Vacancy: Mortgage Case Manager
Company & Job Description:
Mortgage Advice Bureau (MAB) is the UK’s largest mortgage network, with access to thousands of products from over 90 UK lenders.
We wish to recruit a highly motivated Customer Care Coordinator, who will be committed to providing a memorable service to our clients, and you will play an integral part in that.
Mortgage Advice Bureau provide expert mortgage and protection advice to a range of clients, from first time buyers applying through help to buy, to families looking to expand their home, to landlords adding to their portfolio.
This is a Full Time Role
Job Specification:
- As a Customer Care Coordinator, you will be passionate about maintaining strong relationships with clients & Advisers.
- You will be supporting our Advisers, Business Owners & High Performing Network Advisers with the arrangement of appointments, both Mortgage & Protection reviews.
- You will act as a point of contact for clients, ensuring their current mortgage and/or protection package is the most suitable for them.
- Although you will not be required to provide advice, you will be armed with the relevant training and knowledge to engage in meaningful conversations with our clients.
- You will have strong organisational skills to ensure the client is appointed the relevant Adviser at the best possible time in their client journey.
- You will work with our PAYE team as well as members within our Self Employed Network, and ensure you are delivering the best client experience at varying stages of their journey, to best represent Mortgage Advice Bureau as well as the Businesses trading under us.
Key Responsibilities:
- Contact clients to maintain relationships and identify opportunities by following best practices and procedures.
- Ensure all data is processed and cleansed with accuracy and efficiency, keeping client information confidentially and secure, in line with GDPR
- Provide effective communications to both the client and Adviser
- Develop business relationships with Advisers, ensuring a timely follow up to make certain leads are being dealt with
- Update records and track accurately
- Effectively utilise lead sources to establish client needs and book with the relevant adviser
- Support the generation of reviews, referrals for Advisers
Person Requirements:
- Clear & engaging personality with the ability to build rapport quickly with clients and Advisers Confident telephone manner with good objection handling skills
- Self motivated and “can do” attitude
- Proactive approach to workload and the ability to work to challenging targets and deadlines whilst maintaining the quality of results
- Able to work efficiently on own initiative
- Proficient in Excel
- Willingness to learn and develop
- CeMap Qualification is not essential, but desirable
- Ability to commute to Edinburgh Office
Our Wellbeing and Benefit Package
- Highly competitive salary with opportunity for bonus
- A voice! We welcome and value everyone’s opinion and encourage you to tell us how we can improve in what we do
- Opportunity for flexi-working at home and in our city centre offices in Edinburgh
- Upskilling Apprenticeship Programme
- Array of benefits including Cycle to Work Scheme
- 30 days holiday rising to 33 days holiday
- Birthday day off
- Company organised Christmas Night Out and Summer BBQ
- Fun Friday’s including office drinks and monthly staff events
- Company sick pay
- Refer a friend incentive
- Employee of the Month, receiving vouchers
- Charity & Social Committee
- Wellbeing updates and information
- Annual paid Charity Day
How to Apply:
To apply please forward a covering letter and a copy of your CV to [email protected]
Likewise, please feel to contact Louise should you have any questions about this role.