting opportunity to join our growing organization and contribute to the success of our remortgage team.

Professional Skills

In this pivotal role as a Remortgage Case Manager within our dynamic organization, you will leverage a robust set of professional skills to ensure the seamless delivery of exceptional remortgage services to our valued clients. The ideal candidate for this position is proficient in:

*Expertise in Mortgage Industry Regulations and Compliance: *

A comprehensive understanding of the mortgage industry regulations, guidelines, and compliance requirements is essential to provide accurate advice and ensure a smooth transaction process.

• *Proven Experience in Case Management:

Demonstrate your ability to manage multiple remortgage cases concurrently, prioritizing tasks effectively, and meeting critical deadlines with precision.

• *Strong Communication Skills:

You will be required to liaise frequently with clients, solicitors, brokers, and other internal teams. Excellent verbal and written communication skills are vital to build relationships, maintain transparency, and avoid misunderstandings.

• *Analytical and Problem-Solving Abilities:

Your analytical skills will be instrumental in assessing cases, identifying potential issues, and devising effective solutions to overcome challenges that may arise during the remortgage process.

• *Attention to Detail:

The intricacies of remortgage processes necessitate meticulous attention to detail. You will be expected to handle paperwork, documents, and data accurately and efficiently.

• *Customer Service Orientation:

A client-centric approach is essential in this role. Your ability to understand and empathize with clients' needs, provide them with relevant information, and ensure their satisfaction throughout the remortgage process will be crucial.

• *Organizational Skills:

Successful management of multiple cases requires exceptional organizational skills. You will need to maintain an organized workspace, prioritize tasks, and allocate resources effectively to maximize efficiency and productivity.

• *Technical Proficiency:

Familiarity with industry-specific software and platforms is important for streamlining processes and improving overall efficiency. By joining our team as a Remortgage Case Manager, you will have the opportunity to grow professionally, collaborate with experts in the field, and make a significant impact on clients' lives by guiding them through complex remortgage transactions. We are eager to welcome a dedicated, detail-oriented professional who embodies these essential skills and is ready to contribute to our mission of delivering exceptional service.

Applicant Requirements

Thank you for your interest in the Remortgage Case Manager position with our organization. In this role, you will be responsible for managing a caseload of remortgage applications, ensuring they are processed efficiently and accurately. If you have a strong attention to detail, excellent communication skills, and a solid understanding of the mortgage industry we would love to hear from you.

*Key Responsibilities: *

• Manage a caseload of remortgage applications, ensuring they are progressed in line with service level agreements.
• Liaise effectively with applicants, estate agents, solicitors, and other third parties to gather all necessary documentation and information for the application process.
• Conduct thorough assessments of each case, making informed decisions based on underwriting guidelines.
• Maintain accurate and up-to-date records for each case, ensuring compliance with regulatory requirements and internal policies.
• Provide excellent customer service to all parties involved, keeping them informed of the progress of their application at all times.
• Work collaboratively with other team members to ensure smooth operation of the remortgage department.
• Continuously develop your knowledge of the mortgage industry and stay up-to-date with changes in regulations and best practices.

*Essential Requirements: *

• Proven experience in a remortgage case management role, preferably within the financial services sector.
• Excellent organizational skills and the ability to manage multiple cases simultaneously.
• Strong communication skills, both written and verbal with the ability to build rapport with customers and colleagues alike.
• A strong attention to detail and the ability to make informed decisions based on complex information.
• Knowledge of underwriting principles and regulations within the mortgage industry.
• Ability to work accurately and efficiently under pressure.
• Strong IT skills, including proficiency in Microsoft Office Suite.
• Flexibility to work during business hours, which may include weekends and evenings depending on case volumes.
• Compliance with all relevant regulatory requirements, including the Money Laundering Regulations 2017.

*Desirable Requirements: *

• Previous experience in a customer-facing role, preferably within the financial services sector.
• Knowledge of specific remortgage products and their suitability for different customer needs.
• Experience working with CRM systems and other relevant software.
• Ability to work independently and as part of a team.
• Proactive approach to problem-solving and continuous improvement.
• Commitment to providing excellent customer service and ensuring a positive experience for all parties involved.
• A willingness to learn, adapt, and develop in line with the evolving needs of the organization. We value diversity and encourage applications from candidates of all backgrounds. If you meet the essential requirements and would like to join our dynamic team we would love to hear from you. Please submit your application, including a cover letter outlining why you believe you are suitable for this role and a comprehensive CV detailing your relevant experience, by clicking 'Apply Now'. We look forward to reviewing your application!

Work Environment

Welcome to an exciting opportunity with us as a Remortgage Case Manager in the North East region. Our team is dedicated to delivering exceptional service and ensuring customer satisfaction, which is at the heart of everything we do. This role offers a collaborative work environment where you will have the chance to contribute your skills, while growing both personally and professionally. Working as part of our Mortgage Services department, you will be responsible for managing the end-to-end remortgage process, ensuring that each case is handled efficiently and effectively. This role requires a strong attention to detail, excellent organizational skills, and the ability to work under pressure while maintaining high levels of customer service. We believe in fostering a culture where team members are valued, appreciated, and encouraged to share their ideas. Our open-door policy ensures that everyone has the opportunity to contribute to the continuous improvement of our processes and services. We also understand the importance of work-life balance and offer flexible working arrangements to accommodate individual needs. Our state-of-the-art offices in the North East region provide a modern, comfortable environment conducive to productivity and collaboration. Employees have access to a range of amenities, including an on-site café, breakout areas, and free parking. We are also committed to sustainability and have implemented several green initiatives across our facilities. Joining us as a Remortgage Case Manager will offer you the chance to work with a dynamic, forward-thinking team in the mortgage industry. If you're ready to take the next step in your career and make a meaningful impact on customers' lives we would love to hear from you!