Trainee Complex Case Executive – Mortgages
Line Manager: Mark Bradshaw
Location: Segensworth
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.
Skills Required:
- Strong attention to detail
- Organised and able to manage multiple tasks
- Good communication skills (written and verbal)
- Willingness to learn and take feedback
- Problem-solving mindset
- Ability to research and apply findings to real life scenarios
Desirable (not required)
- CeMAP qualification (or equivalent)
- Experience in mortgages, financial services, or administration
- Understanding of mortgage processes
- Customer service experience
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
