Mortgage Case Manager

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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