Mortgage Case Manager

Hornchurch
Up to £30,000 + Benefits
An ambitious, proactive and detail focussed Mortgage Case Manager is required to provide a first-rate administrative support service to a multi-award-winning team of professional mortgage advisers with a strong track record in delivering exceptional customer service. The company specialises in providing a range of retail customer mortgages as well as ‘business to business’ solutions through a network of over 300 Appointed Representatives across the UK.
Key Responsibilities
  • Act as the main point of contact between the applicant, mortgage broker, lender, solicitors, and other stakeholders.
  • Receive and review mortgage applications for completeness and accuracy.
  • Submit applications to lenders and follow up on any additional documentation or information required.
  • Keep advisers and clients updated on the status of their application.
  • Respond to queries promptly and professionally.
  • Ensure all client files are accurate, up-to-date, and compliant with data protection regulations.
  • Maintain a clear audit trail for all communications and decisions.
  • Ensure that all applications meet lender and regulatory guidelines.
  • Monitor for any potential red flags or signs of fraud.
  • Ensure anti-money laundering (AML) and “know your customer” (KYC) checks are completed.
  • Work closely with lenders, underwriters, and solicitors to resolve any issues or delays.
Skills & Experience
  • Strong organizational and time-management skills.
  • Excellent communication and interpersonal skills.
  • Knowledge of mortgage products and financial regulations.
  • Attention to detail and problem-solving abilities.
  • Ability to work under pressure and meet deadlines.
Benefits
  • Salary based on experience plus a quarterly bonus scheme
  • Company benefits scheme
  • Full training and support with achievement of qualifications if desired
  • Varied role with different disciplines within the one department

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