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The Role: Mortgage Case Manager.
Location: Essex
Employment Type: Permanent - Full-Time
Job Overview:
Our client provides 1st Charge residential mortgages and Buy-to-Let (BTL) mortgages to a range of clients and is thrilled to announce an exciting new opportunity for a Mortgage Case Manager to join their team! If you're a detail-oriented professional with a passion for delivering top-tier customer service, this role could be the perfect next step for your career.
The ideal candidate will manage mortgage applications from submission through to completion, ensuring a smooth and efficient process. This role requires excellent communication skills, a strong understanding of mortgage processes, and the ability to work independently and as part of a team.
Summary:
- Excellent company culture
- Friendly supportive team
- Monday - Friday working - no weekends
- Opportunity to progress
- Generous holiday
- Work for a well known and respected brokerage who has over 250 5-star Google Reviews
Key Responsibilities
- Manage a portfolio of mortgage applications from initial submission to completion.
- Assist a team of three mortgage brokers
- Be accountable and available daily to support the team.
- Ensure all documentation is complete, accurate, and submitted promptly.
- Monitor the progress of each application and keep all parties informed of updates.
- Address client enquiries and resolve any issues that arise during the application process.
- Provide regular updates to clients on the status of their mortgage applications.
- Act as the primary point of contact for clients, lenders, and other stakeholders.
- Verify all documentation for accuracy and completeness.
- Ensure compliance with all regulatory and company requirements.
- Maintain detailed and organized records of all mortgage applications.
- Liaise with underwriters, lenders, solicitors, and other third parties.
- Schedule and coordinate property valuations and surveys as required.
- Facilitate the exchange of information between all parties involved in the mortgage process.
Skills and Competencies:
- Minimum of 2-3 years of experience in mortgage processing, underwriting, or a related field.
- CeMAP qualification is ideal but not essential.
- Experience working on 1st charge mortgages and Buy-to-Let (BTL) mortgages.
- Strong understanding of mortgage products, services, and regulations.
- Excellent organisational and time management skills.
- Exceptional attention to detail and accuracy.
- Proficient in using mortgage processing software and other relevant technology.
- Strong communication and interpersonal skills.
- Ability to work independently and as part of a team.
- Proficiency in Microsoft Office Suite (Word, Excel, Outlook).
Application Process:
Interested candidates should submit their CVs to Rachel Pollock.
