Mortgage Case Manager in Cheadle

Mortgage Case Manager in Cheadle

Cheadle Full-Time 28800 - 43200 £ / year (est.) No home office possible
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At a Glance

  • Tasks: Manage mortgage applications and deliver exceptional service to customers and brokers.
  • Company: Join Charles Street Finance, a growing specialist lender with a focus on customer care.
  • Benefits: Enjoy 26 days holiday, health plans, gym access, and a bonus scheme.
  • Why this job: Be part of a dynamic team making a real impact in the finance industry.
  • Qualifications: Experience in mortgage processing and strong communication skills are essential.
  • Other info: Diversity and inclusion are celebrated; we welcome applicants from all backgrounds.

The predicted salary is between 28800 - 43200 £ per year.

Benefits of working at Charles Street:

  • 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

Company Description:

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 such that we are seeking to grow and enhance the existing personnel in key areas to further facilitate our ambitions. We are all about 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 many 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.

As a Case Manager, we are looking for someone to:

  • 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, using a pro-active approach to manage 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 in order to ensure SLA’s are met and an exceptional customer service is maintained
  • Conduct a thorough quality control review of each loan file to ensure completeness and accuracy prior to funding
  • Produce weekly reports on the status of applications, time to offer and time to fund; highlighting any matters of concern and areas for efficiency improvements in the underwriting workflow

Qualifications:

Essential:

  • Experience of mortgage / loan processing
  • Ability to assess and interpret information supplied (bank statements, 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 above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role.

Additional Information:

Charles Street embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

Mortgage Case Manager in Cheadle employer: Together

At Charles Street Finance, we pride ourselves on being an exceptional employer, offering a supportive work culture that values integrity and customer focus. Our employees enjoy generous benefits including 26 days of holiday plus a day off for their birthday, access to company holiday homes, and a matched pension contribution, all within a dynamic team environment in Cheadle, South Manchester. We are committed to fostering employee growth through coaching and performance management, ensuring that every team member can thrive while contributing to our mission of delivering outstanding service to our clients.
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Contact Detail:

Together Recruiting Team

StudySmarter Expert Advice 🤫

We think this is how you could land Mortgage Case Manager in Cheadle

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 asking for introductions. You never know who might have the inside scoop on job openings at Charles Street!

Tip Number 2

Prepare for the interview by researching Charles Street’s values and recent projects. Show us you understand our commitment to customer service and quality control. Tailor your answers to reflect how your experience aligns with our mission and the role of a Mortgage Case Manager.

Tip Number 3

Practice makes perfect! Conduct mock interviews with friends or family. Focus on articulating your experience in mortgage processing and quality oversight. The more comfortable you are discussing your skills, the better you’ll shine during the real deal!

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 us you’re genuinely interested in joining the Charles Street team. Let’s make it happen!

We think you need these skills to ace Mortgage Case Manager in Cheadle

Mortgage Processing
Loan Assessment
Quality Control
Regulatory Compliance
Communication Skills
Report Production
Pipeline Management
Customer Service
Coaching and Mentoring
Attention to Detail
Problem-Solving Skills
Time Management
Team Collaboration

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 the job description. 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 explain why you're passionate about the role and how your background aligns with our values at Charles Street. Remember, we love a can-do attitude!

Showcase Your Communication Skills: Since strong communication is key for this role, make sure your written application reflects that. Keep it clear, concise, and professional. We’re looking for someone who can lead and mentor others, so let that come through in your writing!

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 don’t miss out on any important updates. Plus, it shows you’re keen to join our team!

How to prepare for a job interview at Together

Know Your Stuff

Before the interview, make sure you brush up on your mortgage and loan processing knowledge. Familiarise yourself with common terms and processes, especially those related to bridging finance and buy-to-let. This will show that you're serious about the role and understand the industry.

Showcase Your Communication Skills

As a Case Manager, strong communication is key. Prepare examples of how you've effectively communicated with clients, brokers, or solicitors in the past. Highlight any experiences where you’ve had to lead or mentor others, as this aligns with the job requirements.

Be Proactive in Your Approach

Demonstrate your proactive nature by discussing how you've managed your own pipeline of cases in previous roles. Share specific strategies you used to minimise turnaround times and ensure exceptional customer service, as this is crucial for the position.

Prepare for Quality Control Questions

Expect questions about quality oversight and assurance. Be ready to discuss how you conduct thorough reviews of loan files and what steps you take to ensure accuracy before funding. This will show your attention to detail and commitment to maintaining high standards.

Mortgage Case Manager in Cheadle
Together
Location: Cheadle
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  • Mortgage Case Manager in Cheadle

    Cheadle
    Full-Time
    28800 - 43200 £ / year (est.)
  • T

    Together

    50-100
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