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Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in sourcing and managing cases within the UK mortgage market, with strong communication skills to support senior brokers effectively. Familiarity with CRM systems and deal pipelines enhances operational efficiency.
Highest-signal resume keywords
UK Mortgage Market ExperienceCase ManagementBroker CommunicationCRM FamiliarityTask-Based Work
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Case SourcingCase ManagementMortgage Processing
Soft Skills
CommunicationCollaboration
Tools & Technologies
CRM SystemsDeal PipelinesLender PortalsOMS
Industry Keywords
ParaplanningMortgage MarketUK Market
About the role
Key responsibilities & impact- Support senior brokers with day-to-day paraplanning activities
- Source and manage cases in the UK mortgage market
- Work task-based with clear instructions and systems
- Communicate directly with brokers daily
Requirements
What you’ll need- 1+ years experience sourcing and managing cases in the UK mortgage market
- Familiarity with CRMs, deal pipelines, or lender portals, in particular OMS (nice to have, not essential)
- Availability to work 9am to 6pm UK Time, Monday to Friday
Benefits
Comp & perks- Long-term opportunity with a growing UK brokerage
- Clear systems, processes, and expectations
- Opportunity to grow responsibility over time
- Fully remote work