Job Description
Mortgage Case Manager | Up to £32,000 | Hybrid Working
A growing and dynamic financial services business is seeking an experienced Mortgage Case Manager to join their busy team. This is a pivotal administrative role supporting a team of Mortgage Advisers, managing cases from submission through to completion and ensuring a smooth, compliant, and professional experience for all parties involved.
The Role
The successful candidate will take ownership of mortgage applications from the point of submission, coordinating with clients, lenders, solicitors and other third parties to keep cases progressing efficiently. They will work closely with Mortgage Advisers to ensure compliance requirements are met at every stage, documentation is accurate and complete, and all relevant information is recorded and uploaded in a timely manner.
Day-to-day responsibilities will include:
* Checking compliance requirements are satisfied at the point of submission against agreed standards
* Managing mortgage applications through to completion, proactively chasing and resolving any outstanding issues
* Liaising directly with clients, lenders and solicitors to provide updates, answer queries and obtain supporting documentation
* Uploading case documents to lender portals and maintaining accurate records on the back office system
* Supporting Mortgage Advisers in collating client information and documentation ahead of meetings
* Booking client appointments into Adviser diaries where required
* Contributing to ad hoc projects as directed by the Head of Wealth Builder
The Person
The business is looking for a confident and organised mortgage administrator with a minimum of two years' experience in a similar role. They will be comfortable working at pace within a large team, managing multiple cases simultaneously, and communicating professionally with a wide range of internal and external stakeholders.
The ideal candidate will bring:
* Experience in mortgage administration
* A solid understanding of the mortgage application process from submission to completion
* Strong computer skills and the ability to quickly learn new software and systems
* Experience working within a fast-paced, high-volume office environment
* Excellent written and verbal communication skills
* Strong organisational skills with the ability to prioritise effectively and escalate issues where appropriate
* A professional and proactive approach to managing their own workload
Why Join?
This is an excellent opportunity for an experienced mortgage administrator to join an ambitious and supportive business, working alongside a knowledgeable team with a clear focus on growth. A competitive salary is on offer, commensurate with experience.