Mortgage Case Manager

3 months ago


United Kingdom UK Bank Full time

Job Role

Manage a case pipeline in a fast-paced environment, prioritizing workflows and coordinating with internal (Underwriters, Credit Admin, Risk, Branches, BDMs) and external stakeholders (Solicitors, Customers, Brokers, Valuers) to ensure efficient assessment and completion of Buy-to-Let applications.

Key Responsibilities

  • Review legal documents and completion queries, providing written and verbal responses.
  • Liaise with stakeholders to progress cases to completion.
  • Act as the primary contact for solicitors and brokers post-mortgage offer, managing offer-related queries.
  • Understand and apply BTL credit policy to resolve queries and manage escalations.
  • Ensure legal conditions of the mortgage offer are met.
  • Monitor and manage the expiration of valuations, credit searches, and offers.

Competency

  • In-depth knowledge of Buy-to-Let/Asset-backed loans and mortgage completions.
  • Experience in managing post-offer documentation.
  • Proficiency in MS Office (Excel, Word, PowerPoint).

Person Specification

  • Strong interpersonal and communication skills
  • Understanding of credit reports and underwriting processes
  • Expertise in UK banking products and legal/completion matters


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