At a Glance
- Tasks: Manage complex mortgage deals and ensure smooth transactions for clients.
- Company: Join a fast-growing finance firm known for bespoke lending solutions.
- Benefits: Enjoy flexible working options and a competitive salary of £35,000.
- Other info: Opportunity for career growth in a supportive environment with innovative tools.
- Why this job: Be part of a dynamic team where your contributions are valued and recognised.
- Qualifications: Experience in mortgage case management is preferred; strong communication skills are essential.
The predicted salary is between 28000 - 42000 £ per year.
Are you a highly organised, proactive professional who thrives on keeping complex deals on track? Do you enjoy being the driving force behind successful completions and want your work to be recognised and valued? This could be the perfect next step in your specialist finance career.
Work Structure
- Experienced Commercial Mortgage Administrator: If you have experience in commercial, bridging and development finance Administration or Case Management you will have the option to work up to 4 days from home, if desired.
- Complex Residential Mortgage Administrator: If you have complex Residential Mortgage Administration or Case Management experience, you will have training and support in office until you’re confident, then moving to a hybrid work structure, if desired.
Package & Benefits
- Salary: £35,000 (depending on experience)
- Location: Essex – office-based, Monday to Friday
- Hours: 40 hours/week, flexible start between 8am–10am
- Career Growth: Be part of a business that’s scaling rapidly and invests in its people
About the Company
This specialist finance firm is scaling fast—and bringing in talented people to help shape the future. Known for delivering bespoke lending solutions across commercial mortgages, bridging finance, and development finance, they work closely with brokers, solicitors, valuers and borrowers to get even the most complex deals over the line.
The Role – Mortgage Case Manager
You’ll coordinate with all parties, solve problems before they escalate, and help ensure every deal delivers a first-class experience for the client. Expect variety, autonomy, and the satisfaction of knowing you’re playing a vital role in the success of every transaction.
What You’ll Be Doing
- Manage live deals across commercial mortgages, bridging loans, and development finance
- Liaise with brokers, solicitors, lenders and valuers to drive each deal forward
- Ensure documentation is accurate, complete, and compliant
- Draft and review key documentation including Heads of Terms and completion packs
- Support the origination team by removing operational roadblocks and delays
- Embrace new tools and processes—including AI-driven systems—to streamline your workload
What You’ll Need
- Experience managing cases in commercial mortgages, bridging finance or development finance (desirable)
- Confidence liaising with solicitors, lenders, valuers, and brokers
- High attention to detail, with the ability to manage multiple active deals
- Strong communication and organisational skills
- Comfortable using CRM platforms and lender portals
- A positive, can-do mindset and a genuine desire to support your team and clients
Ready to Step into a Role That Truly Values You? If you’re a detail-driven Case Manager with experience in specialist property finance—and you’re looking for a role where your skills, ideas and ambition are welcomed—we’d love to hear from you. Apply now and become a key part of a business that’s going places.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Southend-on-Sea
✨Tip Number 1: Tap Into Professional Networks
The finance world loves a good connection, so jump into industry-specific groups on platforms like LinkedIn where you can find discussions on financial controlling. Engaging in these communities can expose you to hidden job leads that aren't openly advertised!
✨Tip Number 2: Attend Finance Events and Conferences
Make it a mission to attend finance-related events and conferences, even virtual ones! This is a golden opportunity to network face-to-face with people from companies like NRG-Resourcing. You never know who might be your next boss or a crucial contact!
✨Tip Number 3: Showcase Your Expertise
Consider writing articles or sharing insights related to financial controlling or industry trends. Publish these on platforms like LinkedIn to establish yourself as a knowledgeable player in the field. This not only increases your visibility but also catches the attention of recruiters from NRG-Resourcing.
✨Tip Number 4: Apply Directly on Company Websites
Since you're going for a full-time gig, don't forget to keep an eye on the careers page of companies you're interested in, like NRG-Resourcing. Many companies prefer candidates who apply through their website as it shows genuine interest and makes your application stand out!
We think you need these skills to ace Mortgage Case Manager in Southend-on-Sea
Some tips for your application 🫡
Show Off Your Numbers Game:In financial controlling, detail is everything! Make sure your CV showcases your proficiency with numbers—highlight any relevant experience in budgeting, forecasting, or working with financial software. Quantifying your past achievements will make you stand out, so don’t be shy about flaunting those impressive percentages or cost savings you've implemented.
Tailored Cover Letter is Key:Your cover letter is a chance to shine, especially for a full-time role. Use it to express your genuine interest in NRG-Resourcing and the specific impact you hope to make in financial controlling. Mention any relevant qualifications or experiences that align with the company’s goals, and don’t forget to show that you're ready for a long-term commitment!
Certifications Matter:List relevant certifications such as ACCA or CIMA on your CV. These qualifications not only showcase your dedication to the field but also your technical competence in financial principles. If you have any ongoing training or courses, make sure to mention those as well to demonstrate your commitment to continual learning in financial controlling.
Don’t Overlook Soft Skills:While numbers are crucial, so are those soft skills! Financial controllers need strong communication and analytical reasoning abilities. We recommend embedding examples of these skills in your CV and cover letter, like how you’ve successfully delivered financial reports to stakeholders or collaborated with teams to improve processes. Let’s show NRG-Resourcing how you can be a team player!
How to prepare for a job interview at NRG-Resourcing
✨Brush Up on Technical Skills
Make sure you're comfortable with key financial concepts, especially around forecasting, budgeting, and variance analysis. Sometimes, interviewers may throw in technical questions or case studies, so practicing these types of scenarios will help you shine!
✨Showcase Your Financial Acumen
If you've had experience with specific financial software like SAP or Oracle, make it known! Be ready to discuss how you used these tools to improve processes or reporting, as this hands-on knowledge can really set you apart in a full-time role with NRG-Resourcing.
✨Know Your Numbers
In full-time interviews, especially in financial controlling, be prepared for numerical reasoning tests or questions. Brush up on your mental maths and understand how to interpret and analyse financial statements on the spot, as this may come up during the assessment.
✨Connect with Company Goals
Familiarise yourself with NRG-Resourcing's financial objectives and any recent developments. During the interview, try to weave your understanding of their business model and challenges into your answers—this shows your genuine interest and alignment with their goals!
