Mortgage Case Manager

Mortgage Case Manager

Full-Time 27000 - 30000 £ / year (est.) No working from home possible
Swarm Recruitment

At a Glance

  • Tasks: Manage mortgage applications and liaise with advisers, lenders, and customers.
  • Company: Leading specialist finance brokerage with a strong reputation in property finance.
  • Benefits: Competitive salary, performance bonus, 25 days holiday, and hybrid working options.
  • Other info: Ongoing training and genuine career development opportunities in a supportive culture.
  • Why this job: Join a collaborative team and make a real impact in the property finance sector.
  • Qualifications: Experience in mortgage processes and strong communication skills.

The predicted salary is between 27000 - 30000 £ per year.

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

Mortgage Case Manager 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.

Swarm Recruitment

Contact Details:

Swarm Recruitment Recruitment Team

We think you need these skills to ace Mortgage Case Manager

Customer Service Skills
Attention to Detail
Communication Skills
Problem-Solving Skills
Time Management
Knowledge of Mortgage Processes
Relationship Management