Mortgage Case Manager

Realise Recruitment; Hamilton; On-site; GBP 28,000 - 38,000; Full time

Benefits offered by this job

Monthly bonus

Job summary

Realise Recruitment in Hamilton is hiring a Mortgage Case Manager to support clients by assessing needs and coordinating services. Office-based role with a focus on accurate data handling, client liaison, and case progression. You will work with mortgage processes, budgeting support, and a proactive, compassionate approach to clients.

The role requires mortgage case management experience, strong maths, and excellent communication. 40 hours weekly, with a competitive salary and bonus potential.

Qualifications

• Experience in mortgage case management or related financial services.
• Knowledge of financial services to assist budgeting and resource management.
• Basic maths skills to explain concepts to clients.
• Strong interpersonal and rapport-building abilities.
• Excellent organisational skills and attention to detail for records.

Responsibilities

• Answer calls with an excellent telephone manner and communicate clearly and confidently.
• Chase clients and lenders to gather information and move cases forward.
• Update CRM systems with current case information and progress.
• File and organise client paperwork, ensuring accurate data and documentation.

Skills

Telephone manners

Objection handling

Chasing

CRM experience

Filing

Attention to detail

Multitasking

Compassionate approach

Interpersonal skills

Communication

Tools

Adobe

MS Word

MS Excel

Job description

Mortgage Case Manager

£28,000 - £38,000 DOE + monthly bonus potential

We are looking for an experienced Mortgage Case Manager or potentially an experienced Financial Services Administrator for a fantastic role with our client in Hamilton, where the role will be fully office based.

You will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.

Traits and responsibilities:

• Telephone Manner – must have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.
• Chasing – contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.
• Case updates – updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.
• Filing- correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience needed:

• Previous experience in mortgage case management or a related financial services field is required.
• Knowledge of financial services is essential for assisting clients with budgeting and resource management.
• Basic maths skills are required to help clients understand financial concepts effectively.
• Strong interpersonal skills with the ability to build rapport with diverse populations.
• Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
• A compassionate approach with a commitment to supporting individuals in need is vital for this role.
• A thorough understanding of mortgage process.
• A meticulous approach to paperwork, accuracy of data entry/electronic filing is essential.
• Whilst training will be given in a live environment, your ability to multi-task in a vibrant office is essential.
• A strong understanding of Adobe, MS Word and MS Excel is essential.
• Use of the company’s CRM system will be trained.
• A clear, concise, polite and assertive telephone manner is essential.

The salary for the role will be between £28,000 - £38,000 depending on experience, with additional bonus potential of between £200 - £300 per month also available. 40 hours per week, working business hours Monday – Friday.