Our client is looking for a proactive and organised Mortgage Case Manager to manage residential and buy-to-let mortgage applications from initial enquiry through to completion. You'll play a key role in coordinating with brokers, lenders, solicitors, and surveyors while ensuring a smooth and compliant process for all cases.
This is a role working within a specialist lending team, ideal for someone with financial services experience and excellent communication skills.
Key Responsibilities of Mortgage Case Manager:
* Manage mortgage applications from enquiry to completion
* Liaise with brokers, lenders, legal teams, and surveyors
* Accurately input and maintain client data in the CRM system (GDPR compliant)
* Perform Anti-Money Laundering (AML) checks and flag suspicious activity
* Conduct customer care calls to ensure smooth processing
* Attend internal and external (Teams-based) sales meetings
* Maintain CPD standards through training and market research
* Key information entry to lender portals and create checklists for cases
* Set review dates to drive retention and re-sale opportunities
* Support other departments with AML checks and specialist lending tasks
Skills & Experience of Mortgage Case Manager:
* Strong attention to detail and organisational skills
* Excellent verbal and written communication
* Confident using CRM systems and lender portals
* Ability to work under pressure and manage multiple cases
* Minimum 2 years experience in financial services preferred
* Motivated, dynamic, and forward-thinking
Benefits
* Commission per case + team quarterly bonus
* 20 days holiday + bank holidays (rising to 25 with service)
* Buy/sell holiday scheme (up to 30 days)
* Healthshield cover (Tiered progression with service)
* Perkbox membership for lifestyle and wellness perks
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