Mortgage Case Manager

Specialist Mortgage Case Manager – Take Your Career to the Next Level

Are you an experienced Specialist Mortgage Case Manager looking for a role where your expertise truly makes an impact?

Join The Mortgage Exchange, a trusted and high-performing brokerage in the specialist property finance sector. With a consistent pipeline of complex cases, strong lender relationships, and high-value client work, this is the perfect opportunity for someone who thrives on detail, ownership, and seeing cases through from start to finish.

Job Type

: Full-time, Permanent

Basic:

£30000-£ bonus of £10000-£15000

Benefits

:

• Company pension
• Free parking

Work Location

: In person, Hamilton Glasgow

Job Summary

We are seeking a dedicated and compassionate
Mortgage Case Manager
to join our team,
located in Glasgow, Hamilton.

The ideal candidate will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.

Key responsibilities & duties for this role typically include

• Telephone Manner

– the successful candidate will have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.
- Chasing

–Contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.
- Case updates

–Updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.
- Filling-

correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience

• Previous experience in case management or a related field is preferred.
• Knowledge of financial services is essential for assisting clients with budgeting and resource management.
• Basic maths skills are required to help clients understand financial concepts effectively.
• Strong interpersonal skills with the ability to build rapport with diverse populations.
• Excellent organisational skills and attention to detail are necessary for maintaining accurate records.
• A compassionate approach with a commitment to supporting individuals in need is vital for this role.
• A thorough understanding of mortgage process.
• Meticulous approach to paperwork, accuracy of data entry/electronic filing is 
  essential

.
- Whilst training will be given in a "live" environment, your ability to multi-task in a vibrant office is essential.
- A strong understanding of Adobe, MS Word and MS Excel is 
essential

.
- Use of the company's CRM system will be trained.
- A clear, concise, polite and assertive telephone manner is 
essential

.
- If you are passionate about making a difference in people's lives and possess the required skills, we encourage you to apply for this rewarding opportunity as a Case Manager.

Why The Mortgage Exchange?

We are renowned for delivering structured finance solutions for high-net-worth clients, first time buyers, debt consolidation remortgage and seasoned property investors. Our portfolio spans residential mortgages, buy-to-let, handling complex and high-value transactions every day.

As part of our team, you will:

• Manage a diverse pipeline of specialist mortgage cases from start to completion
• Work closely with clients and lenders to deliver tailored finance solutions
• Take ownership of complex cases and play a key role in our ongoing growth

This is more than a job—it's a chance to be part of a trusted, dynamic brokerage where your expertise is valued, your impact is visible, and your career can thrive.