Mortgage case manager

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.