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Ultimate Banking

Mortgage Case Manager

Livingston
£25k – £27k/yr
Posted about 24 hours ago
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Mortgage Case Manager

Nr. Edinburgh/Hybrid working
Up to £27k per annum

Are you a mortgage professional, seeking a new opportunity where you can build your skills with a specialist, niche lender? Our client is a specialist mortgage brokerage and one of the UK’s leading experts in self-build, custom-build, renovation and conversion finance.

Our client is seeking an experienced, mortgage expert to join their specialist mortgage team. Playing a key role in supporting customers throughout their mortgage journey, you will be part of a collaborative and high performing team.

Reasons to use Rodeo

I’m in my final year doing Economics and I don’t know whether to apply for grad schemes now or do a masters first. What do you think?

Honest answer — it depends on where you want to end up. A lot of top grad schemes (Big 4, civil service, banking) don’t need a masters. Let’s look at the ones you’d be competitive for now, and we can decide if a masters actually adds anything.

Also worth knowing: most autumn 2026 applications are open now. Timing matters more than you think.

Start with a chat, not a search bar

Grad scheme, placement, apprenticeship? Not sure what you want yet — that's fine. Your agent talks it through with you and turns "I have no idea" into a shortlist.

P

Graduate Consultant — 2026 Scheme

PwC·London, UK
£35,000/yr

Why you're a good match

Strong

Your economics background and your summer at a regional bank line up with what PwC looks for on the consulting scheme. Applications close in four weeks.

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It searches the market for you

Every day your agent scans the market matching roles against what actually matters to you, not just keywords on a CV.

Why you're a good match

You’ve got the grades and the economics background, and your bank internship is exactly the experience this scheme looks for. Apply soon — deadlines close within the month.

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Strong

Experience fit

Your summer at the bank plus your econometrics coursework map directly to the day-one responsibilities on this scheme — client modelling, market briefings, and deal support.

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Strong

Only hits

No noise. No "maybe this fits." Just roles with a clear explanation of why they're right — and where to focus when applying.

Duties will include:

  • Responsible for packaging and progressing mortgage applications from Decisions in Principle, through to mortgage offer.
  • Assessing cases and issuing clear requirements to customers and Mortgage Advisers.
  • Reviewing financial documentation and supporting application documentation.
  • Packaging and submitting fully reviewed, quality-checked mortgage applications to lenders.
  • Actively chasing outstanding information to progress applications.

The successful individual will possess:

  • Previous experience in mortgage case management.
  • Experience processing mortgage applications from DIP through to offer.
  • Strong communication and relationship building skills.
  • CeMap would be highly desirable but not essential.

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Along with a competitive salary, our client offers hybrid working of 2 days per week based at head office and the remainder working remotely (full office presence would be required for the probationary period), company pension scheme, life insurance, bonus scheme and more.

If this sounds like your next role, please apply today!

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Skills

Mortgage Case Management
Mortgage Applications
Communication
Relationship Building
Financial Documentation
Quality Checking

Location

Livingston, Scotland, United Kingdom

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