At a Glance
- Tasks: Manage mortgage applications and deliver exceptional service to customers.
- Company: Join Charles Street Finance, a growing secured lender in South Manchester.
- Benefits: 26 days holiday plus your birthday off, gym access, and local discounts.
- 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.
Working Hours: Standard (09:00am-17:30pm)
Office or Field Based: Office Based (Cheadle, SK8 3GW)
Contract type: Permanent
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
- 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:
- Experience of mortgage / loan processing
- Ability to assess and interpret information supplied e.g. 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 Manchester employer: Together
Charles Street Finance is an exceptional employer located in Cheadle, South Manchester, offering a supportive and inclusive work culture that prioritises employee well-being and growth. With generous benefits such as 26 days of holiday plus your birthday off, access to company holiday homes, and a commitment to professional development, we ensure our team members thrive both personally and professionally. Join us to be part of a dedicated team that values integrity, customer focus, and a can-do attitude, all while enjoying the perks of a vibrant local community.
StudySmarter Expert Advice🤫
We think this is how you could land Mortgage Case Manager in Manchester
✨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 Together. 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 Manchester
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 Together.
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 Together'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 Together
✨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 Together.
✨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 Together 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 Together 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.
