Junior Mortgage Case Manager

1 week ago


London, Greater London, United Kingdom CV-Library Full time
About Us

We are a reputable and successful Independent Mortgage brokerage, committed to delivering exceptional service to our clients.

Job Description

We are seeking a Trainee Mortgage Administrator to join our team, supporting the administration team in managing mortgage cases from submission to offer stage.

Responsibilities and Duties:
  1. Develop and maintain effective relationships with clients, ensuring timely communication and query resolution.
  2. Coordinate the completion of mortgage applications by chasing necessary paperwork from clients.
  3. Collaborate with the administration team to manage mortgage cases, ensuring compliance with regulatory requirements and company standards.
  4. Liaise with various stakeholders, including Insurance Providers, Clients, Lenders, Solicitors, Surveyors, and GP Surgeries, addressing queries concerning Mortgage, Life & General Insurance applications.
  5. Ensure all required case documentation is forwarded to relevant parties, adhering to deadlines.
  6. Contribute to updating templated suitability letters for all relevant cases.
  7. Manage daily tasks on the CRM System, maintaining accurate records and adhering to timeframes.
  8. Perform File Checks, upholding Compliance standards, and ensuring files are completed to a compliant standard in line with company standards and FCA regulations.
  9. Maintain a positive working relationship with brokers and the administration team, providing support as needed.
  10. Prioritize workload effectively, managing your own number of cases.
Requirements
  1. Strong organizational skills, a commitment to delivering exceptional client experiences, and a strong work ethic.
  2. Highly competent in using electronic systems and software, with experience in a similar role being essential.
  3. Familiarity with various Mortgage lenders and their requirements.
  4. Ambition to assist in a junior Paraplanning role alongside Administration duties.
Location: Central London (remote position with quarterly meetings) Estimated Salary: £26K - £28,500
  • Mortgage Case Manager

    1 month ago


    London, Greater London, United Kingdom Brooke Harrison Recruitment Full time

    Job Summary:We are seeking a highly organized and detail-oriented Mortgage Case Manager to join our team at Brooke Harrison Recruitment. As a Mortgage Case Manager, you will be responsible for conducting various security and KYC checks on borrowers, understanding lending policy, and preparing offer documentation.Key Responsibilities:Conduct security and KYC...


  • London, Greater London, United Kingdom Stellar Select Limited Full time

    Job Title: Completions Case ManagerJob Summary:We are seeking an experienced Completions Case Manager to join our team at Stellar Select Limited. The successful candidate will be responsible for processing mortgage applications from receipt of offer through to completion, ensuring that all necessary conditions are met and that the loan is suitable and fit...


  • London, Greater London, United Kingdom MyWork Full time

    Mortgage Case Packaging SpecialistWe're looking for a detail-oriented Mortgage Case Packaging Specialist to join our Bridging Team. In this role, you'll be responsible for fully verifying each case at the 'Pack In' stage to meet lender requirements for the recommended product.Key responsibilities include producing a comprehensive list of case requirements...


  • London, Greater London, United Kingdom Your Mortgage Recruiter Ltd Full time

    About the Role:We are seeking an experienced Mortgage and Protection Advisor to join our team based in South West London.The successful candidate will provide mortgage and protection advice from the whole of the market, focusing on Residential and Buy-to-Let cases.Key Responsibilities:Deliver exceptional customer service, providing expert advice and guidance...


  • London, Greater London, United Kingdom CV-Library Full time

    Company OverviewOur client, a reputable and successful Independent Mortgage brokerage, is seeking an organized and detail-oriented Trainee Mortgage Administrator to join their team. Job SummaryThis Trainee Mortgage Administrator role offers the opportunity to work in a dynamic and growing company, where you will be responsible for supporting the...


  • London, Greater London, United Kingdom CV-Library Full time

    Job DescriptionWe are looking for a Trainee Mortgage Administrator to join our team in Central London. Although this role will be primarily remote, you will be expected to attend quarterly meetings in London, which are 1-day events. Responsibilities and Duties:Communicate effectively with clients, establishing rapport and resolving queries...


  • London, Greater London, United Kingdom My Mortgage Planner Full time

    What We OfferWe provide a supportive working environment and opportunities for career growth within financial services. Our team is dedicated to delivering outstanding service and support to clients. The salary for this position is approximately £25,000-£30,000 per annum, depending on experience.Responsibilities include:Liaising with clients, lenders,...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Sales DirectorCountrywide Mortgage Services is seeking an exceptional Mortgage Sales Director to lead our South East London offices to excellence. As a high-performing Mortgage Manager or Senior Mortgage Consultant, you'll guide our team of Mortgage & Protection Consultants to surpass sales targets.As the new Mortgage Sales Director, you'll oversee...


