Job Description
Are you a highly organised, proactive professional who thrives on keeping complex deals on track?
Do you enjoy being the driving force behind successful completions and want your work to be recognised and valued?
This could be the perfect next step in your specialist finance career.
Work Structure
* Experienced Commercial Mortgage Administrator: If you have experience in commercial, bridging and development finance Administration or Case Management you will have the option to work up to 4 days from home, if desired.
* Complex Residential Mortgage Administrator: If you have complex Residential Mortgage Administration or Case Management experience, you will have training and support in office until you're confident, then moving to a hybrid work structure, if desired.
Mortgage Case Manager Package & Benefits
* Salary: £38,000 (depending on experience)
* Location: Essex - office-based, Monday to Friday
* Hours: 40 hours/week, flexible start between 8am-10am
* Career Growth: Be part of a business that’s scaling rapidly and invests in its people
About the Company
This specialist finance firm is scaling fast—and bringing in talented people to help shape the future. Known for delivering bespoke lending solutions across commercial mortgages, bridging finance, and development finance, they work closely with brokers, solicitors, valuers and borrowers to get even the most complex deals over the line.
The Role - Mortgage Case Manager
You’ll coordinate with all parties, solve problems before they escalate, and help ensure every deal delivers a first-class experience for the client. Expect variety, autonomy, and the satisfaction of knowing you’re playing a vital role in the success of every transaction.
Mortgage Case Manager: What You’ll Be Doing
* Manage live deals across commercial mortgages, bridging loans, and development finance
* Liaise with brokers, solicitors, lenders and valuers to drive each deal forward
* Ensure documentation is accurate, complete, and compliant
* Draft and review key documentation including Heads of Terms and completion packs
* Support the origination team by removing operational roadblocks and delays
* Embrace new tools and processes—including AI-driven systems—to streamline your workload
What You’ll Need
* Experience managing cases in commercial mortgages, bridging finance or development finance (desirable)
* Confidence liaising with solicitors, lenders, valuers, and brokers
* High attention to detail, with the ability to manage multiple active deals
* Strong communication and organisational skills
* Comfortable using CRM platforms and lender portals
* A positive, can-do mindset and a genuine desire to support your team and clients
Ready to Step into a Role That Truly Values You?
If you’re a detail-driven Case Manager / Mortgage Paraplanner with experience in specialist property finance—and you’re looking for a role where your skills, ideas and ambition are welcomed—we’d love to hear from you.
Apply now and become a key part of a business that’s going places.