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Permanent

Mortgage Case Manager

Purely Recruitment Solutions
Corsham
money-bag £10000 - £500000 Annual
Posted: 09 June 2026 (Yesterday)
Closing date: 09 July 2026
Ref: 3119720093

Mortgage Case ManagerCorshamFull Time - PermanentMonday - Friday - 37.5hrs per weekSalary is dependent on experienceWe are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch.Job Purpose To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals.Act as the first point of contact for clients on mortgage applications. Contact clients within 24 hours of application submission. Progress applications through workflow stages in the system. Obtain regular updates from lenders/providers and promptly request outstanding information from clients. Aim to secure offers within 10 days of application submission. Proactively resolve issues (e.g. valuation access). Engage lender BDMs where appropriate and challenge decisions or timelines when necessary. Stay up to date on lender requirements and timescales, sharing updates with advisers. Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable). Ensure accurate, complete, and up-to-date client records on Mortgage Keeper. Keep advisers informed of case progress and issues. Review and check mortgage offers thoroughly before notifying brokers. Liaise with introducers as required Office Management and Sales Support Upload and allocate client documents to the CRM, notifying advisers as ..... full job details .....

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