Remortgage Trainee Case Manager

Movera; Stockport; Hybrid; GBP 25,000 - 30,000; Full time

Job summary

A dynamic financial services firm in Stockport is seeking a Trainee Remortgage Case Manager. This role offers a comprehensive training program to equip individuals with the essential skills to manage remortgage cases effectively. Key responsibilities include data entry, liaising with clients and third parties, and ensuring exceptional service. Candidates should be customer-focused, organized, and have some office experience. The position offers hybrid working after probation, competitive bonuses, and is committed to diversity and inclusion.

Benefits

First-class training

Structured career path

Lucrative bonus scheme

Qualifications

• Office experience preferred.
• Ability to use standard office software and pick up new systems quickly.
• Strong organizational skills to manage multiple tasks.

Responsibilities

• Manage caseload effectively after training.
• Liaise with clients, brokers, and lenders.
• Input data onto the case management system.

Skills

Customer-focused

Strong organizational skills

Good communication skills

Office experience

Attention to detail

Tools

Microsoft Office suite

Job description

Are you in a job but looking for a career?

Got bags of potential & drive?

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

If the answer to any of these questions is ‘Yes’, read on to find out about our exciting Trainee opportunity based in central Stockport.

We have ambitious growth plans and are looking for self‑motivated, enthusiastic and customer‑focused individuals to join our successful Remortgage Trainee Case Manager programme.

In return, we can offer first class training, a structured career path, a lucrative bonus scheme and hybrid working (after probationary period).

The Training:

A comprehensive 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 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.

What you’ll need:

• Office experience preferred.

• Competent in using standard office software (eg Microsoft Office suite) and able to pick up new systems quickly.

• Customer‑focused – committed to delivering a positive client experience and able to build good relationships.

• Strong organisational skills – able to manage multiple tasks and prioritise effectively in a fast‑paced environment.

• An eye for detail.

• Good communication skills – written and verbal.

The planned start date is 2nd March 2026 – please note the following:

*Unfortunately, we cannot accommodate any holidays of more than a couple of days during the first 8 weeks.

**For the first 6 months, you will be required to be in our central Stockport office full‑time, Monday to Friday. Hybrid working (minimum 2 days per week in office) will be available after this, subject to successful completion of your probationary period.

Look forward to Monday mornings at Movera, we have the culture, technology and purpose to change the way you feel about your job.

At Movera, we are committed to fostering a diverse, equitable, and inclusive environment where all team members feel valued and respected. We believe that a diverse workforce brings unique perspectives and ideas that drive innovation and excellence. We welcome and encourage applications from individuals of all backgrounds, including those from underrepresented groups.

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.

Please note:

First‑stage interviews will take place during the weeks commencing 5th and 12th January.

Second‑stage interviews will take place during the weeks commencing 26th January and 2nd February.