Re-mortgage Case Assistant

8th September 2022
Leeds, West Yorkshire
Job Type
Pay Rate


Our client based in Leeds is looking to recruit a Re-mortgage Case Assistant on a full time, permanent basis.

Duties will include:

  • Take inbound calls in volume
  • Work closely with case executives supporting them in progressing remortgage files from instruction to file closure
  • Support the case executive by being a point of contact for inbound calls and emails from

customers/clients/third parties

  • Make outbound contact by telephone or email to ensure customers are introduced to the service and all parties to the remortgage are proactively updated throughout the transaction
  • Liaise with relevant parties to chase any outstanding documentation/information to enable progress of the case in line with client service level agreements and internal targets
  • Ensure relevant systems and files are updated on a regular basis
  • Deal with any ad-hoc tasks as required
  • Make case executives aware of potential problems / complaints on files and deal with difficult situations in a confident and highly professional manner
  • Review documents and update the case management system with relevant information
  • Review files to ensure all necessary information is obtained for a completion date to be arranged
  • Work to department, team, and individual targets in line with client service level agreements
  • Flexible working to cover opening hours to ensure our customers are provided with an excellent journey during their remortgage
  • Share knowledge and experience with colleagues as appropriate


Key requirements:

  • Team player
  • Excellent written and verbal communication skills
  • Good organisation skills
  • Ability to work in fast paced environment
  • Ability to prioritise and use initiative
  • Excellent customer service skills
  • Great attention to detail
  • Minimum of 5 GCSE’s grades A-C
  • Previous experience working in a re-mortgage department.


Salary - £18,000


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