Mortgage Case Manager

UK Bank; Greater London; On-site; GBP 34,000 - 48,000; Full time

Job summary

UK Bank is seeking a mortgage case handler to manage a pipeline of Buy-to-Let cases from offer through completion in a fast-paced environment. You will liaise with underwriters, credit, risk, brokers, solicitors, valuers and customers to progress cases and resolve queries.

The role involves reviewing legal documentation, indemnities and offer conditions to satisfy completion requirements, acting as a key contact for intermediaries, applying BTL lending criteria, monitoring expiry dates and

Responsibilities

• Manage a pipeline of Buy-to-Let mortgage cases from offer through to completion, prioritising workflows in a fast-paced environment.
• Liaise with Underwriters, Credit, Risk, Brokers, Solicitors, Valuers and Customers to progress cases and resolve queries.
• Review legal documentation, searches, indemnities and offer conditions to ensure completion requirements are satisfied.
• Act as a key point of contact for brokers and solicitors, managing post-offer queries and outstanding requirements.
• Apply BTL credit policies and lending criteria to resolve issues and manage escalations where required.
• Monitor valuation, credit search and offer expiry dates, taking proactive action to avoid delays.
• Coordinate with completion teams to ensure timely release of funds and smooth case completion.
• Maintain accurate pipeline and MI reports, providing completion forecasts and management updates.
• Support senior management with portfolio reports, presentations and analysis.
• Ensure customers and intermediaries receive timely updates throughout the post-offer process.

Job description

Key Responsibilities

• Manage a pipeline of Buy-to-Let mortgage cases from offer through to completion, prioritising workflows in a fast-paced environment.
• Liaise with Underwriters, Credit, Risk, Brokers, Solicitors, Valuers and Customers to progress cases and resolve queries.
• Review legal documentation, searches, indemnities and offer conditions to ensure completion requirements are satisfied.
• Act as a key point of contact for brokers and solicitors, managing post-offer queries and outstanding requirements.
• Apply BTL credit policies and lending criteria to resolve issues and manage escalations where required.
• Monitor valuation, credit search and offer expiry dates, taking proactive action to avoid delays.
• Coordinate with completion teams to ensure timely release of funds and smooth case completion.
• Maintain accurate pipeline and MI reports, providing completion forecasts and management updates.
• Support senior management with portfolio reports, presentations and analysis.
• Ensure customers and intermediaries receive timely updates throughout the post-offer process.