Client onboarding manager Work, Jobs in Southampton, Ham (with Salaries)

Mortgage Case Executive
Your Mortgage People —Fareham
- £26,000 - £30,000 a year
- Full-time
- Customer service
- Mentoring
- Organisational skills
Quick apply
eCommerce Executive
Green Snow Ltd. —Romsey
- £30,000 - £34,000 a year
- Full-time
- English
- Travel
- In-person
- Free parking
- Health & wellbeing programme
Quick apply
Account Manager Mascus
RB Global —Winchester
- Remote
- CRM software
- Business development
- Communication skills
Quick apply
Compliance Monitoring Manager
JMC Aviation —Bournemouth
- Monday to Friday
- Management
- Engineering
- Maintenance
- Free parking
- Annual leave
14d
Field Sales Representative
Flatpay —Portsmouth
- £2,120 a month
- Full-time
- Sales
- No experience needed
- English
- Free parking
Quick apply
HGV Technician
Rygor Service Solutions —Southampton
- £19.50 an hour
- Overtime
- Health & wellbeing programme
- Annual leave
HR Compliance Co-Ordinator
Ramboll —Southampton
- Full-time
- Hybrid work
- Organisational skills
- Communication skills
Quick apply
1d
Client Care Lead
Right at Home Solent & Southampton —Fareham
- £25,000 - £29,000 a year
- Organisational skills
- Leadership
- Communication skills
Quick apply
Office Manager
Charles Stanley —Southampton
- Full-time
- Administrative experience
- Supervising experience
- Continuous improvement
8d
Sales Administrator
Waltet Materials Ltd —Southampton
- Up to £28,000 a year
- Full-time
- Writing skills
- English
- Organisational skills
- Free parking
- Employee discount
Quick apply
3d
Platform Support Associate
Saltus —Fareham
- £32,000 - £35,000 a year
- Full-time
- Hybrid work
- Continuous improvement
- Financial services
- Time management
Quick apply
1d
Account Manager
Bishops Printers —Portsmouth
- £28,000 - £35,000 a year
- Full-time
- Organisational skills
- Communication skills
- Free parking
Quick apply
1d
Employee Relations Manager
Right at Home - Isle of Wight —Bembridge
- £30,000 - £34,000 a year
- Full-time
- Microsoft Office
- Travel
- Human resources
- Referral programme
Quick apply
3d
Sales Admin & Weighbridge Cover
Waltet Materials Ltd —Southampton
- Up to £28,000 a year
- Full-time
- Microsoft Excel
- Writing skills
- English
- Free parking
- Employee discount
Quick apply
3d
Investment Managers Assistant
Charles Stanley —Southampton
- Full-time
- Microsoft Word
- Continuous improvement
- Team management
10d
Postal Operations Assistant Manager
Clarke Willmott LLP —Southampton
- Management
- Supervising experience
- Continuous improvement
Service Manager
Value Rich Care Pathways —Winchester
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Training & development
Quick apply
Field Manager
M Group —Southampton
- Team management
- Annual leave
- Employee assistance programme
9d
Service Manager
Value Rich Care Pathways —Winchester
- £30,000 - £40,000 a year
- Full-time
- Hybrid work
- Business development
- Organisational skills
- Training & development
Quick apply
10d
Letting Agent
The Letting Experts —Southampton
- £70,000 - £100,000 a year
- Remote
Quick apply

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Mortgage Case Executive

Your Mortgage People
Fareham

Quick apply

Job details

Permanent | Full-time
£26,000 - £30,000 a year

Qualifications

Underwriting
Customer service
CeMap
Mentoring
Organisational skills
Financial services
Communication skills

Full job description

Mortgage Case Executive

Location: Segensworth, PO155SH

Full Time – Office Based

Salary: £26,000 To £30,000

Job Role:

We are looking for a candidate who enjoys solving problems, isn’t afraid of complex scenarios, and likes digging into detail.

Are you someone who wants to build a career in the mortgage industry where you can have a positive influence on customer outcomes?

By immersing yourself into the world of problem solving for mortgages and secured loans you will undertake comprehensive training to develop the skills and understanding to be able to support the Complex Case Manager in ensuring cases pass from enquiry to completion smoothy, compliantly and to company standards.

In time, once you have developed the skills and the confidence, you will work independently with mortgage advisors and administration staff to handle all standard, non-standard and specialist lending scenarios.

Core Responsibilities:

Work alongside the Complex Case Manager to absorb their decades of experience, and to understand the wider context of problem solving secured lending applications and learn how to effectively progress cases to completion.
Undertake continuous training to improve your knowledge and understanding of all aspects the mortgage journey. Helping staff to navigate cases from enquiry, through onboarding, through fitting lender criteria, through resolution of underwriting queries, through overcoming legal complications, and to completion.
Support the Complex Case Manager in feeding back information and solutions to mortgage advisors, processors and completion officers, to help progress customers cases as smoothly as possible.

Development Plan:

A comprehensive training plan will be provided, including areas such as:

Reviewing clients circumstances and eligibility
Researching lenders and criteria
Training on property suitability
Training in Land Registry matters and understanding legal complications
Mentoring from experienced case manager and other stakeholders within the business
Exposure to increasingly complex cases over time
Working towards managing the progression of cases independently

You will be fully supported in this role as you pass through the training, and onto the career pathway. If you are invested in us, we will invest in you.

Requirements:

To be successful in this role, you'll ideally have:

Previous experience within the mortgage industry.
Secured loan experience (desirable).
Experience in secured lending packaging and/or underwriting (desirable).
Excellent attention to detail and the ability to work accurately in a fast-paced environment.
Strong organisational skills with the ability to manage multiple tasks and priorities.
Excellent written and verbal communication skills.
A natural problem-solving mindset with the ability to think logically and find solutions to complex scenarios.
The ability to research information and apply your findings to real-life lending cases.
A willingness to learn, take feedback, and adapt as the role develops.
A genuine interest in building a long-term career within the mortgage and secured lending industry.
Confidence working collaboratively within a team while also developing the ability to work independently.
CeMAP (or equivalent) is advantageous but not essential.
The ability and willingness to work full-time from our office. This is an office-based role and home or hybrid working is not available due to the hands-on nature of the training.

We're looking for someone who is motivated, inquisitive, enjoys solving problems, and is keen to develop specialist knowledge in complex mortgage and secured lending cases.

Pay: £26,000.00-£30,000.00 per year

Application question(s):

Are you CeMAP qualified or hold equivalent qualification?
Do you have experience in Mortgages, Financial Services or Administration?
Do you have an understanding of mortgage processes?
Do you have customer service experience?

Work authorisation:

United Kingdom (required)

Work Location: In person

Quick apply

Refine Your Search

client onboarding manager jobs in southampton, ham

Mortgage Case Executive

eCommerce Executive

Account Manager Mascus

Compliance Monitoring Manager

Field Sales Representative

HGV Technician

HR Compliance Co-Ordinator

Client Care Lead

Office Manager

Sales Administrator

Platform Support Associate

Account Manager

Employee Relations Manager

Sales Admin & Weighbridge Cover

Investment Managers Assistant

Postal Operations Assistant Manager

Service Manager

Field Manager

Service Manager

Letting Agent

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