Mortgage Case Manager

NRG-Resourcing; Ringwood; On-site; GBP 25,000 - 30,000; Full time

Job summary

A respected mortgage lending firm in Ringwood is seeking a Mortgage Case Manager to manage mortgage applications from enquiry to completion. This role involves collaboration with brokers, lenders, and legal teams, maintaining exceptional customer care and ensuring compliance with AML processes. The ideal candidate will have at least 2 years of experience in financial services, strong organizational skills, and excellent communication abilities. Salary ranges from £25,000 to £30,000 plus commission and bonuses.

Benefits

Healthshield Membership

Perkbox Membership

Option to buy/sell holiday allowance

Responsibilities

• Manage residential and buy-to-let mortgage cases from enquiry to completion.
• Liaise with brokers, lenders, legal teams, and surveyors.
• Collect fees and capture client data in the CRM system.
• Follow up with brokers to ensure smooth case progression.
• Assist with AML checks and escalate suspicious activity.

Skills

Organisational skills

Verbal communication

Written communication

CRM systems proficiency

Proactive mindset

Education

2 years experience in financial services

Job description

Overview

Ready to Take Your Mortgage Career to the Next Level?

Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression.

About the Company

We're representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact.

About the Role

As a Mortgage Case Manager, you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you'll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards. You'll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication.

Mortgage Case Manager – Key Responsibilities

• Manage residential and buy-to-let mortgage cases from enquiry to completion
• Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing
• Collect fees and accurately capture client data in the CRM system in line with GDPR requirements
• Proactively follow up with brokers to ensure smooth case progression and resolve any queries
• Set review dates for completed loans to generate future sales opportunities
• Participate in internal and lender sales meetings (in-person or via Teams)
• Interpret client documentation for lender suitability and submit applications via lender portals
• Assist with AML checks and promptly escalate any suspicious activity
• Maintain CPD requirements through internal training, online courses, and market research

Mortgage Case Manager – Package

• Salary: £25,000 - £30,000 (dependent on experience)
• Commission: Per case completion & Quarterly team performance bonus
• Holidays: 20 days + bank holidays (rising to 25 with service)
• Additional Benefits: Healthshield & Perkbox Membership
• Option to buy/sell holiday allowance (up to 30 days per annum)

Mortgage Case Manager – Skills & Experience

• Minimum 2 years' experience in financial services (mortgages, lending, or related fields preferred)
• Strong organisational skills with the ability to thrive under pressure
• Excellent verbal and written communication skills
• Competent in using CRM systems and general IT software
• Forward-thinking mindset with a proactive and solutions-driven approach

Why Apply?

Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you're motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark. Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending