Mortgage Case Specialist | Client Support & Process Lead

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

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.