Position Type: Full time / Permanent
Aberdein Considine are looking to recruit a Mortgage and Protection Case Manager to join our busy financial services team based in Aberdeen. The successful candidate will provide administration support to the mortgage advisers as well as being responsible for the day-to-day processing of new business and servicing requests for existing clients.
SPECIFIC RESPONSIBILITIES
Work closely with the Mortgage and Protection adviser(s) to support administration requirements. New Clients
– Create the case on Acre and complete the Fact Find based on the adviser’s Data Capture Form. Document Check
– Reviewed on receipt, uploaded to Acre and the lender (where applicable). Case Tracking
– Lender contact required to track case and obtain an update which is then sent to the adviser and/or client. Case Tracking
– Any ad-hoc portal checks or document uploads to lenders – Proactive review. Reporting – Daily ‘Task Completion List’ completed and sent to Head of Mortgage Operations, daily, by COB. Record Keeping
– Ensure client fact finds are up to date on Acre and physical documents are confidentially disposed of when required. Communication
– To client and adviser is proactive, without prompt, and is maintained to a high standard throughout the client journey. Be responsible for your own workload and manage your time effectively with a high level of organisation. Ensure all tasks are completed accurately, in a timely fashion and correct at first submission. ADDITIONAL RESPONSIBILITIES
DIP’s
– When requested by the adviser. Processed accurately with the required lender. Applications
– When requested by the adviser. Processed accurately with the required lender.
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Work closely with the Mortgage and Protection adviser(s) to support administration requirements. New Clients
– Create the case on Acre and complete the Fact Find based on the adviser’s Data Capture Form. Document Check
– Reviewed on receipt, uploaded to Acre and the lender (where applicable). Case Tracking
– Lender contact required to track case and obtain an update which is then sent to the adviser and/or client. Case Tracking
– Any ad-hoc portal checks or document uploads to lenders – Proactive review. Reporting – Daily ‘Task Completion List’ completed and sent to Head of Mortgage Operations, daily, by COB. Record Keeping
– Ensure client fact finds are up to date on Acre and physical documents are confidentially disposed of when required. Communication
– To client and adviser is proactive, without prompt, and is maintained to a high standard throughout the client journey. Be responsible for your own workload and manage your time effectively with a high level of organisation. Ensure all tasks are completed accurately, in a timely fashion and correct at first submission. ADDITIONAL RESPONSIBILITIES
DIP’s
– When requested by the adviser. Processed accurately with the required lender. Applications
– When requested by the adviser. Processed accurately with the required lender.
#J-18808-Ljbffr
