The Broker Liaison Team for Interbay Commercial, based in Fareham, is an integral part of Sales Support, providing a point of contact between Intermediaries and our lending assessors.

As a case update assistant, you will have the opportunity to take pre-application and post-application calls from mortgage intermediaries who may require updates to their case in progress, resolving any queries they may have, and you will be required to check their progress on submitting essential documents within the required timescales. You will liaise with the underwriting and completions teams where necessary to progress cases onwards.

This is a great opportunity for a talented individual with strong attention to detail and customer service skills who is looking for their first step into financial services.  We have a supportive team who will provide guidance on the processes and products to the right person who is motivated and focussed on supporting our existing brokers.

Your responsibilities will include…

• Supporting the Broker Journey by responding to case update queries from Brokers via all communication methods, always maintaining excellent customer service standards.
• Receiving calls regarding case updates, provide information to the broker and deal with any queries that they have effectively and provide excellent customer service.
• Updating intermediaries on the status of their client’s applications; provide clear and concise communication as required and on a timely basis.
• Dealing with calls and emails, to internal and external contacts on outcomes as required.
• Ensuring that the daily activities are processed and administered correctly and in line with agreed SLAs.

We offer a base salary of £23,000-£24,000 dependent on experience and a competitive benefits package including:

• Enhanced family-focused benefits
• Hybrid-working *3 days in the office, 2 days at home.
• Annual bonus opportunity

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

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!

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

• Previous experience in a customer service environment with a confident telephone manner is desirable.
• Attention to detail is essential.
• GSCE/GCE qualifications in both maths and English are essential.

Interested? Apply now! Still considering? Hear from our team or learn more about our recruitment process: OSB Careers

We believe in a personalised and inclusive approach, ensuring the process is relevant and conversational. If you need any adjustments or support, we’re here to make sure you can show your best self.

Diversity, Equity & Inclusion

Not sure if you meet all the criteria? Let us decide. Studies show that candidates from underrepresented backgrounds often feel they need to meet 100% of the criteria before applying. At OSB, we value the unique perspectives and experiences that diversity brings. We’re committed to creating an inclusive space where everyone feels empowered to apply – even if you don’t check every box.

We actively promote diversity at all levels, with Board-level Diversity Champions monitoring our progress. We’re proud to be signatories of the Women in Finance Charter, supporting the

growth of senior women in our sector. Our commitment extends to treating all employees and applicants equitably, ensuring fairness and respect for all.

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