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Case manager (mortgages)

Broadheath
CKB Recruitment Ltd
Case manager
Posted: 26 September
Offer description

Are you highly organised, detail-oriented, and ready to support the property finance process from application to completion? We’re looking for a proactive Case Manager to join a fast-paced underwriting team and ensure a smooth client journey from start to finish.

What You’ll Be Doing

Act as a key contact between underwriters, customers, brokers, solicitors, and third-party specialists.
Manage new applications: log and process information accurately, perform fraud checks, and assess initial case details.
Proactively manage a pipeline of ~50 cases to meet completion targets.
Liaise with borrowers and introducers to request documents and provide updates.
Draft conditional offers and facility letters.
Prepare valuation and legal instruction documents for underwriting.
Keep CRM and internal systems up to date and compliant.
Occasionally represent the business at industry events and networking opportunities.
What We’re Looking For

Excellent communication and interpersonal skills.
Previous experience in mortgage admin or case management.
A basic understanding of property/finance, or a keen interest in learning.
High attention to detail and strong organisational skills.
A team player who thrives under pressure and deadlines.
Commitment to delivering great customer outcomes.
This is a fantastic opportunity to build a career in specialist property finance and join a collaborative team that values precision, pace, and professionalism.

Salary on offer is £25,000.00-£27,500.00 per year (Please note you must drive due to the office location, and be no further than 30 minutes away from the office)

Additional Benefits:

Free parking on-site
Birthday off (in addition to holiday allowance)
Holiday entitlement increases after 3 years of continuous service

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