Job Description
We are looking for a motivated and detail-oriented Mortgage Case Manager to join our team. You’ll play a crucial role in managing the end-to-end mortgage application process, working closely with clients, advisers, and lenders to ensure a smooth and compliant journey from initial application through to completion.
Key Responsibilities:
- Submit and manage mortgage applications, including Decision in Principles (DIPs) and full applications
- Review client documentation to ensure accuracy and compliance with lender and regulatory standards
- Act as a liaison between clients, advisers, and lenders throughout the mortgage process
- Progress cases proactively from assessment to offer and post-offer stages
- Maintain consistent communication with all stakeholders to manage expectations and resolve issues
- Conduct outbound calls to prospective clients or warm leads, where required, to support pipeline activity.
Key Skills & Attributes:
- Ability to thrive in a fast-paced, client-focused environment
- Strong attention to detail with a “right first time” approach
- Excellent communication and interpersonal skills
- Self-motivated and proactive, with a strong sense of accountability
- Confident in handling, interpreting, and inputting data accurately and effic...