Mortgage & Protection Case Manager

Swarm Recruitment Ltd; Hemel Hempstead; On-site; GBP 35,000 - 40,000; Full time

Benefits offered by this job

Annual bonus

Commission 15%

Free gym membership

Private medical insurance

20 days + bank holidays

Career progression

Job summary

Swarm Recruitment Ltd is recruiting an experienced Mortgage & Protection Case Manager for our Hemel Hempstead office. You will own caseloads from submission to completion, coordinating with advisers, lenders and solicitors to progress mortgage and protection applications.

The role suits an organised, proactive candidate with mortgage administration or case management experience, offering a basic salary of £35,000-£40,000, 20 days holiday plus bank holidays, 15% commission on introduced business,

Qualifications

• Minimum 1 year proven experience as Mortgage Administrator/Case Manager/Underwriter/Paraplanner or similar within a mortgage brokerage
• Strong understanding of mortgage and protection process and lender requirements
• Excellent attention to detail and ability to manage deadlines

Responsibilities

• Manage cases from submission through to completion
• Prepare, submit and progress mortgage applications
• Manage protection applications and liaise with providers
• Build relationships and resolve queries with lenders and providers
• Monitor live cases and proactively chase outstanding requirements
• Take ownership of complex cases and improve processes

Skills

Mortgage administration

Case management

Underwriting

Paraplanner

Education

CeMAP qualification

Job description

We are working with an established, growing mortgage and protection brokerage with a strong focus on delivering high-quality, personalised advice and service. The business operates on a whole-of-market basis, supporting clients across residential mortgages, buy-to-let, remortgages and high-net-worth lending, alongside personal and business protection.

The company has built its reputation around expert advice, strong client relationships and finding solutions for both straightforward and more complex cases. With a team bringing a combined 50 years of industry experience, there is a strong emphasis on doing the right thing for clients and maintaining a high standard of service.

This is an exciting opportunity to join a collaborative and growing team where you will have the opportunity to work alongside experienced advisers, take ownership of a varied caseload and play an important role in the continued growth of the business.

Role Overview

We are looking for an experienced Mortgage & Protection Case Manager to join a growing and supportive whole-of-market brokerage based in Hemel Hempstead. This is an excellent opportunity for someone who enjoys taking full ownership of cases, managing mortgage and protection applications from submission through to completion.

Working closely with advisers, lenders, providers, solicitors and clients, you will proactively progress cases, resolve queries and ensure a high level of service throughout the client journey. You will be responsible for managing a busy pipeline of cases, prioritising workloads and handling both straightforward and more complex applications across a wide range of lenders and providers.

This role would suit an organised, proactive and detail-focused individual with previous mortgage administration or case management experience within a broker environment, who is looking to join a collaborative business with clear opportunities for progression.

• Bonus: Annual discretionary performance-related
• Commission: 15% commission on introduced mortgage and protection business
• Free Gym Membership
• Basic Salary: £35,000-40,000 per annum depending on experience
• Private Medical Insurance (PMI)– Company-funded cover once probation has been successfully completed
• 20 days + bank holidays
• Career progression opportunities, with the potential to progress into a management role as the team continues to grow
• Supportive and collaborative team environment

Work Arrangements

• Office based
• Monday–Friday, 9:00am–5:30pm

Responsibilities

• Managing cases from submission through to completion
• Preparing, submitting and progressing mortgage applications
• Managing protection applications and liaising with providers
• Building relationships and resolving queries with lenders and providers
• Monitoring live cases and proactively chasing outstanding requirementsKeeping all parties updated throughout the process
• Strong understanding of lender criteria and underwriting requirements
• Ensuring cases are managed in line with regulatory requirements
• Ensuring applications and documentation are accurate and complete
• Taking ownership of more complex cases and finding solutions
• Resolving issues and keeping cases moving efficiently
• Identifying ways to improve processes and efficiency
• Supporting and developing junior team members
• Providing a high level of service throughout the client journey

Desired Experience and Skills

• A minimum of 1 years proven experience as a Mortgage Administrator/Case Manager/Underwriter/Paraplanner or similar within a mortgage brokerage
• Full and Strong Understanding of the Mortgage and Protection Process
• Strong understanding of lender requirements and mortgage documentation
• Excellent attention to detail and accuracy
• Ability to manage workload and meet deadlines
• Strong communication and relationship-building skills

Desired Qualification (Not Essential)

• CeMAP qualified or working towards qualification