Case Manager
Overview:
We're working with a growing mortgage lender looking to expand their New Business team with an experienced Case Manager. This is an opportunity to join a modern and forward-thinking business where you'll play a key role in guiding applications smoothly from initial submission through to offer.
You'll work closely with brokers, underwriters and business development colleagues to ensure each case is packaged accurately, meets lending criteria and delivers an exceptional service to both intermediaries and customers.
Key Responsibilities:
* Manage a pipeline of new mortgage applications from initial submission through to offer.
* Conduct thorough checks on documentation to ensure all information is complete, accurate and compliant with lending policy.
* Liaise proactively with brokers and intermediaries to obtain outstanding information and progress applications efficiently.
* Pre-underwrite cases, identifying potential issues early and escalating where necessary.
* Build strong working relationships with internal teams including underwriting, sales, and completions.
* Maintain detailed and accurate records within the CRM and case management systems.
* Deliver a consistently high level of customer service, ensuring communication is clear and timely throughout the process.
* Work within agreed service levels and ensure adherence to company policies, procedures and regulatory requirements.
About You:
* Proven experience as a Case Manager, Mortgage Packager, or New Business Administrator within a mortgage lender, packager, or brokerage environment.
* Strong understanding of the end-to-end mortgage application process.
* Excellent attention to detail and ability to manage multiple cases simultaneously.
* Confident communicator who enjoys liaising with intermediaries and internal teams.
* Organised, proactive and able to work in a fast-paced environment.
* A customer-first approach with a genuine desire to deliver a smooth and efficient journey.