Mortgage Case Handler
Skipton International is seeking a proactive and detail-oriented Mortgage Case Handler to join our dynamic Mortgage Sales team in Jersey on a fixed term basis.
This role is pivotal in ensuring that mortgage applications are accurately and efficiently packaged for onboarding, supporting both direct customers and broker channels.
You will play a key role in maintaining high service standards, contributing to business growth, and enhancing the Skipton brand in the marketplace.
Key Accountabilities
- Application Management: Package UK and Jersey mortgage applications to meet Skipton’s minimum submission requirements before forwarding to onboarding.
- Broker Support: Assist in onboarding new brokers, including conducting necessary checks and completing documentation.
- Documentation & Compliance: Conduct credit checks via TransUnion/CIDS and ensure all applications meet submission standards within SLA timelines.
- Customer & Broker Liaison: Communicate with customers and brokers to gather additional information and documentation as needed.
- Administrative Support: Provide administrative assistance to the Mortgage Sales Team, including project work and data input into internal systems (e.g., Jade).
- Service Excellence: Champion customer experience and ensure outcomes align with Skipton’s values and service standards.
- Risk & Compliance: Maintain customer confidentiality, adhere to IT and data security policies, and comply with all relevant operational and compliance procedures.
- Continuous Improvement: Suggest and embrace process improvements and support change initiatives to drive performance.
Requirements
Essential:
- Experience: Previous administration experience.
- Skills:
- Strong verbal and written communication skills.
- Confident in dealing with external parties.
- Ability to work independently and manage priorities effectively.
- Proficient in Microsoft Word, Excel, and data input systems.
- Attributes:
- High attention to detail.
- Strong work ethic and integrity.
- Willingness to learn and develop professionally.
Desirable:
- Knowledge of:
- Financial services regulations and AML obligations.
- Jersey, UK, and Expat property markets.
- Qualifications:
- Interest in pursuing CeMAP or similar qualifications for career progression.
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