At a Glance
- Tasks: Manage mortgage applications and support property developers in securing funds for projects.
- Company: Charles Street Finance, a specialist lender with a focus on customer service.
- Benefits: Competitive salary, supportive team environment, and opportunities for professional growth.
- Other info: Fast-paced role with potential for career advancement in a growing company.
- Why this job: Join a dynamic team and make a real difference in the property finance sector.
- Qualifications: Experience in mortgage processing and strong analytical 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.
Mortgage Case Manager employer: Charles Street Finance
Charles Street Finance (CSF) is an exceptional employer located in Cheadle, South Manchester, offering a dynamic work environment where innovation and collaboration thrive. As a Mortgage Case Manager, you will benefit from a supportive culture that prioritises employee growth through continuous training and development opportunities, alongside competitive remuneration and benefits. Join us to be part of a dedicated team that values your contributions and fosters a sense of community while working on impactful projects in the property finance sector.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Network like a pro! Reach out to industry contacts on LinkedIn or attend local finance events. You never know who might have the inside scoop on a Mortgage Case Manager role.
✨Tip Number 2
Prepare for interviews by brushing up on your mortgage knowledge. Be ready to discuss case management scenarios and how you’d handle them. We want to see your expertise shine!
✨Tip Number 3
Follow up after interviews! A quick thank-you email can set you apart from other candidates. It shows your enthusiasm and keeps you fresh in their minds.
✨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, we love seeing candidates who are proactive!
We think you need these skills to ace Mortgage Case Manager
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Case Manager role. Highlight relevant experience in mortgage or loan processing and any 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 makes you a perfect fit. Don’t forget to mention your ability to manage pipelines and provide exceptional customer service.
Showcase Your Attention to Detail:As a Case Manager, attention to detail is key. In your application, give examples of how you've conducted thorough quality control in previous roles. This will show us that you understand the importance of accuracy in the mortgage process.
Apply Through Our Website:We encourage you to apply through our website for a smoother application process. It’s the best way for us to receive your application and ensures you don’t miss out on any important updates from our team!
How to prepare for a job interview at Charles Street Finance
✨Know Your Mortgage Basics
Brush up on your mortgage knowledge before the interview. Understand different types of mortgages, especially Bridging finance and Buy-to-let options, as well as the underwriting process. This will show that you're not just familiar with the role but genuinely interested in the industry.
✨Showcase Your Case Management Skills
Prepare examples from your past experience where you successfully managed a pipeline of cases. Highlight how you communicated with brokers, customers, and solicitors to ensure smooth processing. Use the STAR method (Situation, Task, Action, Result) to structure your responses.
✨Demonstrate Attention to Detail
As a Case Manager, accuracy is key. Be ready to discuss how you conduct quality control reviews and ensure completeness in loan files. You might even want to bring a sample report or two to demonstrate your analytical skills and attention to detail.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s processes and performance metrics. Inquire about their approach to coaching and support within the team. This shows that you’re not only interested in the role but also in contributing to the team's success.
