AI and Case Progression Admin Apprentice

Heron Financial

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.

Course Summary

Annual Wage

£17,000 a year

Location

7&8, YBN, Delta Bank Rd, Gateshead, NE11
9DJ

Working Week

9am – 5pm (37.5 hours per week) 37.5 hours a week

Expected Duration

15 Months

Possible Start Date

04/08/2025

Apprenticeship Level

Advanced Level 3 (A Level)

Requirements

Desired Skills and Personal Qualities

Administrative skills
Analytical skills
Attention to detail
Communication skills
Customer care skills
IT skills
Number skills
Number skills
Organisation skills
Problem-solving skills
Team working

Qualifications

• GCSE or equivalent English (Grade 4)

• GCSE or equivalent Maths (Grade 4)

About The Employer

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.

Apprenticeship Overview

As an apprentice, you’ll work at a company and get hands-on experience. You’ll gain new skills and work alongside experienced staff.

AI and Tech Training: Hands-on training in Microsoft Copilot and Office 364 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 client’s journey.
A curious mindset and willingness to learn new digital tools and AI platforms.

Apply Now

Have questions about our apprenticeship programs or need guidance through the application process? Our team is here to support you every step of the way.