Case Update Assistant at OSB Group in Fareham, England, GB

About the team

The Broker Liaison Team at Interbay, Fareham is one of three Broker Liaison Teams in OSB. The other two being based in Chatham (covering Rely) and Wolverhampton (covering Precise Mortgages), and is part of the bigger Sales Team in OSB Group.

All three teams work very closely with each other delivering a similar service but across our three main lending streams covering Residential, Buy-to-Let and Commercial mortgages. Interbay is the Commercial element.

The Interbay team is based at Forum 4 of the Solent Business Park in Whiteley, Fareham and consists of one team leader, four Broker Liaison Co-ordinators and two Case Update Assistants.

The main role of the team is to be the liaison point between mortgage Broker’s and our Underwriting and Completions teams on behalf of the borrowing customer.

What you will be doing?

As a Case Update Assistant, you will play a key part in supporting the broker journey, acting as a central point of contact for mortgage intermediaries requiring updates on applications in progress. You will provide timely and accurate information, resolve queries, and work closely with underwriting and completions teams to help progress cases efficiently.

This is a fantastic entry-level opportunity for someone looking to build a career within financial services, particularly within the mortgage sector.

Your responsibilities will include….

• Handling inbound calls from mortgage intermediaries regarding cases in progress (pre- and post-offer).
• Responding to broker queries across multiple channels, including phone and email.
• Providing clear, accurate, and timely updates on application status.
• Liaising with internal teams, including Underwriting and Completions, to progress cases.
• Ensuring all activities are processed in line with agreed SLAs.

What's in it for you?

We offer a base salary dependent of £24,550 and a competitive benefits package including:

• Enhanced family-focused benefits
• Access to Private Medical Insurance and Medical Cash Plan
• 28 days annual leave plus bank holidays

Please use this link to see the fantastic benefits available at OSB: OSB Careers

About us

OSB Group is a specialist mortgage lender and retail savings bank. Alongside passion for our products and customers, we're passionate about our people and want to continue building a collaborative and engaging environment!

Do you have the skills?

We are looking for talented individuals who have the experience and knowledge set out below:

• Previous experience in a A good standard of communication & listening skills is essential.
• A good standard of communication & listening skills is essential.
• GCSE’s or equivalent in Maths and English.

Next steps

If this sounds like you, please apply now! For internal applications please visit the internal careers page to apply.

Still on the fence? Hear from our team or explore our process: OSB Careers

Shortlisted candidates will go through a personalised recruitment process, that is relevant and conversational – inclusive any individual reasonable support required. We want to bring out the best in you!

We are proud to be a Disability Confident employer and are committed to creating an inclusive and accessible workplace where everyone can thrive.

We welcome applications from people of all backgrounds and encourage candidates with disabilities and long-term health conditions to apply.

If you meet the minimum criteria for the role and would like to be considered under our Disability Confident Scheme, please indicate this on your application

Diversity, Equity & Inclusion

Not sure if you meet the spec? Let us decide.

Research tells us that those from marginalised groups feel like they need to meet 100% of the criteria to apply. Here at OSB, we are committed to inclusivity and understand the value different experiences and perspectives can bring, so please don’t feel like you need to check every box to apply for a role internally.

We champion diversity at all levels, with Board-level Diversity Champions tracking our progress. We are proud to be signed up to the Women in Finance Charter to actively support the growth and development of senior women in our sector and are dedicated to treating all our employees and job applicants equally, opposed to discrimination on any grounds.