At a Glance
- Tasks: Manage mortgage applications and support property developers in securing funds for projects.
- Company: Charles Street Finance, a dynamic secured lender based in South Manchester.
- Benefits: 26 days holiday plus your birthday off, health plans, and gym access.
- Other info: Opportunities for career growth and a supportive work environment.
- Why this job: Join a diverse team and make a real impact in the finance sector.
- Qualifications: Experience in mortgage processing and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
Charles Street Finance (CSF) is a specialist secured lender based in Cheadle, South Manchester. As a Case Manager, you will work within the Charles Street division, supporting professional property developers and investors to access bespoke funds for key projects such as Bridging finance, Buy-to-let and Development exits.
Responsibilities
- Oversee new mortgage applications, provide initial case assessment and request additional information before progressing to underwriting.
- Proactively manage own pipeline of cases pre‐and post‐offer, working with brokers, customers, solicitors and other third parties to minimise turnaround times.
- Drive and manage performance of the process through coaching, support and quality control across the team to ensure SLA's are met and exceptional customer service is maintained.
- Conduct thorough quality control reviews of each loan file to ensure completeness and accuracy prior to funding.
- Produce weekly reports on application status, time to offer and time to fund, highlighting matters of concern and opportunities for efficiency improvements in the underwriting workflow.
Qualifications
- Experience of mortgage or loan processing.
- Ability to assess and interpret information supplied, e.g. bank statements, legal documents.
- Experience of quality oversight and assurance.
- Ability to produce weekly reports on departmental performance.
- Experience working in a regulated environment.
- Strong written and verbal communication skills with the ability to lead and mentor others.
Benefits of working at Charles Street
- 26 days holiday, with an extra day off for your birthday (increasing to 30 days with service), plus bank holidays.
- Free access to company holiday homes.
- Buy and sell holidays.
- Discretionary annual bonus and an additional Shared Reward Bonus.
- Matched pension contribution.
- Health cash plan and private medical insurance.
- Life assurance and critical illness cover.
- Travel season ticket loans and Ride to work scheme.
- Free local gym access.
- Local bar and restaurant discounts.
Equal Opportunity Statement
Charles Street embraces diversity and inclusion and is an equal opportunity workplace. We welcome and celebrate differences, support them, and value colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.
Legal and Recruitment Process
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Mortgage Case Manager in Cheadle Hulme employer: Charles Street Finance
Charles Street Finance is an exceptional employer located in Cheadle, South Manchester, offering a supportive and dynamic work environment for Mortgage Case Managers. With a strong focus on employee growth, the company provides extensive benefits including generous holiday allowances, access to company holiday homes, and a commitment to diversity and inclusion. Employees are encouraged to develop their skills through coaching and quality control initiatives, making it a rewarding place to build a career in the financial sector.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Cheadle Hulme
✨Tip Number 1
Network like a pro! Reach out to people in the mortgage and finance industry, especially those who work at Charles Street. A friendly chat can sometimes lead to job opportunities that aren't even advertised.
✨Tip Number 2
Prepare for interviews by brushing up on your knowledge of mortgage processes and case management. We recommend practising common interview questions and scenarios related to the role to show you're ready to hit the ground running.
✨Tip Number 3
Showcase your skills! When you get the chance, highlight your experience with quality control and reporting. Use specific examples from your past roles to demonstrate how you've improved processes or customer service.
✨Tip Number 4
Don't forget to apply through our website! It’s the best way to ensure your application gets seen by the right people. Plus, it shows you're genuinely interested in joining the team at Charles Street.
We think you need these skills to ace Mortgage Case Manager in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Case Manager role. Highlight your experience in mortgage or loan processing and any relevant skills that match the job description. We want to see how you can bring value to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to explain why you're passionate about the role and how your background aligns with our needs. Be sure to mention your ability to assess and interpret information, as this is key for us.
Showcase Your Communication Skills:Strong written communication is crucial for this role. Make sure your application is clear, concise, and free of errors. We appreciate attention to detail, so take the time to proofread before hitting send!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it shows you’re keen on joining our team at Charles Street Finance!
How to prepare for a job interview at Charles Street Finance
✨Know Your Mortgage Basics
Before heading into the interview, brush up on your mortgage knowledge. Understand different types of mortgages, especially Bridging finance and Buy-to-let options. This will show that you’re not just familiar with the role but also passionate about the industry.
✨Showcase Your Case Management Skills
Be ready to discuss your experience in managing mortgage applications. Prepare examples of how you've handled cases from start to finish, including any challenges you faced and how you overcame them. This will demonstrate your ability to manage a pipeline effectively.
✨Highlight Your Communication Prowess
Since the role involves liaising with brokers, customers, and solicitors, emphasise your strong written and verbal communication skills. Share specific instances where your communication made a difference in a case or improved customer satisfaction.
✨Prepare for Quality Control Questions
Expect questions about quality oversight and assurance. Think of examples where you conducted thorough reviews of loan files or implemented processes to enhance accuracy. This will show your attention to detail and commitment to maintaining high standards.
