COVID-19

Case Handler

Full Time

Key Group

Case Handler Preston

Apply Now

Are you looking for an exciting new opportunity as a Case Handler?

Key Group is one of the most exciting, forward-thinking brands in financial services, focused on helping people unlock a better retirement since 1998. Our mission is simple: To be the UK’s leading later life lending company.

We are looking for a Case Handler to join our dynamic and growing team.

Within this Case Handler role, you will be responsible for processing mortgage applications from receipt to completion in line with agreed service levels, policy, and criteria. You will apply your high levels of organisation and drive to manage all aspects of applications ensuring that we provide faultless and award-winning service at all times.

Principle Responsibilities of the Case Handler:

  • To be responsible for the management of your caseload, covering a variety of work-types, to ensure customer queries/issues/administrative requests are dealt with efficiently and within agreed service levels. 
  • To provide an exceptional service to our customers in all aspects of their dealings with us.
  • Liaising with relevant internal and external stakeholders to maintain quality relationships.
  • To ensure all tasks are completed accurately and within specific time frames, criteria, and policy.
  • Deal with incoming telephone calls from customers relating to their mortgage and related applications
  • To manage the completion of all mortgage files, agreeing completion dates, checking documentation, and setting completion dates
  • To work together with all teams within the department to help achieve team and business targets and deliver a quality service to M2L customers.
  • To be responsible for the management of your caseload from mortgage offer to completion, ensuring that all applications are monitored and chased in a timely manner.
  • To liaise with solicitors, valuers, brokers, and customers as and when required to ensure the application progresses smoothly.
  • To carry out any post completion work as required by the business.
  • To keep up to date and conversant with lending criteria, products, and special schemes.
  • Liaising with relevant internal and external stakeholders to maintain quality relationships.
  • To ensure all tasks are completed accurately and within specific time frames, criteria, and policy.
  • Deal with incoming telephone calls from customers relating to their mortgage and related applications.
  • Manage broker expectations, prioritise tasks and caseload to in line with agreed KPI’s

We welcome applications for this Case Handler role from candidates with experience in the following areas: Caseload Management, Customer Service, Administrative, Telephony, KPI, Outlook, Word, Communication Skills, Financial Services.

Benefits

  • 23 days holiday (increasing with each year of service) plus bank holidays, and the ability to buy/sell holidays 
  • Tier 1 Pension
  • Simply Health healthcare 
  • Enhanced maternity/paternity package 
  • Charity Day
  • Life Assurance

Essential Skills

  • Excellent software skills, particularly Outlook & Word
  • Ability to multi-task and manage own workload in a fast-paced environment
  • First class communication skills, both written and verbal.
  • Be driven by customer service and going the extra mile to deliver exemplary service
  • Ability to work under pressure and to deadlines
  • Commitment to maintain accuracy and attention to detail, ensuring work is of the highest quality
  • Highly motivated with a desire to make a difference
  • Strong administration skills
  • Ability to work well individually and as part of a team

Desired Skills

  • Experience of working within the financial services industry and in particular in the mortgage lending arena is preferred.
  • Excel and Adobe skill preferred although training will be provided.

Most of all we look for people who display and work around the core values of our business:

Ambitious – to break ground to help our customers enjoy a better retirement.
Supportive – relationships are key to everything we do.
Personal – going above and beyond to offer exceptional service.
Integrity – honest, true and transparent in all of our relationships.
Responsive – whatever the challenge we’ll deliver the right result.
Expert – experts in our field, our thirst for knowledge never stops.

About Company

Our purpose is to help people finance a better retirement.

Our mission is to be the UK’s leading later life lending company.

Our connected portfolio of brands comprises of Key, Key Partnerships, more2life, The Equity Release Experts and Air Group.

https://www.wearekeygroup.co.uk/legal/privacy-policy

Essential Requirements

  • Excellent software skills, particularly Outlook & Word
  • Ability to multi-task and manage own workload in a fast-paced environment
  • First class communication skills, both written and verbal.
  • Be driven by customer service and going the extra mile to deliver exemplary service
  • Ability to work under pressure and to deadlines
  • Commitment to maintain accuracy and attention to detail, ensuring work is of the highest quality
  • Highly motivated with a desire to make a difference
  • Strong administration skills
  • Ability to work well individually and as part of a team

COVID-19 Case Handler Preston

Apply Now

Tagged as: Case Handler