Remortgage Trainee Case Manager

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

We have ambitious growth plans and are looking for self-motivated, enthusiastic and customer-focused individuals to join our successful Remortgage Trainee 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 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 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 you’ll 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 22nd September- 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 Leeds 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.

What we can offer

We aim to reward your hard work generously. You’ll be greeted in our offices with great coffee, fruit and biscuits to keep you going, alongside all the benefits listed below, plus much more.

• 25 days holiday + your birthday off!
• Hybrid working
• Free conveyancing legal fees
• Moving home days off
• Volunteering days
• Retailer discounts and frequent socials
• Refer a friend bonuses

Look forward to Monday mornings at Movera, we have the culture, technology and purpose to change the way you feel about your job.

At Movera, we are committed to fostering a diverse, equitable, and inclusive environment where all team members feel valued and respected. We believe that a diverse workforce brings unique perspectives and ideas that drive innovation and excellence. We welcome and encourage applications from individuals of all backgrounds, including those from underrepresented groups.

DBS and Financial Checks : Please note that as part of our commitment to maintaining a safe and trustworthy workplace, all offers of employment are subject to satisfactory completion of DBS (Disclosure and Barring Service) checks and financial background checks. These checks are conducted to ensure the safety of our employees and clients and to uphold the highest standards of integrity and compliance in our operations.

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