Trainee Case Manager

• Are you in a job but looking for a career?
• Got bags of potential & drive?
• Like the idea of working in a vibrant, fast-paced environment with a great team?

If the answer to any of these questions is Yes, read on to find out about our exciting Trainee opportunity based in central Stockport.

We have ambitious growth plans and are looking for self-motivated, enthusiastic and customer-focussed individuals to join our successful RemortgageTrainee Case Manager programme.

In return, we can offer first class training, a structured career path, a lucrative bonus scheme and hybrid working (after probationary period).

The Training

A comprehensive 10-week journey that will equip you with the essential knowledge, skills, and hands-on experience required to manage your own Remortgage cases effectively from start to finish and provide exceptional client experience.

Here’s What You Can Expect

• In-depth, interactive training sessions covering the legal knowledge, systems and processes essential to be a successful Remortgage Case Manager
• Development of skills including customer service, communication, and time management, aimed at delivering exceptional service to our clients and partners
• Ongoing mentorship, constructive feedback, and support as you engage with live files and build your case load

The Role

After the 10-week training programme, you will join one of our Remortgage Teams where you will continue to build your own caseload. You will liaise with clients, brokers and lenders, helping to ensure that everything is in place to complete a remortgage transaction.

Day-to-day duties will include:-

• Accurately inputting data onto a case management system.
• Logging and actioning mail and other documents.
• Liaising with lenders, mortgage brokers, solicitors and other third parties.
• Dealing with case enquiries by telephone and email.
• Ensuring detailed telephone notes are maintained throughout the transaction.
• Working from a task list; following up prompts and actioning accordingly.
• Checking and assessing legal information and documents in line with agreed processes.
• Obtaining redemption statements and carrying out pre-completion searches
• Assisting with carrying out completions
• Dealing with post-completion queries.

What Youll Need

• Office experience preferred.
• Competent in using standard office software (eg Microsoft Office suite) and able to pick up new systems quickly.
• Customer-focused – committed to delivering a positive client experience and able to build good relationships.
• Strong organisational skills able to manage multiple tasks and prioritise effectively in a fast-paced environment.
• An eye for detail.
• Good communication skills written and verbal.

The planned start date is 24th March – please note the following:

• Unfortunately, we cannot accommodate any holidays of more than a couple of days during the first 8 weeks.
• For the first 6 months, you will be required to be in our central Stockport office full-time, Monday to Friday. Hybrid working (minimum 2 days per week in office) will be available after this, subject to successful completion of your probationary period.