Mortgage Case Manager

Stellar Select; Fleet; Hybrid; GBP 29,000 - 35,000; Full time

Job summary

A specialist mortgage brokerage is seeking a motivated Case Manager in Fleet to manage mortgage applications from submission to completion. The role involves liaising with customers and lenders, maintaining service levels, and ensuring compliance. Ideal candidates should have previous experience in mortgage case management and excellent organizational skills. This hybrid position offers flexibility with 1 day in the office and 4 days remote.

Qualifications

• Experience in case management or mortgage administration.
• Familiarity with banking or property finance.
• Ability to manage high-volume caseloads accurately.

Responsibilities

• Manage a pipeline of property finance cases.
• Liaise between customers and lenders.
• Coordinate the release of completion funds.

Skills

Customer service

Administrative efficiency

Attention to detail

Communication skills

Organizational skills

Tools

OMS CRM

Job description

Job Title: Case Manager

Location: Fleet, Hampshire (Hybrid 1 day a week in the office, 4 days WFH)

Salary: Up to £35,000

Hours: Monday to Friday, 9:00 am to 6:00 pm

About our Client and the Role of Case Manager

We are working closely with our client, a specialist mortgage brokerage, as they expand their team with the addition of experienced Case Managers. This role provides an opportunity to join a growing business where you will play a critical part in managing finance applications from submission through to completion. You will support Finance Consultants and work closely with key stakeholders including Underwriters, Brokers, Risk Teams, Solicitors, and Valuers.

The successful candidate will demonstrate a high standard of customer service, administrative efficiency, and the ability to manage multiple applications with accuracy and attention to detail. This is a hands‑on role suited to someone with previous experience in mortgage case management or processing, ideally within residential or property finance.

Responsibilities for the Role of Case Manager

• Manage a pipeline of property investment and development finance cases
• Liaise between customers and lenders to ensure smooth and timely processing of mortgage applications
• Proactively manage each case from application to completion, maintaining service levels and meeting deadlines
• Deliver exceptional customer service by promptly responding to written and verbal enquiries
• Ensure that clients are updated throughout the application process, and all stakeholders remain informed
• Maintain detailed and accurate records of all communication and actions in system event logs
• Track applications and follow internal processes in line with risk and compliance frameworks, including GDPR
• Carry out credit checks and review reports as part of the packaging process
• Accurately package cases with all necessary documentation for submission to lenders
• Coordinate the release of completion funds with relevant parties
• Work closely with internal departments and external contacts to ensure the timely and efficient progression of each case
• Assist with general administrative duties relating to case management
• Use internal CRM systems (OMS preferred) for all workflow management and reporting

Experience Required for the Role of Case Manager

• Experience in a similar case management or mortgage administration role
• Experience within banking, financial services, or property finance is preferred
• Previous experience processing residential mortgage cases is advantageous
• Proficient in handling a high-volume caseload while maintaining accuracy and efficiency
• Exceptional written and verbal communication skills
• Highly organised with the ability to prioritise a busy workload and work to tight deadlines
• Experience using OMS CRM is desirable

For more information regarding the role of Case Manager please contact us.

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.