Mortgage Case Manager

Are you a meticulous mortgage professional ready to elevate your career? If you're seeking a role that offers career growth, flexibility, and the chance to make a real impact, this opportunity is for you!

About the Mortgage Brokerage

Join an ambitious financial services firm making significant strides in the mortgage industry. Led by an experienced director, the company is focused on expanding operations, forging key partnerships, and driving innovative strategies. They are currently operating remotely but plan to transition to a hybrid model with regular in-person catch ups.

About the Mortgage Case Manager Role

As a Mortgage case manager, you will be integral to the companies growth and success, taking charge of mortgage cases after the discovery call, completing research, contacting lenders, alongside managing remortgages and product transfers for clients.

You'll also have the opportunity to sell Protection Products if desired.

Mortgage Case Manager Key Responsibilities

• Handle remortgage and product transfer cases from discovery to completion.
• Conduct in-depth mortgage research and maintain lender relationships.
• Ensure full compliance and accuracy on all cases.
• Proactively manage the client pipeline and deliver excellent service.
• Assist in scaling the business and potentially lead an admin team.
• Support the director by enabling more focus on business development and clients.

Mortgage Case Manager Package & Benefits

• Salary: £33,000 - £38,000 (DOE)
• Hybrid Working: Remote initially, with flexible office-based collaboration
• Holidays: 22 days plus bank holidays, with an additional day for each year of service.
• Flexible Hours: Adjustments available for the right candidate.
• Career Progression: Opportunities to grow into a leadership role as the business expands.

Mortgage Case Manager Skills & Experience

• Experience in mortgage paraplanning, admin, or case management.
• Strong understanding of mortgage compliance, research, and lender liaison.
• Highly organized with excellent attention to detail.
• Self-motivated, proactive, and keen to develop professionally.
• No CeMAP qualification required, but a passion for mortgages is essential.

Why Apply?

• Fast-Track Your Career: This role is designed for someone ambitious, driven, and eager to grow.
• Work-Life Balance: Enjoy flexible working arrangements to suit your lifestyle.
• Join a Growing Business: Be part of an exciting growth journey with a hands-on director.
• Be Valued: Work in a supportive environment where your skills are recognised.

This is more than just a job—it’s a career-defining opportunity for the right person.

If you’re motivated, eager to develop, and looking for a role where you can truly make a difference, apply today!