Case Manager

We are a young business so there will be significant developments and changes going forward in the business and in this role, with plenty of room to develop with the company over the next few years. This is your chance to be part of that growth.

You will be working very closely with experienced mortgage advisers, and you will be responsible for filling out mortgage applications, processing each mortgage application and managing customers through to completion in a timely and efficient manner, including written and oral communication, administration, and risk management.

Our company prides itself on providing the top level of customer service, this is achieved by ensuring that customers expectations are managed throughout.

As a Case Manager you’ll be responsible for:

  • Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
  • Submitting Mortgage cases and Protection cases to the Lenders and Providers while making sure accuracy is achieved.
  • Proactively managing mortgage and life cases and completing all administration in a timely and accurate manner.
  • Ensuring excellent customer service is maintained throughout the whole process.
  • Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
  • Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
  • Handling client documents in a compliant manner that’s aligned with GDPR.
  • Accurately tracking and taking notes on all actions and communications on an event log.
  • Managing and prioritising own workload and diary to ensure timeframes and deadlines are met.
  • Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.

Application deadline: Ongoing

Job Types: Full-time, Permanent

Salary: £17,000.00-£25,000.00 per year depending on experience


To apply, please send a CV and Cover Letter addressed to Oliver Cotterell at