At a Glance
- Tasks: Manage mortgage applications and deliver outstanding service to customers.
- Company: Join a growing specialist lender with a focus on customer care.
- Benefits: Enjoy 26 days holiday, health plans, gym access, and more perks.
- Other info: Diverse and inclusive workplace with opportunities for personal growth.
- Why this job: Be part of a dynamic team making a real impact in the finance sector.
- Qualifications: Experience in mortgage processing and strong communication skills required.
The predicted salary is between 30000 - 40000 € per year.
Benefits
- 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays
- Free access to company holiday homes
- Buy & sell holidays
- Discretionary annual bonus plus an additional Shared Reward Bonus
- Matched pension contribution
- Health cash plan plus Private medical insurance
- Life assurance and Critical illness cover
- Travel season ticket loans and Ride to work scheme
- Free local gym access
- Local bar / restaurant discounts
About Charles Street Finance
Charles Street Finance ("CSF") is a specialist secured lender based in Cheadle, South Manchester. Established in 1983, we're a small team but have doubled the size of the loan book over 2 years and are seeking to grow and enhance the existing personnel in key areas to further facilitate our ambitions. We are focused on a common-sense proposition built around attention to detail and speed of response whilst always putting the customer at the heart of everything we do. A can-do approach fuels our speed of response from enquiry through to payment. Honesty and integrity are fundamental principles across the customer journey and the long-standing relationships we have cultivated are testament to our service levels and reliability.
Job Description
As a Case Manager, you will work as part of our Charles Street division, which operates with great success supporting professional property developers and investors to access bespoke funds for key projects including Bridging finance, Buy-to-let and Development exits. You will manage the processing of mortgage applications to deliver an outstanding service to new and existing customers, enhancing process improvement and quality control across the team.
Responsibilities
- Have oversight of new applications received, providing an initial case assessment and requesting any additional information required before progressing to underwriting
- Proactively manage your own pipeline of cases both pre and post offer, coordinating with brokers, customers, solicitors and other third parties to minimise turnaround times
- Drive and manage performance of the process through coaching, support and quality control across the team to ensure SLAs are met and exceptional customer service is maintained
- Conduct thorough quality control reviews of loan files to ensure completeness and accuracy prior to funding
- Produce weekly reports on status of applications, time to offer and time to fund; highlight matters of concern and opportunities for efficiency improvements
Qualifications
- Essential experience of mortgage / loan processing
- Ability to assess and interpret information such as bank statements and legal documents
- Experience of quality oversight and assurance
- Ability to produce weekly reports on department performance
- Experience of working in a regulated environment
- Strong communication skills, both written and verbal, with the ability to lead and mentor others
If you feel you have some of the skills mentioned but not all, please still apply for a discussion regarding your suitability for the role.
Equal Opportunity
Charles Street embraces diversity and inclusion, and is proud to be an equal opportunity workplace. We welcome difference and value colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you require support or reasonable adjustments during any stage of the recruitment process, please let us know when applying so we can help you perform at your best.
Mortgage Case Manager in Cheadle Hulme employer: Together - Loans, Mortgages & Finance
Charles Street Finance is an exceptional employer located in Cheadle, South Manchester, offering a supportive and dynamic work environment for Mortgage Case Managers. With generous benefits including 26 days of holiday plus your birthday off, access to company holiday homes, and a focus on employee growth through coaching and quality control, we prioritise both personal and professional development. Our commitment to diversity and inclusion ensures that every team member feels valued and empowered, making CSF a rewarding place to build your career.
Contact Detail:
Together - Loans, Mortgages & Finance Recruiting Team
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Cheadle Hulme
✨Tip Number 1
Network like a pro! Reach out to your connections in the finance and mortgage industry. Attend local events or webinars, and don’t be shy about introducing yourself. You never know who might have the inside scoop on job openings!
✨Tip Number 2
Prepare for interviews by researching Charles Street Finance thoroughly. Understand their values and how they operate. Tailor your answers to show how you can contribute to their mission of exceptional customer service and efficiency.
✨Tip Number 3
Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating your experience in mortgage processing and quality control. This will help you feel more confident when it’s time to shine in front of the hiring team.
✨Tip Number 4
Don’t forget to apply through our website! It’s the best way to ensure your application gets noticed. Plus, it shows you’re genuinely interested in joining the Charles Street team. Let’s get you that Mortgage Case Manager role!
We think you need these skills to ace Mortgage Case Manager in Cheadle Hulme
Some tips for your application 🫡
Tailor Your CV:Make sure your CV is tailored to the Mortgage Case Manager role. Highlight your experience in mortgage processing and any relevant skills that match what we're looking for. We want to see how you can bring your unique flair to our team!
Craft a Compelling Cover Letter:Your cover letter is your chance to shine! Use it to tell us why you're passionate about the role and how your background aligns with our values at Charles Street Finance. Keep it engaging and personal – we love a good story!
Showcase Your Communication Skills:Since strong communication is key for this role, make sure your written application reflects that. Use clear, concise language and check for any typos or errors. We appreciate attention to detail, so let that shine through!
Apply Through Our Website:We encourage you to apply directly through our website. It’s the best way for us to receive your application and ensures you’re considered for the role. Plus, it gives you a chance to explore more about who we are and what we do!
How to prepare for a job interview at Together - Loans, Mortgages & Finance
✨Know Your Stuff
Make sure you brush up on your mortgage and loan processing knowledge. Familiarise yourself with the types of finance Charles Street offers, like Bridging finance and Buy-to-let. Being able to discuss these topics confidently will show that you're genuinely interested in the role.
✨Showcase Your Communication Skills
As a Case Manager, you'll need to communicate effectively with various stakeholders. Prepare examples from your past experiences where you've successfully managed relationships with brokers, customers, or solicitors. This will demonstrate your ability to lead and mentor others.
✨Be Ready for Quality Control Questions
Expect questions about quality oversight and assurance. Think of specific instances where you've conducted thorough reviews or improved processes. Highlighting your attention to detail will resonate well with their focus on customer service and reliability.
✨Prepare Questions to Ask
Interviews are a two-way street! Prepare thoughtful questions about the team dynamics, company culture, and how they measure success in the Case Manager role. This shows your enthusiasm and helps you gauge if it's the right fit for you.
