Work as a Case Manager in Bath
CASE MANAGER
Hybrid
training and probation in office, then after successful completion of probation - move to hybrid model.
£22K
plus opportunity to earn bonuses.
Fun, rewarding and with the opportunity to develop and grow your career. Thats life with L&C Mortgages, the UKs leading fee free mortgage broker with over 160 awards to its name.
Join us and youll be part of a business that takes your progress seriously and wants you to enjoy being part of the L&C family. From our Tastecard Memberships, in depth employee assistance programme, progression routes, amazing social events and more. This is a place that really rewards the effort you put in.
Right now, were looking for Case Managers to join our fantastic team, if you'd like to jump start a career in financial services, now is your chance to get in on that growth
THE ROLE
As a case manager, youll be responsible for:
Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
Proactively managing mortgage a pplications and completing all administration in a timely and accurate manner.
Ensuring excellent customer service is maintained throughout the whole process.
Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations, and maintain the positive reputation of the company.
Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
Processing all documents and lender requests within the set timeframes.
Handling client documents in a complaint manner thats aligned with GDPR.
Accurately tracking and taking notes on all actions and communications on our internal CRM system.Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
Creating, maintaining and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
FCA Certification Regime & Conduct Rules
L&C is authorised and regulated by the Financial Conduct Authority (FCA) and is classified as an Enhanced Firm under the Senior Managers and Certification Regime (SM&CR). This role is subject to the 5 FCA Conduct rules and you will be expected to adhere to them at all times. (See below). Any confirmed breaches of the Conduct Rules (defined by FCA parameters) will be reported to the FCA annually. Should you apply for a certified role in another financial services firm then L&C will be required to disclose this information in a Regulatory Reference request.
Conduct Rules (applicable to ALL employees)
1.
You must act with integrity
2.
You must act with due care, skill and diligence
3.
You must be open and cooperative with the FCA, the PRA and other regulators
4.
You must pay due regard to the interests of customers and treat them fairly
5.
You must observe proper standards of market conduct
6.
You must act to deliver good outcomes for retail customers
.
About You
At L&C we care about our customers. Were looking for individuals who are self-motivated, extremely well organised and have an excellent telephone manner and communication skills, both written and verbal. Ideally, youve had previous experience in a customer service or administration role. Youll need to be able to work both as part of a team and on your own, and deliver a high level of customer service. We require a minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English.
Why join L&C?
Working at L&C means being part of an environment of respect and equity. The standard of training is as high as it can be, so that the service youre able to deliver is of the same level. What you do with it and where you take your role from there is up to you
because there are plenty of opportunities to progress.
Why we love working for L&C:
The people that we work with
A starting holiday entitlement of 24 days
The challenges and opportunities that make us develop professionally & personally
Being part of a respectful working environment
Having a day off on your birthday
An excellent employee assistance programme
Pension contributions with Hargreaves Lansdown
Interested in applying? Click the button below to get in touch! We look forward to hearing from you.
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