AI and Case Progression Admin Apprentice
We're seeking a forward-thinking Case Progression Administrator to join our Case Progression team.. We're embracing AI across our workflows to reduce admin, improve communication, and increase the accuracy of our case handling. That's where Microsoft Copilot and the 365 Suite of apps come in.
Role
- AI and Tech Training: Real world training in Microsoft Copilot and Office 365 tools, so you can work smarter.
- Work alongside Case Progressors to deliver a seamless client experience through to completion
- Use our in-house systems and learn how to integrate AI to manage case notes, input data, and update application statuses
- Provide clients with regular updates and support throughout the mortgage process
- Maintain accurate client and mortgage records within our customer management system
- Build and nurture relationships with clients and introducers
- Manage inbound and outbound calls, taking messages and providing information as needed
- Collaborate proactively with internal and external stakeholders to support our clients’ journey
- A curious mindset and willingness to learn new digital tools and AI platforms
Training
Your apprenticeship training will be a fully work-based learning programme across 15-months,. You will achieve a Level 3 Digital Support Technician qualification.
- Further progression within the organisation upon completion of apprenticeship for the right candidate.
- Apprenticeship Standard
- Digital support technician (level 3)
- Training Provider
- ZENITH PEOPLE LIMITED
- Working Week
- 9am - 5pm (37.5 hours per week)
- Expected Duration
- 1 Year 3 Months
- Positions Available
- 1
- Closing Date
- Friday, 25th July 2025
- Start Date
- Monday, 4th August 2025
Desired Skills
- Administrative skills
- Analytical skills
- Attention to detail
- Communication skills
- Customer care skills
- IT skills
- Number skills
- Organisation skills
- Problem solving skills
- Team working
Qualifications
- English GCSE or equivalent, grade 4 (Essential)
- Maths GCSE or equivalent, grade 4 (Essential)
About the Employer
HERON FINANCIAL LIMITED
Beginning our journey back in September of 2011, Heron Financial was established by Matt Coulson and Warren Harrocks, both extremely passionate about the industry. Through building long-lasting business relationships our solid client base has grown through referrals. With technology at the forefront of Heron Financial, the company is proud to be one of the leading Mortgage and Protection firms in the UK.
- Company
- HERON FINANCIAL LIMITED
- Location
- 7&8, YBN, Delta Bank Rd, Gateshead, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £17,000 a year
- Posted
- Company
- HERON FINANCIAL LIMITED
- Location
- 7&8, YBN, Delta Bank Rd, Gateshead, England
- Employment Type
- Advanced Apprenticeship
- Salary
- £17,000 a year
- Posted