Remortgage Trainee Case Manager

Movera; Harrogate; Hybrid; GBP 22,000 - 30,000; Full time

Benefits offered by this job

27 days holiday + birthday off

Hybrid working - 2 days in office

Health cash plan

Buy/sell 5 days per annum

Additional leave with service

Conveyancing legal fees covered

Moving home days off

Volunteering days

Retailer discounts

Social events

Job summary

Movera is seeking self-motivated individuals for a Remortgage Trainee Case Manager programme in Stockport. No prior remortgage experience is required as full training and support are provided to help you develop into a Remortgage Case Manager.

After an 8-week training, you will join a Remortgage Team to manage your own caseload, liaise with clients, brokers and lenders, and process remortgage transactions. Hybrid working starts after probation.

Qualifications

• Willingness to learn and develop new skills.
• Strong organisation skills with ability to prioritise competing tasks.
• Good attention to detail and accuracy.
• Clear and confident written and verbal communication.
• Customer-focused approach.
• Confidence using standard office software and ability to learn new systems.
• Ability to work effectively in a busy, target-driven environment.

Responsibilities

• Accurately inputting data onto a case management system.
• Logging and actioning mail and other documents.
• Liaising with lenders, mortgage brokers, solicitors and other third parties.
• Dealing with case enquiries by telephone and email.
• Ensuring detailed telephone notes are maintained throughout the transaction.
• Working from a task list; following up prompts and actioning accordingly.
• Checking and assessing legal information and documents in line with agreed processes.
• Obtaining redemption statements and carrying out pre-completion searches.
• Assisting with carrying out completions.
• Dealing with post-completion queries.

Skills

Willingness to learn

Strong organisation

Attention to detail

Clear communication

Customer-focused approach

Office software

Time management

Tools

Case management system

Job description

• Looking for a career rather than just a job?

• Keen to learn with the drive to succeed?

• Like the idea of working in a vibrant, fast-paced environment with a great team?

We are looking for self-motivated, enthusiastic and customer-focused individuals to join our successful Remortgage Trainee Case Manager programme.

You don't need previous legal or remortgage experience – we'll give you the training and support you need to build your knowledge and develop into a Remortgage Case Manager.

You'll need to be comfortable working in a fast-paced, busy environment, learning new systems and processes, dealing with clients and keeping on top of multiple tasks.

We offer a structured career path, ongoing development and a great bonus scheme, giving you the opportunity to build a long-term career with us.

The Training:

A comprehensive 8-week journey that will equip you with the essential knowledge, skills, and hands-on experience required to manage your own Remortgage cases effectively from start to finish and provide exceptional client experience.

Here's what you can expect:

• In-depth, interactive training sessions covering the legal knowledge, systems and processes essential to be a successful Remortgage Case Manager

• Development of skills including customer service, communication, and time management, aimed at delivering exceptional service to our clients and partners

• Ongoing mentorship, constructive feedback, and support as you engage with live files and build your case load

The Role:

After the 8-week training programme, you will join one of our Remortgage Teams where you will continue to build your own caseload. You will liaise with clients, brokers and lenders, helping to ensure that everything is in place to complete a remortgage transaction.

Day-to-day duties will include:-

• Accurately inputting data onto a case management system.

• Logging and actioning mail and other documents.

• Liaising with lenders, mortgage brokers, solicitors and other third parties.

• Dealing with case enquiries by telephone and email.

• Ensuring detailed telephone notes are maintained throughout the transaction.

• Working from a task list; following up prompts and actioning accordingly.

• Checking and assessing legal information and documents in line with agreed processes.

• Obtaining redemption statements and carrying out pre-completion searches

• Assisting with carrying out completions

• Dealing with post-completion queries.

Working Arrangements:

This is a permanent, full-time position, working Monday to Friday, 8.30am-5.00pm.

You will be required to work from our Stockport office 5 days a week for your first 6 months while you complete your training and build your experience. Following successful completion of your probationary period, you'll move to hybrid working, with a minimum of 2 days per week in the office.

We have training cohorts planned for November 2026 and January 2027, and we'll ask you to let us know your preferred start date as part of the application process.

What you’ll need:

You don't need previous legal experience. We're looking for people who can demonstrate:

• A willingness to learn and develop new skills

• Strong organisation skills and the ability to prioritise competing tasks

• Good attention to detail and accuracy

• Clear and confident written and verbal communication

• A customer-focused approach

• Confidence using standard office software and the ability to learn new systems

• The ability to work effectively in a busy, target-driven environment

Previous office or customer service experience would be useful, but it's not essential.

What we offer:

• 27 days holiday + your birthday off!

• Hybrid working - minimum 2 days per week in office after initial full-time training period

• Health cash plan

• Buy/sell 5 days per annum

• Build up more annual leave after 1 years' service

• Free conveyancing legal fees

• Moving home days off

• Volunteering days

• Retailer discounts and frequent socials

At Movera, we celebrate diverse backgrounds, experiences, and perspectives, and are committed to creating an inclusive environment where everyone feels valued, respected, and empowered to succeed.

We welcome and encourage applications from individuals of all backgrounds, including those from underrepresented groups. As a Disability Confident Committed Employer, anyone who identifies as disabled and meets the essential criteria for the role is offered an interview under our guaranteed interview scheme. This positive action gives disabled candidates the chance to demonstrate their skills, talent and abilities to us directly, rather than being screened out at the sift stage.

If you require any reasonable adjustments or additional support during the recruitment process, please let us know and we will be happy to discuss how we can support you.

DBS and Financial Checks:

Please note that as part of our commitment to maintaining a safe and trustworthy workplace, all offers of employment are subject to satisfactory completion of DBS (Disclosure and Barring Service) checks and financial background checks. These checks are conducted to ensure the safety of our employees and clients and to uphold the highest standards of integrity and compliance in our operations.