Job Title

The job:Are you looking for a fantastic career in the Financial Services Sector, but you dont have the qualifications or industry experience? If you have the personality, drive, and work ethic to succeed in financial services then we have the opportunity for you. Do you want to join the UKs fastest growing Top 50 brokerage firms?We are on the hunt for an enthusiastic individual to join our dynamic Case Management Team who has a passion for client service and willingness to embrace teamwork. This is an extremely exciting role with an opportunity for career progression.The successful applicant will receive one to one training, and dedicated support, as part of a 3-month training plan to learn the entire skill set of a case handler.About us:Situated conveniently off Junction 25 of the M1, we are a UK top-30 mortgage company who not only advise and process applications for new build and second-hand purchases, but also offer other services to our clients such as life insurance/protection, home insurance, wealth advice and estate planning. Our main lead sources are national builders and the developments we work with range from as far south as Bristol, all the way up to Scotland. We service our existing clients by reviewing their mortgage deals when they come to an end, as well as reviewing their protection portfolio.Were a fast-paced, well-established, family-minded company who have many exciting things on the horizon weve also recent moved to a modern office in Sandiacre and have a rebrand being launched in the next month.Website: https://jlfs.co.ukPlease read our reviews on Google to see the excellent service we provide for our clients.Description:Permanent & full-time roleEntry level job which requires no specific previous experienceFast paced environmentOffice-based roleMonday to Friday 9am to 6pmYour role:The Operations Department houses our dedicated Case Management Teams, Operations Support Team and advisers. These teams hold our clients hands from collating their documents ready for their mortgage and protection appointments, right through to providing advice and managing their case through to completion of the mortgage.Your role is to assist the customer step by step, right the way through to completing their mortgage by conducting all administration tasks: obtaining relevant documents, including clients protection and GI policies, updating the client and customers system log. James Leighton stands out from other mortgage brokers by offering a continuous, personal service to customers throughout their entire mortgage journey. Consequently, its essential we maintain an exceptional level of service to build strong relationship with the client, whilst meeting the deadlines.Day-to-day tasks:Dealing with inbound and outbound calls in a polite and effective mannerUploading documents and conducting quality checks on these ready for client appointmentsUpdating applications and the relevant workflowsEscalating any issues to management to reduce possibilities of unsatisfied clients/ customersAdding on new leadsLiaising with lendersLiaising with solicitorsChecking mortgage application handoversChecking offer documentsEnsuring that our internal systems are always updatedRequired knowledge, skills, and qualificationsExcellent inter-personal and presentation skills, with outstanding communication and listening skills and the ability to explain complex information in a clear and simple format. Alongside this, its essential you can demonstrate confidence in dealing with both inbound and outbound callsAbility to work accurately with an outstanding attention to detail, whilst confidently knowing how to prioritise tasksExperience in administration would be advantageous but not essentialAbility to quickly adapt to new software packages and online processes in a fast-paced environmentKnowing how to work effectively in a team environment and communicate with your peersAble to demonstrate and evidence that they embody our Core ValuesPositive Dependable Flexible Respectful HonestExcellent onward career progression opportunities to:Team and divisional managementTraining and mentoringInternal career progression towards mortgage adviser rolesJob Types: Full-time, PermanentPay: 21,000.00-25,500.00 per yearAdditional pay:Bonus schemeLoyalty bonusPerformance bonusBenefits:Company eventsCompany pensionWork Location: In personJBRP1_UKTJ