Job Title: Mortgage Case Manager
Location: Cowbridge
Salary: £25,000 to £30,000 depending on experience
Hours: Monday to Friday 9 am to 5.30 pm
Benefits:
Pension 10% employer contribution with 5% employee contribution
Group Annual Bonus of up to 10% (subject to group/individual performance)
25 days holiday plus bank and public holidays
X4 death in service
Staff Mortgage Scheme
UniformAbout the position of Mortgage Case Manager:
Are you an experienced mortgage professional looking for real progression and a long-term career in financial services?
We're proud to be partnering with one of Wales's most respected building societies to recruit a Mortgage Case Manager.
This is a high-visibility, front-line role with a clear route to progression. You'll be joining a successful and growing mutual that has been trading for over 100 years, now expanding further across Wales and into England. With over £200 million in assets and a strategy focused on specialist lending, the Society offers a dynamic and rewarding work environment.
Responsibilities for the role of Mortgage Case Manager:
Process new and further advance mortgage applications from receipt to underwriting submission
Assess applications to ensure they meet lending criteria and include all required documentation
Conduct detailed reviews of income, affordability, credit history and property type
Liaise directly with customers, intermediaries, solicitors, and internal teams to progress applications
Support the Business Development Manager (BDM) with day-to-day mortgage case handling
Maintain accurate records and electronic case files using the Society's internal systems
Offer savings-related product information to customers when required
Assist with generating new mortgage business from existing and new introducers
Support compliance with all lending, regulatory and legal policies
Identify and help implement operational improvements where applicableExperience and skills required for the role of Mortgage Case Manager:
Previous experience in mortgage administration or case handling (essential)
Excellent organisational, analytical and diary management skills
Strong verbal and written communication abilities
Comfortable dealing with brokers, introducers and direct customers
Able to assess complex mortgage applications including self-employed and non-standard cases
CeMAP or Level 3 qualification in Mortgage Advice
Competence in using Microsoft Office and internal CRM systems
Ability to work independently and as part of a collaborative team
Commitment to high-quality customer service and professional standardsFor more information regarding the role of Mortgage Case Manager please get in touch with us.
Stellar Select is acting as an employment agency and is a corporate member of the REC.
Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days