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For Companies At a Glance
- Tasks: Manage mortgage applications and provide essential support to the sales team.
- Company: Dynamic brokerage known for tailored finance solutions and a supportive culture.
- Benefits: Competitive salary, bonuses, free parking, and career progression opportunities.
- Why this job: Join a trusted team where your expertise is valued and your impact is visible.
- Qualifications: 2+ years in mortgage administration, strong communication, and IT skills.
- Other info: Friendly office environment with potential for growth as the company expands.
The predicted salary is between 28000 - 42000 £ per year.
Do you have Mortgage Case Manager or Mortgage Administrator Experience and looking for a fresh opportunity? £35k per year PLUS Bonuses
Key Role Details
- Location: Office based
- Salary: £35,000 per year + generous bonus scheme
- Hours: Approx. 40 hours/week (Mon-Thu: 9 am-5 pm, Fri: 8 am-3 pm)
- Start Date: ASAP
Main Duties & Responsibilities
- Case Management: Progressing mortgage applications from submission to legal completion.
- Support: Providing administrative support to the sales team and liaising with Mortgage Advisers.
- Communication: Acting as the primary contact for client, lender, and conveyancer queries.
- Compliance: Ensuring all files and activities meet regulatory requirements.
- System Maintenance: Updating and maintaining CRM systems and client file.
Requirements
- Experience: Proven administration experience within a mortgage or financial services environment (2+ years preferred).
- Skills: Strong communication, customer service, and IT skills (Excel and Word).
- Knowledge: Experience in packaging 2nd charge mortgages is beneficial.
- Attributes: High attention to detail, self-motivated, and a team player.
Benefits
- Excellent Package PLUS Bonuses on top of Salary.
- Free Parking.
- Company Events.
- Career progression opportunities.
- Highly friendly and supportive office.
This role offers potential for progression as the brokerage grows.
Why This company?
Our client are renowned for delivering structured finance solutions for high-net-worth clients, first time buyers, debt consolidation remortgage and seasoned property investors. The businesses portfolio spans residential mortgages, buy-to-let, handling complex and high-value transactions every day.
As part of the team, you will:
- Manage a diverse pipeline of specialist mortgage cases from start to completion.
- Work closely with clients and lenders to deliver tailored finance solutions.
- Take ownership of complex cases and play a key role in our ongoing growth.
This is more than a job—it’s a chance to be part of a trusted, dynamic brokerage where your expertise is valued, your impact is visible, and your career can thrive.
Mortgage Case Manager in Glasgow employer: Citrus Elite Recruitment Ltd
Contact Detail:
Citrus Elite Recruitment Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager in Glasgow
✨Tip Number 1
Network like a pro! Reach out to your connections in the mortgage industry and let them know you're on the lookout for a Mortgage Case Manager role. You never know who might have the inside scoop on an opportunity!
✨Tip Number 2
Prepare for interviews by brushing up on your case management skills. Be ready to discuss how you've successfully managed mortgage applications in the past, and don’t forget to highlight your attention to detail and customer service skills!
✨Tip Number 3
Show off your tech-savviness! Familiarise yourself with CRM systems and be prepared to talk about how you’ve used them to maintain client files and streamline processes. This will definitely impress potential employers!
✨Tip Number 4
Don’t just apply anywhere—apply through our website! We’re all about connecting talented individuals with great opportunities, so make sure you check out our listings and submit your application directly for the best chance at landing that dream job.
We think you need these skills to ace Mortgage Case Manager in Glasgow
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights your relevant experience in mortgage case management or administration. We want to see how your skills match the role, so don’t be shy about showcasing your achievements!
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you’re excited about this opportunity and how your background makes you a perfect fit for our team. Keep it friendly and professional!
Show Off Your Communication Skills: Since communication is key in this role, make sure your application reflects your strong communication skills. Whether it’s through clear writing or a well-structured format, let us see your ability to convey information effectively.
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 this exciting opportunity. Plus, it’s super easy!
How to prepare for a job interview at Citrus Elite Recruitment Ltd
✨Know Your Stuff
Make sure you brush up on your mortgage knowledge, especially around case management and compliance. Familiarise yourself with the latest regulations and be ready to discuss how you've handled complex cases in the past.
✨Show Off Your Communication Skills
As a Mortgage Case Manager, communication is key. Prepare examples of how you've effectively liaised with clients, lenders, and conveyancers. Think about times when your strong customer service skills made a difference.
✨Demonstrate Attention to Detail
This role requires a high level of accuracy. Be prepared to discuss how you ensure compliance and maintain organised files. You might even want to bring examples of your work that showcase your attention to detail.
✨Ask Insightful Questions
At the end of the interview, don’t forget to ask questions! Inquire about the company culture, career progression opportunities, or how they support their team. This shows you're genuinely interested and helps you assess if it's the right fit for you.