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Mortgage case manager

York (North Yorkshire)
Ultimate Banking
Mortgage case manager
Posted: 11h ago
Offer description

Case Manager

Milton Keynes / Hybrid

Up to £29k


Do you want to work for a vibrant company who have drive and ambition but put their

employees at the heart of what they do? Our client is exactly that company. They believe

in working hard to achieve their goals, but they want their staff to have fun and a work

life balance


As their Case Manager, you will be, you will be responsible for managing mortgage applications from initial receipt through to completion. You will ensure all cases are fully packaged and compliant with internal policies and regulatory requirements before being assessed by the underwriting team. This role requires proactive communication with stakeholders, attention to detail, and a strong understanding of mortgage processes, particularly in the Buy-to-Let (BTL) sector.


Our client offers a hybrid approach to the working week, with 2 days based at their head office (Mondays and Thursdays) and the remainder working remotely.


Duties will include:

* To process mortgage applications to pre-defined standards and service level agreements from initial receipt through to completion.
* Manage a case pipeline, ensuring applications are proactively managed to offer stage.
* Assessment of all supporting documentation, identifying issues that require an escalation to the underwriting team.
* Deliver a first-class proactive customer service through inbound and outbound communication by telephone, email and letter to all case stakeholders including introducers, service suppliers, reference providers and occasionally applicants


The successful candidate will possess:

* Comprehensive understanding of the mortgage lifecycle, from application to completion.
* Strong knowledge of Buy-to-Let (BTL) lending, including Limited Company, HMO, and Multi-Let structures.


This is a fantastic opportunity for a mortgage professional looking for a new opportunity where they can really grow and learn within an organisation.


Along with a competitive salary, our client offers a hybrid working pattern, contributory pension scheme, private medical insurance and dental cover, 2 additional days holiday over Christmas and more!

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