Case Manager

Join us and make a difference in the lives of those pursuing their property & financial goals

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You will be working very closely with experienced mortgage advisers, and you will be responsible for processing mortgage applications 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 Administrator, you’ll be responsible for:

Liaising between customer and lender to ensure the customer receives the mortgage offer efficiently.
Submitting Mortgage cases to the Lenders while making sure accuracy is achieved.
Proactively managing mortgage 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.

Benefits:

Company events
Company pension
Employee discount
Referral programme

Schedule:

Monday to Friday

Supplemental pay types:

Commission pay
Performance bonus

Our Accreditations & Partners

Home Improvement Loans

Financing Your Renovation Projects Renovating your home can be an exciting yet costly venture. Whether you’re upgrading your kitchen, adding an extension, or fixing essential repairs, having the right financing in place can make all the difference. Let’s explore how home improvement loans can help fund your renovation plans and what options are available in […]

FIND OUT MORE

Is Now the Right Time to Remortgage?

Evaluating Your Options in 2025 Remortgaging is a crucial financial decision that can help homeowners reduce costs, secure better interest rates, or release equity from their property. With mortgage rates fluctuating and economic conditions changing, is 2025 the right time to remortgage? Let’s explore the key factors. Why Homeowners Are Considering Remortgaging in 2025 Many […]

FIND OUT MORE

Upcoming Stamp Duty Changes

How stamp Duty Affects Your Next Purchase Stamp duty is a major consideration when buying a home, and upcoming changes in April 2025 could significantly impact both first-time buyers and home movers. Understanding these adjustments can help you plan effectively and avoid unexpected costs. What’s Changing? Currently, first-time buyers benefit from a stamp duty exemption […]

FIND OUT MORE

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We’d love to hear from you

Contact us for a fee-free initial consultation, our team of mortgage and financial experts is here to help.