At a Glance
- Tasks: Manage mortgage applications from Decision in Principle to Offer, focusing on self-build and renovation projects.
- Company: Join Buildloan, the UK's leading specialist mortgage packaging business with over 25 years of experience.
- Benefits: Enjoy a competitive salary, performance bonuses, 25 days leave, and a supportive work environment.
- Other info: Hybrid working available after probation, with ongoing training and clear career progression opportunities.
- Why this job: Make a real impact in the growing mortgage market while developing your career in a dynamic team.
- Qualifications: Experience in mortgage case management and strong communication skills are essential.
The predicted salary is between 27000 - 30000 £ per year.
Location: Livingston (Office-based during probation | Hybrid – up to 2 days home working per week thereafter)
Salary: £27,000 per annum, increasing to £30,000 following successful completion of probation
Bonus: Performance-related bonus available following successful completion of probation, with the potential to earn an additional £3,000 per annum
Contract: Full-time, Permanent
Working Hours: Monday to Friday
About Buildloan
Buildloan is the UK's leading specialist mortgage packaging business supporting mortgage intermediaries and their clients with self-build, renovation, conversion, and custom-build projects. We work with a wide panel of lenders to help brokers place complex and non-standard mortgage applications that are not always supported by traditional high-street lending. Our expertise lies in packaging applications accurately, managing detailed project documentation, and supporting specialist lending journeys from initial enquiry through to mortgage offer.
About the Role
Due to continued growth, Buildloan is looking to recruit an experienced Mortgage Case Manager to join our specialist team. We are seeking someone with proven mortgage case management experience who can confidently manage applications from Decision in Principle (DIP) through to Offer. You will be responsible for progressing specialist mortgage applications from DIP through to mortgage offer, with a particular focus on self-build, renovation, and conversion projects. You will work closely with brokers, clients, and lenders to ensure cases are packaged accurately, quality-checked thoroughly, and progressed efficiently. This role is suited to someone who enjoys managing complex cases, working to clear processes, and ensuring applications are submitted to a consistently high standard.
What You'll Be Doing
- Reviewing and processing Decisions in Principle (DIP) (paper and online)
- Managing and progressing self-build, renovation, and conversion mortgage applications
- Assessing cases and issuing clear requirements to clients and brokers
- Reviewing financial documentation and project documents, including costings and cashflows
- Packaging and submitting fully reviewed, quality-checked mortgage applications to lenders
- Instructing and managing valuations where required
- Managing case progression and maintaining accurate system updates
- Liaising with clients, brokers, and lenders by phone and email
- Actively chasing outstanding information to progress cases
- Supporting colleagues and providing cover where required
What We're Looking For
Essential:
- Proven experience as a Mortgage Case Manager within a brokerage, lender or packaging environment
- Experience progressing mortgage applications from DIP through to Offer
- Strong understanding of lender requirements and mortgage documentation
- Excellent attention to detail and accuracy
- Ability to manage workload and meet deadlines
- Strong communication skills
- Confidence using Microsoft Office and internal systems
Desirable:
- Experience of processing self-build, renovation, or conversion mortgage applications
- Knowledge of lender criteria and application packaging
- Experience working with specialist or complex mortgage cases
- CeMAP qualified or working towards qualification
Training, Development & Career Progression
- Structured onboarding and specialist lending training provided
- Office-based during probation
- Hybrid working available following successful completion of probation (maximum 2 days per week from home)
- Ongoing development opportunities within Buildloan and the wider BuildStore group
- Support available towards completion of CeMAP qualifications
- Clear opportunities for career progression for high-performing individuals
What We Offer
- 25 days annual leave plus bank holidays
- Company pension scheme
- Life insurance
- On-site parking
- Competitive salary
- Performance-related bonus scheme available following probation
Case Manager in Motherwell employer: BuildLoan
Buildloan is an exceptional employer, offering a supportive work culture that prioritises employee growth and development. With structured onboarding, ongoing training opportunities, and a hybrid working model post-probation, employees can enjoy a balanced work-life while advancing their careers in the dynamic mortgage sector. The competitive salary, performance-related bonuses, and generous annual leave further enhance the appeal of joining our dedicated team in Livingston.
StudySmarter Expert Advice🤫
We think this is how you could land Case Manager in Motherwell
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like BuildLoan. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Case Manager in Motherwell
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to BuildLoan.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on BuildLoan's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at BuildLoan
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with BuildLoan.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at BuildLoan will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former BuildLoan employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
