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.