At a Glance
- Tasks: Manage mortgage cases from start to finish, ensuring smooth completions.
- Company: Join a dynamic finance brokerage focused on customer success.
- Benefits: Career development, training on top systems, and clear progression pathways.
- Other info: Exciting growth potential in a fast-paced environment.
- Why this job: Be at the heart of the mortgage process and make a real impact.
- Qualifications: 3-5 years in mortgage administration or case management required.
The predicted salary is between 30000 - 40000 £ per year.
Be the Engine Behind Smooth, Successful Mortgage Completions. Join a specialist finance brokerage where your organisation, communication skills and ownership will directly impact customer success and business growth.
If you embrace the challenge of managing multiple live cases, working closely with brokers and lenders, and seeing applications through from submission to completion, this role offers genuine progression and long-term career potential.
Our client is a mortgage and specialist finance brokerage supporting customers across residential, buy-to-let and complex lending markets. Combining strong industry expertise with modern systems and a customer-first approach, they are known for delivering high-quality outcomes in a fast-moving, high-volume environment.
As a Case Manager, you will play a vital role in supporting Mortgage and Finance Advisers by managing cases from submission through to completion:
- Manage end-to-end mortgage and specialist finance cases from submission to completion.
- Package mortgage applications accurately and efficiently for submission.
- Maintain detailed and accurate case notes across CRM and case management systems.
- Handle AML and KYC checks as required.
Career development within a growing brokerage:
- Training on industry-leading systems and platforms.
- Clear progression pathways into Broker or Mortgage Adviser roles.
3–5 years’ experience in mortgage administration or case management.
- Strong understanding of mortgage and specialist finance processes.
- Familiarity with systems such as Mortgage Brain, Smartr365, 27Tec, iPipeline or HubSpot.
- Knowledge of AML, KYC and FCA Consumer Duty requirements.
You’ll be at the centre of the mortgage process, ensuring cases move efficiently while gaining exposure to complex lending and specialist finance.
If you are a Mortgage Case Manager, Mortgage Administrator or Loan Processor looking for a role where you can develop your skills and progress into advising or broking, this is a strong long-term career move with real growth potential.
Cases Manager in London employer: NRG Resourcing
Join a dynamic and supportive team at our specialist finance brokerage, where your role as a Case Manager will not only enhance your career but also contribute to the success of our clients. With a strong focus on employee development, we offer comprehensive training on industry-leading systems and clear pathways for progression into advisory roles. Our collaborative work culture prioritises customer satisfaction and fosters an environment where your organisational and communication skills can truly shine.
