Quantum Mortgages Limited
Mortgage Case Manager (Buy To Let)
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Mortgage Case Manager (Buy To Let)
Case Manager
Quantum Mortgages
About the Role
As a Case Manager at Quantum Mortgages, you will be responsible for managing mortgage applications from initial receipt through to completion. You’ll ensure all cases are fully packaged, compliant with internal policies, and aligned with regulatory requirements before undergoing underwriting assessment. This role requires strong communication skills, meticulous attention to detail, and a deep understanding of mortgage processes, particularly in the Buy-to-Let (BTL) sector.
Key Responsibilities
- Process mortgage applications to predefined service level agreements, from initial intake to completion.
- Proactively manage a case pipeline, ensuring timely progress through all stages, including pre-feature and underwriting assessments.
- Assess supporting documentation, identifying issues requiring escalation to the underwriting team.
- Provide first-class service via telephone, email, and correspondence with stakeholders such as brokers, service suppliers, reference providers, and clients.
- Maintain accuracy for data entry and meticulous record-keeping throughout the mortgage lifecycle.
- Collaborate with the underwriting team and colleagues to deliver compliant, compliant, and timely decisions at every stage.
What We’re Looking For
Skills & Competencies
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Technical Knowledge
- Comprehensive grasp of the mortgage lifecycle, from application to completion.
- Advanced expertise in Buy-to-Let (BTL) lending, including Limited Company, HMO, and Multi-Let structures.
- Familiarity with Anti-Money Laundering (AML) regulations, financial crime indicators, and compliance measures.
- Strong understanding of Quantum Mortgages’ lending policies, procedures, and product criteria.
- Awareness of regulatory requirements and industry best practices.
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Decision-Making & Problem-Solving
- Ability to independently evaluate mortgage applications against internal standards.
- Critical thinking to justify decisions with logical reasoning.
- Identify and escalate complex or high-risk cases effectively.
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Technical Skills
- Proficient in mortgage processing systems and CRM platforms.
- High data accuracy for documentation and record-keeping.
- Strong written, verbal, and consultative communication with brokers, underwriters, and applicants.
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Organizational Abilities
- Efficiently manage dynamic workloads, prioritising urgent cases.
- Recognise vulnerable customers or potential complaints risks.
Key Behaviours
- The ability to work autonomously while adhering to deadlines.
- A collaborative mindset—supportive of peers and embraced by the team culture.
- Adaptability to meet shifting priorities and emerging business needs.
- Upholds ethical standards, integrity, and professionalism in all actions.
- Proactively seeks feedback and professional development opportunities.
- Resilience, solution-focused attitude, and ability to thrive under pressure.
Qualifications & Experience
Essential
- Proven experience in customer service or sales administration.
- Knowledge of mortgage regulations and compliance requirements.
Desirable
- Direct experience in mortgage processing or case management.
- CeMAP qualification or equivalent mortgage credential.
- Background in financial services, banking, or lending, particularly with specialist intermediaries.
- Hands-on experience with buy-to-let/hype-to-let structures (e.g., portfolio landlords, SPVs).
Personal Attributes
Customer-Centric Mindset
- Demonstrates a steadfast commitment to meeting client needs.
- Actively seeks customer feedback to continuously refine services.
- Prioritises satisfaction as a core pillar of decision-making.
Inclusivity & Respect
- Champions diversity and inclusivity in the workplace.
- Encourages open dialogue and welcomes alternative perspectives.
- Values transparency and honesty in all communications.
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Data-Driven & Risk-Conscious
- Relies on data to inform decision-making and process improvements.
- Adheres to procedures and guidelines while focusing on risk mitigation.
Innovative & Ethical Decision-Maker
- Eager to embrace new technologies and innovative solutions.
- Willingness to take calculated risks for business growth and improvement.
- Committed to ongoing personal and professional development.
Why Join Us?
Benefits
- Company Bonus Scheme – Up to 10% to celebrate hard work and dedication.
- Life Insurance – Up to 4x your salary* for added security.
- Vitality Private Medical Insurance – Comprehensive family coverage.
- Hybrid Working – Flexibility of 3 days remote working (additional flexible arrangements available).
- Generous Leave – 23 days’ annual leave, including 8 statutory holidays and 2 extra Christmas days.
- Pension Scheme – Competitive contributions to support your future.
- Inclusive Culture – Thriving team ethos that values collaboration and growth.
- Wellbeing Support – Access to mental health and physical wellness programs.
- Career Development – Training, upskilling, and clear progression pathways available.
About Us
At Quantum Mortgages Limited (QML), we pioneers a new era of mortgage innovation. Our mission is to transform how clients interact with mortgages—providing personalised, supportive advice from application to completion.
Why We Excel
- Industry Recognition: Recognised as the Overall Top Mortgage Employer 2023 (Mortgage Introducer) and the Buy-to-Let Lender of the Year.
- Specialist Lender: Dedicated to serving professional landlords excluded by mainstream lenders.
- Customised Solutions: Tailors mortgage products to meet individual needs and goals.
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