Mortgage Case Manager Apprentice

ERG PRIVATE FINANCE LIMITED

SHIFNAL (TF11 9AZ)

Closes in 14 days (Thursday 28 August 2025 at 11:59pm)

Posted on 14 August 2025

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Summary

Would you like to discover how rewarding a career in the Financial Services Industry could be? ERG Finance provides a truly client-centric approach to service, which helps us stand apart from competitors. Throughout the apprenticeship, you will develop your administrative and communication skills and plan your career development accordingly.

Wage

£15,600 a year

Check minimum wage rates (opens in new tab)

The pay may be negotiated and may rise after a probation period has been successfully completed.

Training course
Business administrator (level 3)
Hours
Monday-Friday 9am- 5.30pm with an hour unpaid lunch break.

37 hours 30 minutes a week

Start date

Thursday 11 September 2025

Duration

1 year 6 months

Positions available

1

Work

Most of your apprenticeship is spent working. You’ll learn on the job by getting hands-on experience.

What you'll do at work

  • Call answering on the main landline and direct dial.
  • Monitor and update daily case pipeline, reporting to both brokers and clients with updates and requesting additional documentation as appropriate.
  • Respond to incoming emails and calls from clients, lenders, and solicitors.
  • Chase outstanding documentation and third-party responses.
  • Liaise with lenders regarding case progression, valuation issues, or underwriting queries.
  • Input data into internal systems with accuracy, internal compliance to be completed within 2 working days of initial application to the lender.
  • Maintain knowledge of current lending criteria, regulatory updates, and industry changes.
  • Raising any queries or issues with the acting broker.

Where you'll work

MARKET CHAMBERS
2B MARKET PLACE
SHIFNAL
TF11 9AZ

Training

Apprenticeships include time away from working for specialist training. You’ll study to gain professional knowledge and skills.

Training provider

SBC TRAINING LIMITED

Training course

Business administrator (level 3)

Understanding apprenticeship levels (opens in new tab)

What you'll learn

Course contents
  • Skilled in the use of multiple IT packages and systems relevant to the organisation in order to: write letters or emails, create proposals, perform financial processes, record and analyse data. Examples include MS Office or equivalent packages. Able to choose the most appropriate IT solution to suit the business problem. Able to update and review databases, record information and produce data analysis where required.
  • Produces accurate records and documents including: emails, letters, files, payments, reports and proposals. Makes recommendations for improvements and present solutions to management. Drafts correspondence, writes reports and able to review others' work. Maintains records and files, handles confidential information in compliance with the organisation's procedures. Coaches others in the processes required to complete these tasks.
  • Exercises proactivity and good judgement. Makes effective decisions based on sound reasoning and is able to deal with challenges in a mature way. Seeks advice of more experienced team members when appropriate.
  • Builds and maintains positive relationships within their own team and across the organisation. Demonstrates ability to influence and challenge appropriately. Becomes a role model to peers and team members, developing coaching skills as they gain area knowledge.
  • Demonstrates good communication skills, whether face-to-face, on the telephone, in writing or on digital platforms. Uses the most appropriate channels to communicate effectively. Demonstrates agility and confidence in communications, carrying authority appropriately. Understands and applies social media solutions appropriately. Answers questions from inside and outside of the organisation, representing the organisation or department.
  • Completes tasks to a high standard. Demonstrates the necessary level of expertise required to complete tasks and applies themself to continuously improve their work. Is able to review processes autonomously and make suggestions for improvements. Shares administrative best-practice across the organisation e.g. coaches others to perform tasks correctly. Applies problem-solving skills to resolve challenging or complex complaints and is a key point of contact for addressing issues.
  • Takes responsibility for initiating and completing tasks, manages priorities and time in order to successfully meet deadlines. Positively manages the expectations of colleagues at all levels and sets a positive example for others in the workplace. Makes suggestions for improvements to working practice, showing understanding of implications beyond the immediate environment (e.g. impact on clients, suppliers, other parts of the organisation). Manages resources e.g. equipment or facilities. Organises meetings and events, takes minutes during meetings and creates action logs as appropriate. Takes responsibility for logistics e.g. travel and accommodation.
  • Uses relevant project management principles and tools to scope, plan, monitor and report. Plans required resources to successfully deliver projects. Undertakes and leads projects as and when required.

Training schedule

An apprenticeship includes regular training with a college or other training organisation. At least 20% of your working hours will be spent training or studying.

Requirements

Essential qualifications

GCSE in:

  • English (grade 4)
  • Maths (grade 4)

Share if you have other relevant qualifications and industry experience. The apprenticeship can be adjusted to reflect what you already know.

Skills

  • IT skills
  • Organisation skills
  • Administrative skills
  • Analytical skills
  • Logical
  • Team working
  • Initiative

About this employer

We specialise in complex finance and unique property matters. Our team has decades of experience and a deep understanding of the industry, allowing us to deliver exceptional outcomes for our clients every time

After this apprenticeship

Following completion of the apprenticeship, the successful candidate will be encouraged to progress onto CII professional qualifications.

 

Ask a question

The contact for this apprenticeship is:

SBC TRAINING LIMITED

Dave Collins

dave.collins@sbc-training.co.uk

07809657796

The reference code for this apprenticeship is VAC1000337212.

Apply now

Closes in 14 days (Thursday 28 August 2025 at 11:59pm)

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