Mortgage Case Manager

JR United Kingdom; Chelmsford; Hybrid; GBP 35,000 - 41,000; Full time

Job summary

A specialist finance firm is looking for a Mortgage Case Manager to coordinate deals in commercial and residential finance. This role offers a flexible working environment and opportunities for career growth in a dynamic, scaling company.

Benefits

Career growth opportunities

Flexible work schedule

Qualifications

• Experience managing cases in commercial mortgages, bridging finance, or development finance desired.
• Confidence liaising with solicitors, lenders, valuers, and brokers.
• High attention to detail and ability to manage multiple active deals.

Responsibilities

• Manage live deals across commercial mortgages, bridging loans, and development finance.
• Liaise with brokers, solicitors, lenders and valuers to drive each deal forward.
• Ensure documentation is accurate, complete, and compliant.

Skills

Attention to detail

Communication

Organisational skills

Problem-solving

Tools

CRM platforms

Lender portals

Job description

Social network you want to login/join with:

Are you a highly organised, proactive professional who thrives on keeping complex deals on track?

Do you enjoy being the driving force behind successful completions and want your work to be recognised and valued?

This could be the perfect next step in your specialist finance career.

Work Structure

• Experienced Commercial Mortgage Administrator: If you have experience in commercial, bridging and development finance Administration or Case Management you will have the option to work up to 4 days from home, if desired.
• Complex Residential Mortgage Administrator: If you have complex Residential Mortgage Administration or Case Management experience, you will have training and support in office until you're confident, then moving to a hybrid work structure, if desired.
• Salary: £35,000 (depending on experience)
• Location: Essex – office-based, Monday to Friday
• Hours: 40 hours/week, flexible start between 8am–10am
• Career Growth: Be part of a business that’s scaling rapidly and invests in its people

About the Company

This specialist finance firm is scaling fast—and bringing in talented people to help shape the future. Known for delivering bespoke lending solutions across commercial mortgages, bridging finance, and development finance, they work closely with brokers, solicitors, valuers and borrowers to get even the most complex deals over the line.

The Role – Mortgage Case Manager

You’ll coordinate with all parties, solve problems before they escalate, and help ensure every deal delivers a first-class experience for the client. Expect variety, autonomy, and the satisfaction of knowing you’re playing a vital role in the success of every transaction.

Mortgage Case Manager: What You’ll Be Doing

• Manage live deals across commercial mortgages, bridging loans, and development finance
• Liaise with brokers, solicitors, lenders and valuers to drive each deal forward
• Ensure documentation is accurate, complete, and compliant
• Draft and review key documentation including Heads of Terms and completion packs
• Support the origination team by removing operational roadblocks and delays
• Embrace new tools and processes—including AI-driven systems—to streamline your workload

What You’ll Need

• Experience managing cases in commercial mortgages, bridging finance or development finance (desirable)
• Confidence liaising with solicitors, lenders, valuers, and brokers
• High attention to detail, with the ability to manage multiple active deals
• Strong communication and organisational skills
• Comfortable using CRM platforms and lender portals
• A positive, can-do mindset and a genuine desire to support your team and clients

Ready to Step into a Role That Truly Values You?

If you’re a detail-driven Case Manager with experience in specialist property finance—and you’re looking for a role where your skills, ideas and ambition are welcomed—we’d love to hear from you.

Apply now and become a key part of a business that’s going places.