Manage a large pipeline of post-submission mortgage cases to ensure efficient progression from submission to completion. Act as the primary liaison between customers, lenders, and third-party professionals while maintaining high service standards.
Conduct in-depth protection reviews for customers including life, critical illness, and income protection. Deliver advised recommendations from a competitive panel of providers while maintaining high customer satisfaction standards.
Provide expert mortgage advice to clients while utilizing a high-velocity platform to manage submissions. Collaborate with a dedicated case management team to handle administrative tasks and lender interactions.
