Overview
Are you a Specialist Mortgage Case Manager looking for your next chapter?
Join a well-established, high-performing brokerage within the specialist property finance space. With consistent deal flow, complex client cases, and strong relationships with lenders, this is the perfect place for an experienced Specialist Mortgage Case Manager who thrives on detail, ownership, and the satisfaction of getting cases over the line.
About the Company
This company is a trusted name in the specialist property finance sector, known for securing structured finance solutions for high-net-worth individuals and experienced property investors. They deal with complex, high-value transactions across commercial mortgages, portfolio buy-to-let, bridging, and development finance.
They’re growing—and now they’re looking for someone to take charge of case management.
About the Specialist Mortgage Case Manager Role
As a Specialist Mortgage Case Manager, you’ll act as the backbone of the process—placing deals with lenders and owning the journey through to completion.
Expect interesting cases, large case sizes (£2–£3 million average) and complex structures. You’ll be empowered to think for yourself, solve problems fast, and ensure client outcomes are top tier.
Responsibilities
* Place mortgage and finance cases with suitable lenders
* Manage all stages of the deal from placement through to completion
* Liaise with lenders, solicitors, and clients to keep the process moving
* Proactively chase outstanding documentation and keep cases progressing
* Ensure all compliance and documentation requirements are met
* Act as the point of contact for all post-submission queries
* Provide exceptional service to clients and brokers
* Hybrid working with flexible hours
* 25 days holiday + bank holidays
* Full training and ongoing support
* Case management experience in commercial mortgages, portfolio BTL, bridging or development finance
* Confident working on complex and high-value deals
* Experience managing cases from submission to completion
* Excellent communication, organisational, and problem-solving skills
* Detail-oriented with a proactive mindset
* Positive attitude, team player, and passionate about delivering great outcomes
Why Apply?
* Work on large, complex deals that challenge and excite you
* Join a high-growth firm with a consistent pipeline of quality business
* Flexible, hybrid working environment with autonomy and trust
This is your opportunity to take the next step in your finance career with a team that values expertise, initiative, and results. If you’re ready to manage deals that matter, we’d love to speak to you.
Seniority level
* Associate
Employment type
* Full-time
Job function
* Finance, Administrative, and Other
Industries
* Financial Services, Loan Brokers, and Insurance Agencies and Brokerages
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