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Mortgage Case Officer - Multiple locations across Central Belt

Location: MIDLOTHIAN, SCOTLAND Salary: 17000.00 - 21000.00 GBP Per Annum, OTE
Sector: Insurance Job Type: Permanent
Shift Type: N/A Applications: N/A
Posted: 10 months ago Reference: 3079247

Working for a large firm of Mortgage Brokers dealing with House Purchases, Remortgaging and associated products, offering whole of market advice.

This award winning company are looking for an experienced and talented Mortgage Sales Support with a background managing mortgage cases through to completion within a fast paced and busy office environment

This role is full time, Monday-Friday and the hours worked will be 9-5/30pm each day.

The duties include:-
• To provide best support to advisers making a recommendation around a fully protected mortgage.
• To arrange appointments and manage advisers diaries to maximise sales opportunities
• To include completion of DIP’s, full applications for mortgage and protection, submission of forms to lenders and suitability letters
• To chase applications effectively to offer/terms, updating client every 72 hours, minimum, to ensure exceptional customer service and generating client referrals
• To chase commissions
• Complete all client transactions in accordance with the company sales process, FSA and compliance requirements
• To undertake CPD including product knowledge, regulation, industry and market awareness. To attend meetings, training events as required
• Maintain strong working relationships with colleagues
• Develop and maintain strong relationships with clients
• To work within all legal and company requirements
• To follow Sales support Procedures

Experience preferably working within a Mortgage Broker’s or Financial Advisers office.
Have a working knowledge of all mortgage and protection products and a knowledge of broker operations.
Basic understanding of FSA regulations.
CeMap would be preferred however is not essential
Customer service/telephony experience is a must.
They must be able to show a can do attitude, be self-motivated and have great communication skills.
Time management skills are essential.

Please call me on 0333 2408 550 or email me at

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