Find a job 
Featured Companies 
Featured Universities 
For Companies At a Glance
- Tasks: Manage mortgage applications and ensure smooth processing with exceptional customer care.
- Company: Dynamic specialist lending firm known for its customer-first approach and employee growth.
- Benefits: Competitive salary, commission, health benefits, and flexible holiday options.
- Why this job: Join a supportive team where your ambition and contributions are truly valued.
- Qualifications: Minimum 2 years in financial services with strong communication and organisational skills.
- Other info: Clear career progression opportunities in a fast-paced environment.
The predicted salary is between 25000 - 30000 £ per year.
Ready to Take Your Mortgage Career to the Next Level?
Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression.
About the Company
We\’re representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact.
About the Role
As a Mortgage Case Manager, you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you\\\’ll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards.
You\\\’ll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication.
Mortgage Case Manager Key Responsibilities
- Manage residential and buy-to-let mortgage cases from enquiry to completion
- Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing
- Collect fees and accurately capture client data in the CRM system in line with GDPR requirements
- Proactively follow up with brokers to ensure smooth case progression and resolve any queries
- Set review dates for completed loans to generate future sales opportunities
- Participate in internal and lender sales meetings (in-person or via Teams)
- Interpret client documentation for lender suitability and submit applications via lender portals
- Assist with AML checks and promptly escalate any suspicious activity
- Maintain CPD requirements through internal training, online courses, and market research
Mortgage Case Manager Package
- Salary: GBP25,000 – GBP30,000 (dependent on experience)
- Commission: Per case completion & Quarterly team performance bonus
- Holidays: 20 days bank holidays (rising to 25 with service)
- Additional Benefits:
- Healthshield & Perkbox Membership
- Option to buy/sell holiday allowance (up to 30 days per annum)
Mortgage Case Manager Skills & Experience
- Minimum 2 years\\\’ experience in financial services (mortgages, lending, or related fields preferred)
- Strong organisational skills with the ability to thrive under pressure
- Excellent verbal and written communication skills
- Competent in using CRM systems and general IT software
- Forward-thinking mindset with a proactive and solutions-driven approach
Why Apply?
Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you\\\’re motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark.
Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.
#J-18808-Ljbffr
Mortgage Case Manager employer: NRG Resourcing Ltd
Contact Detail:
NRG Resourcing Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Mortgage Case Manager
✨Tip Number 1
Network like a pro! Get out there and connect with people in the mortgage industry. Attend events, join online forums, and don’t be shy about reaching out on LinkedIn. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by practising common questions specific to mortgage case management. Think about your past experiences and how they relate to the role. We recommend doing mock interviews with friends or using online resources to boost your confidence.
✨Tip Number 3
Showcase your skills! Create a portfolio that highlights your achievements in financial services. Include examples of successful cases you’ve managed and any innovative solutions you’ve implemented. This will set you apart from other candidates.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, we love seeing candidates who are proactive about their job search. So, get your application in and let’s get you started on this exciting journey!
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 your experience in financial services, especially in mortgages or lending, and showcase your organisational skills and customer care approach.
Craft a Compelling Cover Letter: Your cover letter is your chance to shine! Use it to explain why you're passionate about the mortgage industry and how your proactive mindset aligns with our customer-first approach. Keep it concise but impactful!
Showcase Your Communication Skills: Since this role involves liaising with various stakeholders, emphasise your excellent verbal and written communication skills. Give examples of how you've effectively communicated in past roles to ensure smooth processes.
Apply Through Our Website: We encourage you to apply through our website for a seamless application process. It’s the best way for us to receive your application and for you to stay updated on your progress. Don’t miss out!
How to prepare for a job interview at NRG Resourcing Ltd
✨Know Your Stuff
Make sure you brush up on mortgage processes and terminology. Familiarise yourself with the company's approach to customer care and compliance, as this will show your genuine interest in the role and help you answer questions confidently.
✨Showcase Your Communication Skills
As a Mortgage Case Manager, communication is key. Prepare examples of how you've effectively liaised with different stakeholders in previous roles. This could be brokers, lenders, or clients. Highlight your ability to resolve queries and maintain smooth case progression.
✨Demonstrate Your Organisational Skills
Be ready to discuss how you manage multiple cases simultaneously. Share specific strategies or tools you use to stay organised and ensure nothing slips through the cracks. This will reassure them that you can thrive under pressure.
✨Ask Insightful Questions
Prepare thoughtful questions about the company’s culture, growth opportunities, and their approach to compliance and customer care. This not only shows your enthusiasm but also helps you gauge if the company is the right fit for you.
