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
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