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Mortgage Case Manager 9 month FTC



Posted over 30 days ago...

Join the pioneering Moneybox Mortgages team and transform the home-buying experience as a dedicated Case Manager


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No salary declared 😔

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100% Remote- Worldwide

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Expires at anytime

Moneybox is on a mission to revolutionize the home-buying journey with the launch of Moneybox Mortgages, a bespoke mortgage advice service. This is your chance to be part of a groundbreaking venture within a company that's committed to turning savers into homeowners. By joining us, you'll contribute to a story of innovation and customer empowerment in one of life's most significant financial milestones.

Role Summary:

  • Effectively manage a pipeline of mortgage cases, ensuring data is accurate and current.
  • Expedite case progression from submission to completion by diligently following up on outstanding tasks.
  • Handle communication across multiple channels including chat, phone, and email.
  • Consistently update customers on their application status throughout the process.
  • Develop robust relationships with advisers and collaborate with various Moneybox teams.
  • Initiate improvements to enhance the overall customer experience.
  • Offer valuable feedback to the Product team to refine internal tools and optimize workflows.

Role Requirements:

  • Experience in mortgage administration, preferably in a whole market context.
  • Proven ability to manage high-volume work and prioritize tasks effectively.
  • Excellent administration and communication skills coupled with meticulous attention to detail.
  • Adept at building positive relationships with stakeholders both internally and externally.
  • Understanding of credit reports, KYC, AML, and fraud prevention protocols.
  • Technologically proficient with enthusiasm for creating leading-edge mortgage solutions.
  • Experience with remote work environments is preferred.

As part of our mission, we want to help everyone at every stage of their home buying journey, from the first step to the doorstep. We’re excited to be launching Moneybox Mortgages - a mortgage advice service provided by a team of Moneybox Mortgage Advisers and Case Managers. This team will help our users transition from savers into homeowners. This is a unique opportunity to join a new business area and be part of the Moneybox story.

We’re looking for a Case Manager with a passion for improving the home-buying journey and helping to demystify the world of mortgages. You will be the main point of contact for mortgage advisers and provide excellent service to our customers. You will be a critical part of the Moneybox team helping our customers make one of the most exciting and emotional financial decisions in their lives.

This will be a 9 Month Fixed Term Contract.

What You'll Do

Proactively manage your pipeline of mortgage cases and keep case data accurate and up to date Chase outstanding tasks to ensure cases move from submission to completion Manage inbound and outbound communication by chat, telephone and email Provide case updates to customers at every stage of the application process Build strong relationships with advisers and other Moneybox teams Continuously look for ways to improve the customer experience  Work with other teams, such as Customer Operations and Mortgage Advisers, to ensure smooth handovers and a seamless customer journey rovide feedback to the Product team to improve our internal tools and make our workflows more efficient

Experience and Skills

Mortgage administration experience (ideally whole of market) and experience communicating with lenders and solicitors Ability to deal with a high volume workflow and prioritise accordingly Excellent administration and communication skills Strong attention to detail Ability to form strong and positive relationships with both internal and external stakeholders Good understanding of credit reports, KYC, AML and fraud prevention systems Technology-savvy with a passion for building a new, market-leading mortgage experience Preferably experience working remotely

Please read before you apply!

By sending us your application you acknowledge and agree to Moneybox using your personal data as described below.

We collect applicants’ personal data to manage our recruitment related activities. Consequently, we may use your personal data to evaluate your application, to select and shortlist applicants, to set up and conduct interviews and tests, to evaluate and assess the results, and as is otherwise needed in the recruitment process generally.

We do not share your personal data with unauthorised third parties. However, we may, if necessary, share your personal data to carefully selected third parties acting on our behalf. This may include transfers to servers and databases outside the country where you provided us with your personal data. Such transfers may include for example transfers and/or disclosures outside the European Economic Area and in the United States of America.

If you are unsuccessful in your application, we may keep your details on file so that we can tell you about other suitable vacancies which may be of interest to you when they arise in the future. If you would rather we did not keep your details on file, you can contact us at email: [email removed - click apply for more details]

Your application will be subject to criminal record and adverse credit history checks (such as CCJs, IVAs and bankruptcy). As a regulated financial business, an adverse financial history could impact your suitability for the role. If you are aware of anything that could affect your suitability for the role, please let us know.


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