Mortgage & Protection Case Manager

Macstaff; Liss; Híbrido; GBP 40.000 - 45.000; Jornada completa

Ventajas ofrecidas por este puesto de trabajo

Private medical insurance

Free gym membership

Pension

Hybrid working – Friday WFH

On-site parking

20 days annual leave

Descripción de la vacante

MacStaff Limited in Hemel Hempstead is seeking a Senior Mortgage & Protection Case Manager to own end-to-end mortgage and protection applications. You will support three Advisers and one other Case Handler, ensuring efficient progression from submission to completion.

The role requires mortgage industry experience, knowledge of lenders and underwriting, plus excellent client communication. CeMAP is advantageous; hybrid working with a 9–5 schedule is offered.

Formación

• Proven experience managing mortgage applications from submission to completion.
• Strong understanding of mortgage products, lenders, underwriting and application processes.
• Practical knowledge of protection products and administration.
• Good understanding of FCA compliance and regulatory requirements.
• Excellent communication, customer service and stakeholder management skills.
• Outstanding attention to detail, organisation and time management.
• Confidence managing multiple cases and complex queries.
• Strong IT, CRM and mortgage case management system skills.
• CeMAP qualification would be advantageous, although further qualifications are encouraged.

Responsabilidades

• Manage mortgage and protection applications end-to-end, ensuring progression to completion.
• Liaise with clients, lenders, insurers, solicitors, introducers and advisers.
• Monitor case pipelines, deadlines and resolve queries or delays.
• Apply knowledge of underwriting criteria and protection products.
• Mentor junior team members and contribute to training.

Conocimientos

Mortgage underwriting

Client communication

CRM software

Time management

Mentoring

Regulatory knowledge

Educación

CeMAP qualification (advantage)

Herramientas

CRM system

Mortgage case management system

Descripción del empleo

Senior Mortgage & Protection Case Manager

Location: Hemel Hempstead, Hertfordshire
Salary: £40,000–£45,000 + Bonus + Commission + Benefits
Job Type: Permanent, Full-time | Hybrid Friday after probation

You will like

Working as a Senior Mortgage & Protection Case Manager for a growing, independent mortgage and protection brokerage in Hemel Hempstead, Hertfordshire. This established, client-focused financial services business offers an excellent opportunity to take ownership of mortgage and protection applications, support experienced advisers and make a genuine difference to customer outcomes.

You’ll enjoy a professional, supportive working environment, an attractive salary and benefits package, additional commission opportunities and scope for career development. Ideal for an experienced Mortgage Case Manager, Senior Mortgage Administrator or Mortgage & Protection Case Handler seeking greater responsibility and recognition.

You will like

The Senior Mortgage & Protection Case Manager job itself, where you will take ownership of mortgage and protection applications from submission through to completion, supporting three Mortgage Advisers alongside another Case Handler.

More specifically, you will be:

• Managing mortgage and protection applications end-to-end, ensuring efficient progression through to completion.

• Liaising proactively with clients, mortgage lenders, insurers, solicitors, introducers and advisers.

• Monitoring case pipelines, managing deadlines and resolving application queries or delays.

• Applying your knowledge of mortgage underwriting, lender criteria and protection products.

• Managing complex cases, identifying solutions and ensuring positive customer outcomes.

• Maintaining accurate documentation, CRM records and compliance standards.

• Delivering exceptional client service and building lasting professional relationships.

• Supporting quality control, process improvements and operational efficiency.

• Providing guidance, training and mentoring to junior team members.

You’ll have genuine autonomy, responsibility and the opportunity to contribute to a growing brokerage's continued success.

You will have

To succeed as Senior Mortgage & Protection Case Manager, you will have significant mortgage industry experience, ideally gained within a mortgage brokerage, financial services intermediary or specialist mortgage administration environment.

You will also have:

• Proven experience managing mortgage applications from submission to completion.

• Strong understanding of mortgage products, lenders, underwriting and application processes.

• Practical knowledge of protection products and associated administration.

• Good understanding of FCA compliance and regulatory requirements.

• Excellent communication, customer service and stakeholder management skills.

• Outstanding attention to detail, organisation and time management.

• Confidence managing multiple cases, competing priorities and complex queries.

• Strong IT, CRM and mortgage case management system skills.

• A proactive, independent and solutions-focused approach.

• Ability to support and mentor less experienced colleagues.

CeMAP qualification would be advantageous, although candidates willing to undertake further professional qualifications are encouraged to apply.

You will get

As Senior Mortgage & Protection Case Manager, you will enjoy an attractive remuneration package including:

• £40,000–£45,000 salary, depending on experience.

• Discretionary annual performance-related bonus.

• Additional commission opportunities for introduced mortgage and protection business.

• Private medical insurance after probation.

• Free gym membership after probation.

• 20 days annual leave plus bank holidays.

• Workplace pension.

• Hybrid working – Friday WFH after probation.

• On-site parking.

• Monday–Friday, 9:00am–5:30pm working hours.

• Career development and progression opportunities.

This is a permanent position with a six-month probation period, offering the opportunity to build a rewarding career within an expanding mortgage and protection business.