Case Manager (Mortgages)

Are you highly organised, detail-oriented, and ready to support the property finance process from application to completion? We’re looking for a proactive Case Manager to join a fast-paced underwriting team and ensure a smooth client journey from start to finish.

What You’ll Be Doing

• Act as a key contact between underwriters, customers, brokers, solicitors, and third-party specialists.
• Manage new applications: log and process information accurately, perform fraud checks, and assess initial case details.
• Proactively manage a pipeline of ~50 cases to meet completion targets.
• Liaise with borrowers and introducers to request documents and provide updates.
• Draft conditional offers and facility letters.
• Prepare valuation and legal instruction documents for underwriting.
• Keep CRM and internal systems up to date and compliant.
• Occasionally represent the business at industry events and networking opportunities.

What We’re Looking For

• Excellent communication and interpersonal skills.
• Previous experience in mortgage admin or case management.
• A basic understanding of property/finance, or a keen interest in learning.
• High attention to detail and strong organisational skills.
• A team player who thrives under pressure and deadlines.
• Commitment to delivering great customer outcomes.

This is a fantastic opportunity to build a career in specialist property finance and join a collaborative team that values precision, pace, and professionalism.

Salary on offer is £25,000.00-£27,500.00 per year (Please note you must drive due to the office location, and be no further than 30 minutes away from the office)

Additional Benefits:

• Free parking on-site
• Birthday off (in addition to holiday allowance)
• Holiday entitlement increases after 3 years of continuous service

Location: Altrincham | Salary: 25000 - 27500 per year | Job type: Permanent | Posted: 16/07/2025