Case Manager
Capital B Property Finance · Reading
Advertised on Capital B Property Finance. We've listed it here so your search is complete — applications are handled on their site.
Are you organised, eager to learn and looking for a genuine career rather than just another job?
We're looking for an Apprentice Case Manager to join our growing team. This is an opportunity to learn from experienced professionals, gain nationally recognised qualifications and develop into an integral part of our business. No previous experience is required – just a positive attitude, willingness to learn and a strong work ethic.
This is a remote/work from home vacancy but will involve meeting with your manager in Reading and occasional travel to London. The ideal candidate will be based in or around Reading.
Working alongside our experienced Case Managers and Specialist Brokers, you'll learn every stage of the mortgage and specialist finance process.
Your responsibilities will include:
- Supporting brokers with residential, buy-to-let, bridging and commercial finance applications.
- Speaking with clients, solicitors, lenders and surveyors.
- Requesting and checking documentation.
- Packaging applications for submission.
- Monitoring cases from enquiry through to completion.
- Updating our CRM and lender systems.
- Chasing outstanding information to keep cases progressing.
- Providing regular updates to clients and introducers.
- Helping deliver the exceptional customer service Capital B is known for.
- Learning lender criteria and understanding specialist finance products.
As an apprentice you’ll:
- complete a level 3 Business Administration apprenticeship standard
- have regular one to one sessions with a dedicated trainer either remotely or through visits to your workplace
- learn and train for a specific job
- get paid and receive holiday leave
- get hands-on experience in a real job
- study for 6 hours of your working hours
- complete assessments during and at the end of your apprenticeship
- be on a career path with lots of future potential
What You'll Learn
Over your apprenticeship you'll gain practical experience in:
- Residential Mortgages
- Buy-to-Let Finance
- Bridging Finance
- Development Finance
- Commercial Mortgages
- Client Relationship Management
- Mortgage Administration
- Compliance
- Customer Service
- Business Communication
- Financial Services Systems
- Time Management
- Professional Telephone Skills
- You'll work alongside experienced brokers on real cases from day one.
The essentials
Hours, commitment and the dates that matter.
