Mortgage Case Manager

Purely Recruitment Solutions Ltd.; Corsham; On-site; GBP 25,000 - 35,000; Full time

Job summary

Purely Recruitment Solutions is seeking a Mortgage Case Manager in Corsham to oversee mortgage applications from submission to completion. This role requires excellent communication skills, a background in financial advisory, and the ability to manage client relationships effectively.

The candidate should have a minimum of 2 years of relevant experience and 5 GCSEs grade 5/C and above. A commitment to professional development and teamwork is essential for success in this full-time, permanent position.

Qualifications

• Minimum 2 years working in a Financial Advisory firm.
• Able to work independently.
• Committed to ongoing professional development.

Responsibilities

• Manage mortgage applications from submission through to completion.
• Act as the first point of contact for clients on mortgage applications.
• Keep advisers informed of case progress and issues.

Skills

Excellent communication, negotiation and interpersonal skills.

Proficient in relevant IT systems.

Highly organised with effective prioritisation and time management.

Strong team player with relationship-building and negotiation skills.

Education

5 GCSEs grade 5 / C and above.

Job description

Mortgage Case Manager

Corsham

Full Time Permanent

Monday Friday 37.5hrs per week

Salary is dependent on experience

We are currently recruiting for a Mortgage Case Manager to join our client based in their Corsham Branch.

Job Purpose

To manage mortgage applications from submission through to completion, ensuring excellent client service and efficient communication with lenders, while also supporting advisers, office operations, and third-party referrals.

Responsibilities

• Act as the first point of contact for clients on mortgage applications.
• Contact clients within 24 hours of application submission.
• Progress applications through workflow stages in the system.
• Obtain regular updates from lenders/providers and promptly request outstanding information from clients.
• Aim to secure offers within 10 days of application submission.
• Proactively resolve issues (e.g. valuation access).
• Engage lender BDMs where appropriate and challenge decisions or timelines when necessary.
• Stay up to date on lender requirements and timescales, sharing updates with advisers.
• Maintain regular client contact (By phone in the first instance, followed by email/message if unavailable).
• Ensure accurate, complete, and up-to-date client records on Mortgage Keeper.
• Keep advisers informed of case progress and issues.
• Review and check mortgage offers thoroughly before notifying brokers.
• Liaise with introducers as required

Office Management and Sales Support

• Upload and allocate client documents to the CRM, notifying advisers as appropriate.
• Handle correspondence from lenders/providers, directing it to relevant teams.
• Support directors with ad hoc administrative tasks.
• Monitor and manage stationery, office supplies, and equipment (including printers and first aid kit).
• Maintain accurate records of posted mail and reconcile with company postal bills.
• Support brokers to facilitate sales growth by ensuring effective communication and smooth processes

Third-Party Referrals

• Refer clients to trusted third parties for additional services where appropriate.

Other Duties

• Undertake any other reasonable ad hoc tasks.
• Collaborate with colleagues to ensure workloads are completed efficiently.
• Comply with FCA and Money Laundering regulations.
• Act as a customer service champion, upholding company standards and promoting a positive office culture
• Contribute ideas to improve back-office processes and business operations.
• Escalate staff complaints to directors and client ML concerns to the MLO/FCA in line with regulations.

Required Qualifications

5 GCSEs grade 5 / C and above.

Experience

Minimum 2 years working in a Financial Advisory firm.

Knowledge, Skills and Abilities

• Excellent communication, negotiation and interpersonal skills.
• Proficient in relevant IT systems.
• Highly organised with effective prioritisation and time management.
• Able to work independently.
• Strong team player with relationship-building and negotiation skills.
• Committed to ongoing professional development.