Hybrid Pre-Offer Case Manager

Posted 1 hour ago

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About the role

  • Pre-offer Case Manager at Keystone Property Finance managing a pipeline of mortgage applications from pre-offer to offer. Collaborating closely with sales, risk, and underwriting teams.

Responsibilities

  • Build and maintain effective relationships with all new and existing clients
  • Act as the first ‘port of call’ with any queries on all mortgage applications from pre offer stage to offer
  • Ensure timely, accurate and appropriate responses to telephone calls/enquiries and any other correspondence from Mortgage brokers
  • Liaise with Mortgage Brokers, appraising them of the progress of specific mortgage cases and seeking to resolve any queries that arise
  • Liaise with the Line Manager, escalating any specific problems for discussion and resolution
  • Liaise with the underwriting team, ensuring that application requirements and conditions are complied with and updated
  • Liaise with external valuer firms to ensure valuation reports are being conducted in line with business requirements
  • Works within prescribed procedures, practices and agreed SLAs
  • Inputs, updates and maintains data onto the system accurately reflecting the current stage of each case
  • Dealing with processing queries relating to each application
  • Manage the dashboard to monitor applications and deal with any relevant tasks
  • Obtain and provide updates on mortgage applications to ensure that they are progressing smoothly from application to offer
  • Review and pre-approve valuation reports in readiness for underwriter’s review
  • Review and pre-approve supplementary documents required on each application
  • Dealing with phone calls both incoming and outgoing, discussing application progress and requesting outstanding items
  • Actioning emails that are received from 3rd parties such as Valuers, Solicitors and Brokers

Requirements

  • Experience in telephone communication
  • Strong stakeholder management skills
  • Excellent communicator
  • Team player
  • Ability to work on your own initiative
  • Ambitious for personal development
  • Proactive and efficient
  • Strong inter-personal skills

Benefits

  • Teamwork & Cooperation
  • Value our People
  • Continuous Improvement
  • Positive Contribution
  • Customer Focus

Job title

Pre-Offer Case Manager

Job type

Experience level

Mid levelSenior

Salary

Not specified

Degree requirement

High School Diploma

Location requirements

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