Job Description

Job Role: Mortgage Case Manager 👨‍💼

Salary Range: £22,000-£25,000 💷

Location: Glasgow Southside 📍

Envoy Financial Ltd is Expanding!

Interested in financial services?

Looking for an amazing career opportunity?

We are a leading Independent Mortgage Broker located in Glasgow’s South Side. We are thrilled to announce our expansion and are eager to welcome a new team member who is enthusiastic about growing with us. This is a remarkable opportunity to gain a foothold in the financial services sector with a dynamic, forward-thinking company. As Envoy Financial Ltd continues to flourish, further opportunities are likely to arise for driven and dedicated individuals.

We are focused on our customer experience being second to none. We are looking for an individual who shares that passion for delivering exceptional service to our clients. The role will be to provide administrative support to the brokers and to join an established and successful case management team.

The business is continuing to grow and expand, and this is an opportunity for an aspirational individual to join a business which is focused on developing its people.

Key elements of the role:

Managing the mortgage application process & decision in principle
Proactively progress mortgage and protection applications through to completion
Finding solutions to problems
Working with clients
Liaising with solicitors
Updating CRM with status

The successful candidate will be able to demonstrate the following:

Strong organisational skills and the ability to prioritise tasks
Be confident speaking with clients and use their initiative to problem solve
Strong communication skills both written and verbal
Excellent attention to detail
Ability to work efficiently and effectively in a fast paced environment

While experience in the mortgage industry is desirable, it is not essential. We are looking for someone with the right attitude and a strong willingness to learn

Get in touch by sending your CV to:

Graeme@envoyfinancial.co.uk

Envoy Financial Ltd

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Mortgage Case Manager