Brook Street

Trainee Case Manager

Brook Street
Southampton, Hampshire, England
£18000 - £20000 per annum
31 May 2018
28 Jun 2018
Robin Francis
Contract Type
Full Time

My client is looking for a Trainee Case Manager to join their well established mortgage company in Southampton.

The role of the Trainee Case Manager is fundamental to the growth, support and success of the Client. The role does not allow too much room for error and therefore accuracy, consistency and knowledge of lenders products, procedures and criteria must be maintained at all times. It is also a key requirement that service standards are kept high, this will involve regular communications with the Clients business sources either verbally or with the use of BORIS.


Maintaining an efficient, professional and close working relationship with business sources, in particular supporting intermediaries and be positive in all comments and actions towards them.

Ensure knowledge of lenders products, criteria and packaging requirements are maintained to a high standard.

Encourage new business sources/existing business sources to use Complete FS Ltd services.

Ask for referrals from existing sources



A detailed working knowledge of lender products, criteria and processing requirements

A detailed working knowledge of BORIS

Good, concise and clear communication skills

The ability to discuss unusual circumstances with lenders to influence positively cases for approval that are slightly outside criteria.

To adhere to CARE values: Complete commitment and effort
Attitude and enthusiasm - always positive
Respect for business sources and fellow employees
Exceptional customer service shown at all times

Spot challenges and report to Directors offering solutions where possible

Participate positively to weekly meeting


High sales ability

Strong interpersonal and influencing skills

A solution based attitude when confronted with challenges.

High motivation and desire to achieve

Offer and the ability to implement solutions to challenges

Objection/complaint handling skills

£18000 - £20000

If interested please apply or call Billy at Brook Street on 02380 236304

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