At a Glance
- Tasks: Manage mortgage applications and ensure smooth processing from start to finish.
- Company: Join a leading finance brokerage known for tailored funding solutions.
- Benefits: Competitive salary, performance bonuses, hybrid working, and 25 days holiday.
- Other info: Ongoing training and clear career progression opportunities await you.
- Why this job: Be part of a collaborative team making a real impact in property finance.
- Qualifications: Experience in mortgage case management and strong communication skills required.
Location: Livingston
Salary: £27,000 - £30,000 depending on experience, plus performance bonus (OTE £33,000)
Working Pattern: Office-based during probation, then hybrid working with up to 2 days from home per week
About Our Client
Our client is one of the UK's leading specialist finance brokerages, with an outstanding reputation for delivering tailored funding solutions across the property and construction sector. Specialising in self-build, custom-build, renovation, development finance and bridging loans, they work with a wide panel of lenders to provide access to a broad range of specialist and exclusive funding solutions.
As part of an established and growing business, you'll be joining a collaborative team that combines technical expertise with a customer-first approach. Advisers are supported by experienced operational and technical teams, allowing them to focus on building relationships, providing expert advice and delivering excellent customer outcomes. The business is committed to continuous innovation, investing in its people, processes and technology to make the lending journey as straightforward as possible. You'll benefit from ongoing training, genuine career development opportunities and a supportive culture where your success is recognised and encouraged.
If you're looking to join a respected market leader that values expertise, collaboration and professional growth, this is an excellent opportunity to build a rewarding career in specialist property finance.
About the Role
Due to continued growth, our client is looking to recruit a Mortgage Case Manager to join their specialist mortgage team. Working closely with Mortgage Advisers, lenders and customers, you will play a key role in progressing mortgage applications from Decision in Principle (DIP) through to mortgage offer, ensuring each case is managed efficiently, accurately and in line with lender requirements.
As a key point of contact throughout the application process, you'll liaise with all parties to resolve queries, obtain outstanding information and keep applications moving smoothly. Joining a collaborative and supportive team, you'll help deliver an exceptional customer experience while contributing to the continued success and growth of the business.
Benefits:
- 25 days holiday plus bank holidays
- Salary: £27,000 - £30,000 depending on experience
- Bonus Scheme: Performance-related bonus available following successful completion of probation, with the potential to earn an additional £3,000 per annum
- Comprehensive Support: Access to in-house CRM
- Company pension scheme
- Life insurance
- On-site parking
- Death-in-service benefits
- Long-term progression within an established and growing business
- Hybrid working arrangements: Office-based during probation, Hybrid up to 2 days home working per week thereafter
- Supportive and collaborative culture
- Training, Development & Career Progression: Structured onboarding and specialist lending training provided
- Support available towards completion of qualifications
- Clear opportunities for career progression for high-performing individuals
Working Week
Core working hours will be 37.5 hours per week, 8:30AM to 5:00PM, Monday to Friday.
Essential Experience
- Proven experience as a Mortgage Case Manager/Mortgage Administrator within a mortgage brokerage, lender or packaging environment
- Experience progressing mortgage applications from DIP through to Offer
- Strong understanding of lender requirements and mortgage documentation
- Excellent attention to detail and accuracy
- Ability to manage workload and meet deadlines
- Strong communication and relationship-building skills
- Confidence using Microsoft Office and internal systems
Desired Experience (Not Essential)
- Experience of processing self-build, renovation or conversion mortgage applications
- Experience working with specialist or complex mortgage cases
- CeMAP qualified or working towards qualification
Duties
- Managing mortgage applications from Decision in Principle through to offer
- Reviewing applications, financial documents and supporting information
- Packaging and submitting quality-checked cases to lenders
- Liaising with customers, Mortgage Advisers and lenders to progress applications
- Instructing valuations and monitoring case progress through to completion
- Chasing outstanding information and keeping systems up to date
- Working collaboratively with colleagues to deliver an excellent customer experience
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
Mortgage Case Manager in Edinburgh employer: Swarm Recruitment
Swarm Recruitment is an exceptional employer, offering a dynamic hybrid working model in the vibrant city of York. With a strong emphasis on client-focused service and extensive support from experienced Mortgage Advisers, employees benefit from a collaborative work culture that fosters professional growth and ethical practices. The provision of warm leads and full administrative support ensures that our Protection Advisers can thrive, making this an ideal opportunity for those seeking meaningful and rewarding employment.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Edinburgh
✨Tap into Campus Networks
If you're still in uni, don’t forget to engage with your campus's career services and attend finance-related events. Banks often do presentations and recruitment drives on campus, so put yourself out there and make use of these opportunities to show off your passion for the field.
✨Get Certified
Consider pursuing relevant certifications like the CFA or ACCA while you’re job hunting. They not only beef up your CV but also connect you with professional bodies which can lead to networking opportunities and even job openings in banking and financial services.
✨Connect on Professional Platforms
Join finance-focused groups on platforms like LinkedIn and engage in discussions. This can really help you stand out from the crowd, allowing potential employers to see your knowledge and interest in industry trends. Plus, you might stumble upon job postings shared exclusively within the group.
✨Apply Directly and Be Proactive
Don’t shy away from reaching out directly to firms like Swarm Recruitment. Use their websites and apply through them, but also consider following up with a polite email to express your enthusiasm. Being proactive can make a huge difference in getting noticed in the competitive financial services sector.
We think you need these skills to ace Mortgage Case Manager in Edinburgh
Some tips for your application 🫡
Show Off Your Numbers!:In the banking and financial services world, quantifiable achievements are key. Make sure your CV highlights your grades in relevant subjects, any financial certifications you hold, and specific projects where you've delivered measurable results. Employers love to see how your skills translate into real-world success.
Tailor Your Cover Letter to the Role:When applying for a full-time position, your cover letter should make a direct connection between your experience and the job description. Don't just state your enthusiasm for finance—dive into how your background in banking or financial analysis sets you apart. Let your passion shine through while being specific about what you can bring to Swarm Recruitment.
Include Relevant Financial Software Experience:If you've worked with financial modelling tools or software like Excel, SAP, or specific analytical tools during your studies or internships, bring that up! Highlighting your proficiency can really make your application pop and show you're ready to hit the ground running in a full-time role.
Research and Reflect:Before hitting that 'apply' button on Swarm Recruitment's website, do a little digging. Look up their recent projects, values, and culture. Reflecting their ethos in your application can make a huge difference and show you’re genuinely interested in being part of the team!
How to prepare for a job interview at Swarm Recruitment
✨Brush Up on Financial Analysis Skills
Make sure you're well-versed in financial concepts and analytical techniques relevant to banking and financial services. Get comfortable with tools like Excel for modelling or financial forecasting, as technical questions in this area are common during interviews with Swarm Recruitment.
✨Prepare for Case Studies
Expect to tackle case studies that demonstrate your problem-solving skills in real-world banking scenarios. Familiarise yourself with the types of problems you might face—think risk assessments or investment evaluations—and be ready to articulate your thought process clearly.
✨Show Your Passion for Finance
Since this is a full-time position, employers at Swarm Recruitment will be keen to see your genuine interest in finance. Be prepared to discuss recent industry trends or news articles that excite you, showcasing your enthusiasm and engagement with the field.
✨Network with Industry Professionals
Before your interview, reach out to current or former Swarm Recruitment employees on platforms like LinkedIn. They'll offer unique insights into the company's culture and the interview process, which can give us a delightful edge in showcasing a good fit for the team.
