Mortgage Case Manager
All potential candidates should read through the following details of this job with care before making an application.
HampshirePart time (6 hours per day, 4 days per week )
We are working with a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented 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 xgikmsk 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
...
Mortgage Case Manager 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.
