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About the Role
Mortgage Case Manager
We help Mortgage Brokers find their ideal career path! :-)
Are you ambitious and detail-oriented?
If you're client-focused, eager to grow, and interested in a long-term, rewarding career, this is your opportunity to join a forward-thinking mortgage brokerage.
About the Company
Join a next-generation mortgage brokerage specialising in complex, high-value residential and investment lending. We serve high-net-worth clients with loan sizes from £300k to over £1.5m, collaborating with top lenders and providing bespoke advice.
Role Overview
You’ll support senior brokers with complex mortgage applications involving high-net-worth clients and specialist lenders.
This role is a career starter: full training, exposure to large deals, funded CeMAP qualification, and progression to a Mortgage Broker earning £100k+ if desired.
Key Responsibilities
* Manage mortgage applications from submission to completion, liaising with clients, lenders, solicitors, and brokers.
* Assist with case packaging, research, and fact-finding on complex cases.
* Handle high-net-worth cases discreetly and efficiently.
* Monitor pipelines and ensure deadlines are met.
* Own communication and documentation throughout the process.
* Learn from top brokers to prepare for a future in sales and advice.
Package & Benefits
* Hours: 35 hours/week with flexible hours
* Training: Ongoing development + funded CeMAP in Year 2
* Progression: Opportunity to become a Mortgage Broker
* Support: Access to leads and mentorship from experienced brokers
Skills & Experience Required
* Previous experience in mortgage case management, admin, or processing
* Strong understanding of residential mortgage applications
* Highly organised with meticulous attention to detail
* Able to manage multiple deadlines and stakeholders
* Ambitious with a focus on long-term growth
Why Apply?
This role is a development plan, supporting your growth from support roles to front-line broker, with a firm dedicated to internal talent development.
Additional Details
* Seniority level: Associate
* Employment type: Full-time
* Job function: Administrative, Finance, Customer Service
* Industries: Insurance, Financial Services, Real Estate
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