Case Manager | Mortgage & Specialist Finance | End-to-End Case Handling
Be the Engine Behind Smooth, Successful Mortgage Completions
Join a specialist finance brokerage where your organisation, communication skills and ownership will directly impact customer success and business growth.
If you embrace the challenge of managing multiple live cases, working closely with brokers and lenders, and seeing applications through from submission to completion, this role offers genuine progression and long-term career potential.
Company Overview
Our client is a mortgage and specialist finance brokerage supporting customers across residential, buy-to-let and complex lending markets. Combining strong industry expertise with modern systems and a customer-first approach, they are known for delivering high-quality outcomes in a fast-moving, high-volume environment.
About the Role
As a Case Manager, you will play a vital role in supporting Mortgage and Finance Advisers by managing cases from submission through to completion. You will be responsible for ensuring applications are accurately packaged, progressed efficiently and kept on track throughout the entire lifecycle.
Key Responsibilities
- Manage end-to-end mortgage and specialist finance cases from submission to completion.
- Package mortgage applications accurately and efficiently for submission.
- Submit Decisions in Principle and support affordability assessments.
- Liaise with lenders, solicitors, estate agents and customers throughout the process.
- Maintain detailed and accurate case notes across CRM and case management systems.
- Monitor progress of live cases and proactively identify and resolve issues.
- Work to strict SLAs, KPIs and completion deadlines.
- Ensure compliance with FCA Consumer Duty and internal processes.
- Support advisers by keeping pipelines organised and progressing efficiently.
- Handle AML and KYC checks as required.
Package
- Salary: £35,000 – £38,000
- Career development within a growing brokerage.
- Exposure to specialist lending and complex cases.
- Training on industry-leading systems and platforms.
- Supportive, collaborative team environment.
- Clear progression pathways into Broker or Mortgage Adviser roles.
Skills & Experience
- 3–5 years’ experience in mortgage administration or case management.
- Strong understanding of mortgage and specialist finance processes.
- Familiarity with systems such as Mortgage Brain, Smartr365, 27Tec, iPipeline or HubSpot.
- Knowledge of AML, KYC and FCA Consumer Duty requirements.
- Experience liaising with lenders, solicitors and estate agents.
- Highly organised with excellent attention to detail.
Why Apply?
You’ll be at the centre of the mortgage process, ensuring cases move efficiently while gaining exposure to complex lending and specialist finance.
If you are a Mortgage Case Manager, Mortgage Administrator or Loan Processor looking for a role where you can develop your skills and progress into advising or broking, this is a strong long-term career move with real growth potential.
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