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- Tasks: Manage mortgage applications and deliver outstanding service to customers.
- Company: Join a growing specialist lender with a focus on customer care.
- Benefits: Enjoy 26 days holiday, health plans, and local discounts.
- Why this job: Be part of a dynamic team making a real impact in finance.
- Qualifications: Experience in mortgage processing and strong communication skills.
- Other info: Diverse and inclusive workplace with excellent career growth opportunities.
The predicted salary is between 36000 - 60000 £ per year.
Company Description
Charles Street Finance ("CSF") is a specialist secured lender based in Cheadle, South Manchester. Established in 1983, we’re a small team but have doubled the size of the loan book over 2 years such that we are seeking to grow and enhance the existing personnel in key areas to further facilitate our ambitions. We are all about a common‑sense proposition built around attention to detail and speed of response whilst always putting the customer at the heart of everything we do. A can‑do approach fuels our speed of response from enquiry through to payment. Honesty and integrity are fundamental principles across the customer journey and the many long‑standing relationships we have cultivated are testament to our service levels and reliability.
Benefits of working at Charles Street:
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Free access to company holiday homes
- Buy & sell holidays
- Discretionary annual bonus plus an additional Shared Reward Bonus
- Matched pension contribution
- Health cash plan plus Private medical insurance
- Life assurance and Critical illness cover
- Travel season ticket loans and Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
Job Description
As a Case Manager, you will work as part of our Charles Street division, which operates with great success supporting professional property developers and investors to access bespoke funds for key projects including Bridging finance, Buy‑to‑let and Development exits. You will manage the processing of mortgage applications to deliver an outstanding service to new and existing customers, enhancing process improvement and quality control across the team.
Responsibilities:
- Have oversight of new applications received, providing an initial case assessment and requesting any additional information required before progressing to underwriting
- Proactively manage your own pipeline of cases both pre and post offer, using a pro‑active approach to manage 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 in order to ensure SLA’s are met and an exceptional customer service is maintained
- Conduct a thorough quality control review of each loan file to ensure completeness and accuracy prior to funding
- Produce weekly reports on the status of applications, time to offer and time to fund; highlighting any matters of concern and areas for efficiency improvements in the underwriting workflow
Qualifications
Essential:
- Experience of mortgage / 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 department performance
- Experience of working in a regulated environment
- Strong communication skills both written and verbal with the ability to lead and mentor others
If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.
Additional Information
Charles Street embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you feel you’d benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.
Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.
Mortgage Case Manager in Cheadle employer: Charles Street Finance
Contact Detail:
Charles Street Finance Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager in Cheadle
✨Tip Number 1
Get to know the company inside out! Research Charles Street Finance, their values, and what makes them tick. This way, when you get that interview, you can show off your knowledge and passion for the role.
✨Tip Number 2
Network like a pro! Connect with current employees on LinkedIn or attend industry events. A friendly chat can sometimes lead to insider tips or even a referral, which can give you a leg up in the application process.
✨Tip Number 3
Prepare for the interview by practising common questions related to mortgage processing and customer service. Think about how your experience aligns with the role of a Mortgage Case Manager and be ready to share specific examples.
✨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 Finance.
We think you need these skills to ace Mortgage Case Manager in Cheadle
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 processing and any relevant skills that match the job description. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background aligns with our values at Charles Street Finance. Keep it concise but engaging – we love a good story!
Showcase Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Use clear language and structure your thoughts well. We appreciate clarity and professionalism in every interaction!
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 gives you a chance to explore more about who we are and what we do!
How to prepare for a job interview at Charles Street Finance
✨Know Your Stuff
Before the interview, make sure you brush up on your mortgage and loan processing knowledge. Familiarise yourself with common terms and processes, especially those mentioned in the job description. This will help you speak confidently about your experience and how it relates to the role.
✨Showcase Your Communication Skills
As a Case Manager, strong communication is key. Prepare examples of how you've effectively communicated with clients, brokers, and other stakeholders in the past. Think about times when you had to explain complex information clearly or resolve issues quickly.
✨Demonstrate Your Proactive Approach
The job requires a proactive approach to managing cases. Be ready to discuss specific instances where you took the initiative to improve processes or enhance customer service. Highlight any experiences where you managed your own pipeline effectively.
✨Prepare for Quality Control Questions
Since quality oversight is crucial for this role, expect questions about how you ensure accuracy and completeness in your work. Prepare to discuss your methods for conducting thorough reviews and how you handle discrepancies in documentation.
