At a Glance
- Tasks: Manage mortgage applications and support customers through their mortgage journey.
- Company: Join BuildStore Mortgage Services, a leading expert in self-build finance.
- Benefits: Enjoy a competitive salary, performance bonuses, and hybrid working options.
- Other info: Opportunities for career progression and ongoing professional development.
- Why this job: Make a real impact by helping customers achieve their homebuilding dreams.
- Qualifications: Experience in mortgage case management and strong communication skills required.
The predicted salary is between 30000 - 30000 £ per year.
Location: Livingston (office-based during the three-month probationary period and until training has been successfully completed, with hybrid working of up to two days per week from home available thereafter)
Salary: £30,000 per annum
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 BuildStore Mortgage Services
BuildStore Mortgage Services is a specialist mortgage brokerage and one of the UK's leading experts in self build, custom build, renovation and conversion finance. With access to a wide range of lenders, including exclusive products designed specifically for homebuilding projects, we help customers secure the most appropriate funding solutions for their individual circumstances.
As part of the wider BuildStore group, we have been supporting customers with their homebuilding ambitions for over 25 years, combining specialist knowledge, expert advice and exceptional customer service. Our reputation has been built on delivering high-quality outcomes for customers, maintaining strong relationships with lenders and providing market-leading expertise in a highly specialist area of the mortgage market.
About the Role
Due to continued growth, BuildStore Mortgage Services is looking to recruit an experienced Mortgage Case Manager to join our specialist mortgage team. Working alongside BuildStore's Mortgage Advisers and the wider BuildStore team, you will play a key role in supporting customers throughout their mortgage journey.
As part of a collaborative and high-performing team, you will be responsible for packaging and progressing mortgage applications from Decision in Principle (DIP) through to mortgage offer, ensuring applications are submitted accurately, efficiently and in line with lender requirements. The role involves working closely with Mortgage Advisers, lenders and customers to ensure applications progress smoothly and efficiently through the mortgage process.
You will act as a key point of contact throughout the application journey, helping to resolve queries, obtain outstanding information and provide proactive updates to all parties involved. Success in this role relies on a strong team approach, with everyone working together to deliver excellent customer outcomes, maintain strong lender relationships and support the continued growth and reputation of BuildStore Mortgage Services.
What You'll Be Doing
- Reviewing and processing Decisions in Principle (DIP) applications
- Managing and progressing mortgage applications from DIP through to mortgage offer
- Assessing cases and issuing clear requirements to customers and Mortgage Advisers
- Reviewing financial documentation and supporting application documentation
- Reviewing project information, including costings and cashflows where applicable
- Packaging and submitting fully reviewed, quality-checked mortgage applications to lenders
- Instructing and managing valuations where required
- Managing case progression and maintaining accurate systems updates
- Liaising with customers, Mortgage Advisers and lenders by phone and email
- Actively chasing outstanding information to progress applications
- Working collaboratively with colleagues across the wider BuildStore team
- Supporting colleagues and providing cover where required
What We're Looking For
- Proven experience as a Mortgage Case Manager within a mortgage 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 and relationship-building skills
- Ability to work effectively as part of a team
- Confidence using Microsoft Office and internal systems
- Experience of processing self-build, renovation or conversion mortgage applications
- Knowledge of lender criteria and mortgage packaging
- Experience working with specialist or complex mortgage cases
- CeMAP qualified or working towards qualification
- 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 BuildStore Mortgage Services and the wider BuildStore group
- Support available towards completion of CeMAP qualifications
- Clear opportunities for career progression for high-performing individuals
What We Offer
- Company pension scheme
- Life insurance
- On-site parking
- Performance-related bonus scheme available following probation
BuildStore Mortgage Services Case Manager in Livingston employer: BuildStore Limited
BuildStore Mortgage Services is an exceptional employer, offering a supportive and collaborative work environment in Livingston. With a strong focus on employee growth, we provide structured onboarding, ongoing development opportunities, and clear pathways for career progression, all while maintaining a healthy work-life balance through hybrid working options post-probation. Our commitment to high-quality outcomes and exceptional customer service ensures that you will be part of a team that values your contributions and fosters professional development.
StudySmarter Expert Advice🤫
We think this is how you could land BuildStore Mortgage Services Case Manager in Livingston
✨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 BuildStore Limited. 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 BuildStore Mortgage Services Case Manager in Livingston
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 BuildStore Limited.
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 BuildStore Limited'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 BuildStore Limited
✨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 BuildStore Limited.
✨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 BuildStore Limited 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 BuildStore Limited 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.
