Mortgage case manager Work, Jobs in Ellesmere Port, Eng (with Salaries)

Mortgage and Protection Case Manager
Pioneer Mortgage Services —Ellesmere Port
- £24,420 - £30,000 a year
- Full-time
- Basic maths
- Organisational skills
- Financial services
- Work from home
Quick apply
4d
Mortgage & Protection Case Manager
Zeo Finance Ltd —Northwich
- £25,000 - £28,000 a year
- Part-time
- Basic maths
- Organisational skills
- Financial services
- Referral programme
Quick apply
Mortgage Case Manager
Express Mortgage Services —Wigan
- From £26,106 a year
- Full-time
- Organisational skills
- In-person
- Time management
- Free parking
Quick apply
Paraplanner
Aimée Willow Connex —Warrington
- Customer service
- Organisational skills
- Financial services
9d
Head of Development
PLS Solicitors —Altrincham
- £70,000 - £85,000 a year
- Full-time
- Hybrid work
- Azure
- Management
- SQL
- Employee assistance programme
- Employee discount

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Mortgage and Protection Case Manager
Pioneer Mortgage Services —Ellesmere Port
Completing Recommendation reports for Protection sales. Completing submission on Company system Gateway for all Protection sales. Booking in 12-month reviews.
£24,420 - £30,000 a year
Quick apply
4d
Mortgage & Protection Case Manager
Zeo Finance Ltd —Northwich
Previous mortgage or financial services admin experience essential (1–2 years ideal). Discuss case progress and clarify queries with clients.
£25,000 - £28,000 a year
Quick apply

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Mortgage and Protection Case Manager

Pioneer Mortgage Services
Ellesmere Port

Quick apply

Job details

Full-time
£24,420 - £30,000 a year
4 days ago

Benefits

Work from home
On-site parking

Qualifications

GCSE
Basic maths
Organisational skills
Financial services
Communication skills

Full job description

Job Summary
We are seeking a dedicated Mortgage and Protection Case Manager to join our financial services team and support the Protection Manager.

The successful candidate will be responsible for managing client cases related to mortgage and protection products, ensuring smooth processing and compliance throughout the customer journey. This role offers an excellent opportunity to develop within a professional environment, providing vital support to clients seeking financial security and homeownership solutions. The position is 4/5 days per week , mainly office based but with with the option of working from home 1 day a week once the initial training period of a month has been completed.

Duties

Completing Recommendation reports for Protection sales
Completing submission on Company system Gateway for all Protection sales
Chasing GP reports back from surgeries
Keeping track of mortgage completion dates
Checking in with insurers for decisions on applications
Booking in 12-month reviews
Liaise with clients, lenders, and insurance providers to gather necessary documentation and information.
Maintain accurate records of case progress, correspondence, and documentation within the company’s CRM system.
Ensure compliance with industry regulations, company policies, and data protection legislation at all times.
Previous experience within financial services or a related customer-focused role is desirable but not essential.
Strong organisational skills with the ability to manage multiple cases simultaneously.
Excellent communication skills, both written and verbal, with a professional approach to client interaction.

Pay: £24,420.00-£30,000.00 per year

Benefits:

On-site parking

Work Location: In person

Quick apply

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mortgage case manager jobs in ellesmere port, eng

Mortgage and Protection Case Manager

Mortgage & Protection Case Manager

Mortgage Case Manager

Paraplanner

Head of Development

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