Trainee mortgage broker Work, Jobs in Great Yeldham, Ess (with Salaries)

Trainee Case Handler
Taylor Rose —Bishop's Stortford
- Organisational skills
- IT
- Communication skills

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Trainee Case Handler

Taylor Rose -
Bishop's Stortford

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Job details

Qualifications

Organisational skills
IT
Communication skills

Full job description

This role involves but is not limited to:
To work with team members to ensure the highest level of customer service is maintained at all times.

To organise and prioritise individual caseloads in order to meet the firms and industry targets.

To respond to client enquiries in a manner conducive to the promotion of business and personal relationships and to ensure that client expectations are met.

To deal promptly and effectively with all correspondence relating to the matters with which you have conduct.

To co-operate with the Team Manager & Operational Managers and carry out work as directed by them. To ensure that any matter that requires the attention of a Manager is brought to their attention promptly.

To process all data and information in accordance with the firm’s confidentiality procedures and data protection requirements.

Processing data accurately and effectively on the case management system.

Answering inbound phone calls promptly and updating on the status of the case. Be proactive in advising the next steps and what is required to progress the case.

Making outbound calls, liaising with lenders, mortgage brokers & third parties (where applicable).

Ensuring the online portal is kept up to date, replying to online portal messages

Obtaining official copies and documents from the Land Registry.

Title checking whether property is freehold or leasehold/name and address match, restrictions and other non-standard issues.

Requesting and frequently chasing redemption statements from current mortgage lenders. Checking redemption statements for penalties and identifying if any shortfall.

Processing post on a daily basis which will include checking documents, mortgage deed, ID, insurance and questionnaires.

Checking the mortgage offer for special conditions and making the appropriate enquiries, searches, referrals to lender

Chasing outstanding documents from borrowers/brokers by phone, online portal and letter (where applicable).

Liaising with the borrower to agree a completion date prior to requesting funds from the lender. Calculate the final figures in readiness for completion.

Taking shortfall payments whilst adhering to money laundering regulations and the Firm’s policies.

Submitting the request for funds (COT) to the lender ensuring this is carried out in accordance with the lender’s process and timeframe

After completion, chasing discharge documents from mortgage lenders, liaising with the Land Registry, dealing with applications, requisitions, overpayment cheques within our post completion procedures.

Notices to management companies/landlords - serving and issuing cheques.

Requirements:
Strong IT Skills

Strong communication skills both written and verbal

Proactive approach to working

Excellent attention to detail

Good organisational skills

Ability to work under pressure and to tight deadlines

Work to targets.

Upselling of additional products

Team player

Ability to work independently and within a team

Flexible and adapts well to change.

Company Core Values:
Aspire: To challenge convention, an entrepreneur with energy for change. To be the best that we can be

Integrate : Bring together people and systems into a cohesive force

Innovate: To creatively evolve our working practices, use our revenue and resources in a virtuous cycle of improving our people, systems and growth

Commit: To delivering excellent client experience and working with integrity, investing in long term relationships, creating a strong market position and delivering sustained commercial advantage

Apply Now

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Trainee Case Handler

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