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 and 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 ..... full job details .....