Ready to Take Your Mortgage Career to the Next Level?This is your chance to join a growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression.About the CompanyWe’re representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact.About the RoleAs a Mortgage Case Manager, you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you’ll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards.You’ll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication.Mortgage Case Manager Key ResponsibilitiesManage residential and buy-to-let mortgage cases from enquiry to completionLiaise with brokers, lenders, legal teams, and surveyors to ensure efficient processingCollect fees and accurately capture client data in the CRM system in line with GDPR requirementsProactively follow up with brokers to ensure smooth case progression and resolve any queriesSet review dates for completed loans to generate future sales opportunitiesParticipate in internal and lender sales meetings (in-person or via Teams)Interpret client documentation for lender suitability and submit applications via lender portalsAssist with AML checks and promptly escalate any suspicious activityMaintain CPD requirements through internal training, online courses, and market researchMortgage Case Manager PackageSalary: £25,000 – £30,000 (dependent on experience)Commission: Per case completion & Quarterly team performance bonusHolidays: 20 days + bank holidays (rising to 25 with service)Additional Benefits:Healthshield & Perkbox MembershipOption to buy/sell holiday allowance (up to 30 days per annum)Mortgage Case Manager Skills & ExperienceMinimum 2 years’ experience in financial services (mortgages, lending, or related fields preferred)Strong organisational skills with the ability to thrive under pressureExcellent verbal and written communication skillsCompetent in using CRM systems and general IT softwareForward-thinking mindset with a proactive and solutions-driven approachWhy Apply?Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you’re motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark.Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.
Job Title
Mortgage Case Manager