  • London, Greater London, United Kingdom Countrywide Mortgage Services Full time

    Mortgage Services Sales Director OpportunityCountrywide Mortgage Services is seeking an exceptional Mortgage Services Sales Director to lead our team of Mortgage & Protection Consultants in South East London. As a high-performing Mortgage Manager or Senior Mortgage Consultant, you'll be responsible for guiding the existing team to excellence while expanding...

  • Bridge Case Manager

    6 days ago


    London, Greater London, United Kingdom MyWork Full time

    At MyWork, we're seeking a skilled Bridge Case Manager to join our team. As a key member of our operations team, you'll play a critical role in ensuring seamless mortgage case packaging processes.The ideal candidate will have 2+ years of experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or...


  • London, Greater London, United Kingdom Stellar Select Limited Full time

    About the Role:At Stellar Select Limited, we are seeking an experienced Completions Case Manager to join our team. As a Completions Case Manager, you will be responsible for ensuring mortgage offer conditions are satisfied and money laundering checks completed. Accurately assessing the risk attributed to the application ensures that the loan is both suitable...


  • London, Greater London, United Kingdom Stellar Select Limited Full time

    Completions Case Manager Job DescriptionThis role offers an exciting opportunity to join our team at Stellar Select Limited as a Completions Case Manager. We are looking for a skilled and experienced professional to work with us in a fast-paced, pressured environment.Key Responsibilities:Ensure mortgage offer conditions are satisfied and money laundering...


  • London, Greater London, United Kingdom Health Case Management Limited Full time

    Job SummaryWe are seeking a skilled Rehabilitation Case Manager to join our team at Health Case Management Limited. As a key member of our Personal Injury team, you will play a vital role in supporting injured individuals with spinal cord injuries, assessing their needs, and developing rehabilitation plans to ensure maximal recovery.About the RoleThis is a...


  • London, Greater London, United Kingdom Artemis Recruitment Consultants Ltd Full time

    Mortgage Administrator RoleWe are seeking a highly organized and detail-oriented individual to join our team as a Mortgage Administrator. The successful candidate will work closely with our mortgage advisers to support the company's existing client bank and assist in the process of taking on new clients.Key ResponsibilitiesProvide exceptional support to...


  • London, Greater London, United Kingdom Stellar Select Full time

    About Stellar Select:Stellar Select is a leading specialist broker operating in the bridging and development sphere. With high levels of growth and an abundance of BTL/1st charge residential leads, we are seeking an experienced mortgage advisor to join our team.About the Role:As a Mortgage Broker, you will benefit from leads generated for you, with the...


  • London, Greater London, United Kingdom Health Case Management Limited Full time

    About the RoleRehabilitation Case ManagerThis is a home-based role with travel to visit patients within your region. You will be working with a caseload of patients, assessing their clinical needs and coordinating their treatment. This role offers excellent work-life balance and flexibility.Key ResponsibilitiesConduct thorough assessments of patients to...


  • London, Greater London, United Kingdom Stellar Select Limited Full time

    Job Opportunity: Mortgage Broker in LondonAbout the Role:You will be working with a specialist broker that focuses on bridging and development finance. The company is experiencing high growth and requires an experienced mortgage advisor to expand their offerings and become a key team member.As a Mortgage Broker, your primary focus will be on business...


  • London, Greater London, United Kingdom MyWork Full time

    Bridging Case Manager Opportunity at MyWorkWe are seeking an experienced and highly skilled Bridging Case Manager Lead to join our team at MyWork. This is a remote position based in the UK, offering a unique chance to work with next-gen technology and make a significant impact on the processing of applications.The ideal candidate will have 2+ years of...


  • London, Greater London, United Kingdom NRG Resourcing Full time

    About the RoleThe Buy to Let Mortgage Underwriter will be responsible for assessing complex mortgage applications, ensuring compliance with lending criteria and regulatory requirements. This role requires in-depth knowledge of mortgage regulations, credit risk, and lending criteria.Key ResponsibilitiesEvaluate financial documents, credit reports, and...

  • Bridging Case Manager

    4 weeks ago


    London, Greater London, United Kingdom MyWork Full time

    Job Overview:As a Bridging Case Manager at MyWork, you will play a crucial role in packaging the right products for a continuous stream of customers. This is a fully remote position based in the UK. Key Responsibilities:• Fully verify each case at the 'Pack In' stage to meet lender requirements for the recommended product.• Produce a comprehensive list...