At a Glance
- Tasks: Manage mortgage cases from application to completion while supporting senior brokers.
- Company: Specialist property finance and mortgage brokerage with a focus on teamwork.
- Benefits: Part-time hours, hybrid working, and a supportive work environment.
- Other info: Perfect for detail-oriented individuals looking for flexible work-life balance.
- Why this job: Join a dynamic team and gain valuable experience in the mortgage industry.
- Qualifications: 3+ years in UK mortgage case management and strong organisational skills.
The predicted salary is between 30600 - 37400 £ per year.
We are working with a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner to support senior brokers with the day-to-day administration.
Key Responsibilities
- Manage cases from application through to completion
- Transfer and maintain data
- Prepare, update, and maintain accurate case notes, timelines, and deal trackers
- Ensure all documents are correctly named, saved, filed, and version-controlled
- Request and chase outstanding client documents
- Follow up with lenders, underwriters, valuers, solicitors, estate agents, and brokers
- Assist with preparing lender application packs
- Upload and manage documents on lender portals and internal systems
- Check submissions for accuracy, completeness, and readiness before submission
- Maintain a live pipeline of all cases
- Maintain accurate, well-organised client files
- Follow firm policies, procedures, and data protection (GDPR) requirements
- Support brokers with compliance checks and audit-ready files
- Ensure records are complete, clear, and up to date
Key Skills
- Extremely organised with excellent attention to detail
- Comfortable chasing people politely but persistently
- Able to follow instructions accurately and consistently
- Confident using Microsoft Office
- Able to manage multiple cases at the same time
- 3+ years experience sourcing and managing cases in the UK mortgage market
Nice to Have
Working Style
Office hours are 9am to 3pm, Monday to Thursday, hybrid.
Mortgage Case Manager in Hampshire employer: KFS Recruitment Careers
Join a dynamic and supportive team as a Mortgage Broker, where your expertise will be valued and rewarded. With a strong emphasis on employee growth and development, our home-based role allows for flexibility while providing regular access to our Swansea office for collaboration and support. Enjoy competitive earning potential, high-quality leads, and a culture that prioritises relationship-building and teamwork, making this an excellent place for motivated professionals to thrive.
