Mortgage Case Manager

Found in: Jooble UK C2 - 3 weeks ago


Halifax West Yorkshire, United Kingdom NRG Resourcing Full time

Are you an experienced Mortgage Case manager with experience in residential mortgage and buy to let mortgage cases? Ambitious Directly Authorised Brokerage based in Halifax.


The team have created a competitive yet collaborative culture, each member of the team owns their own specialism and part of the business, allowing them to excel both individually and as a team.


They're open, honest, and professional with a good helping of humour. The team embrace each other’s personalities, enjoy each other’s company and are committed to providing outstanding customer service.


The company are utilising technology for process refinement and optimum client experience, as well as forging strong relationships with recognised industry players and ancillary professional services. The client experience should be - one point of contact for all financial solutions, forever. Today, the company continues to grow and expand its offerings to help individuals and businesses thrive in an ever-changing personal and professional landscape.


The Mortgage Case Manager Role

  • As the Mortgage Case Manager for the specialist brokerage, you will work alongside one Residential broker providing a complete client journey from DIP through to completion, working on a variety of cases including Residential mortgage cases, or if your specialism is bridging and limited company buy to let, you will be supporting the a Commercial Broker.


To thrive in this role, you will need an in-depth experience in case management, a thorough understanding of the mortgage market, and a passion for the property finance industry. It is essential that you have the knowledge and skillset to be able to confidently a variety of Mortgage cases, and deliver an exceptional level of service that surpasses your clients’ expectations.


The Mortgage Case Manager Package

  • Monday to Friday
  • Training & Support provided
  • Career progression
  • Hybrid 3 days in the office per week


Mortgage Case Manager desired skills and experience

  • Experienced Mortgage Administrator / Mortgage Case Manager / Mortgage Paraplanner
  • Experience with Residential mortgage admin & buy to let case admin

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