Swarm Recruitment
Mortgage Case Manager
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Mortgage Case Manager
Location: Livingston
Salary: £27,000 - £30,000 depending on experience, plus performance bonus (OTE £33,000)
Working Pattern: Office-based during probation, then hybrid working with up to 2 days from home per week
About Our Client
Our client is one of the UK's leading specialist finance brokerages, with an outstanding reputation for delivering tailored funding solutions across the property and construction sector. Specialising in self-build, custom-build, renovation, development finance and bridging loans, they work with a wide panel of lenders to provide access to a broad range of specialist and exclusive funding solutions.
As part of an established and growing business, you'll be joining a collaborative team that combines technical expertise with a customer-first approach. Advisers are supported by experienced operational and technical teams, allowing them to focus on building relationships, providing expert advice and delivering excellent customer outcomes.
The business is committed to continuous innovation, investing in its people, processes and technology to make the lending journey as straightforward as possible. You'll benefit from ongoing training, genuine career development opportunities and a supportive culture where your success is recognised and encouraged.
If you're looking to join a respected market leader that values expertise, collaboration and professional growth, this is an excellent opportunity to build a rewarding career in specialist property finance.
About the Role
Due to continued growth, our client is looking to recruit a Mortgage Case Manager to join their specialist mortgage team. Working closely with Mortgage Advisers, lenders and customers, you will play a key role in progressing mortgage applications from Decision in Principle (DIP) through to mortgage offer, ensuring each case is managed efficiently, accurately and in line with lender requirements.
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As a key point of contact throughout the application process, you'll liaise with all parties to resolve queries, obtain outstanding information and keep applications moving smoothly. Joining a collaborative and supportive team, you'll help deliver an exceptional customer experience while contributing to the continued success and growth of the business.
Benefits
- 25 days holiday plus bank holidays
- Salary: £27,000 - £30,000 depending on experience
- Bonus Scheme: Performance-related bonus available following successful completion of probation, with the potential to earn an additional £3,000 per annum
- Comprehensive Support: Access to in-house CRM
- Company pension scheme
- Life insurance
- On-site parking
- Death-in-service benefits
- Long-term progression within an established and growing business
- Hybrid working arrangements: Office-based during probation, Hybrid up to 2 days home working per week thereafter
- Supportive and collaborative culture
- Training, Development & Career Progression: Structured onboarding and specialist lending training provided
- Support available towards completion of qualifications
- Clear opportunities for career progression for high-performing individuals
Working Week
Core working hours will be 37.5 hours per week, 8:30AM to 5:00PM, Monday to Friday.
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Essential Experience
- Proven experience as a Mortgage Case Manager/Mortgage Administrator within a mortgage brokerage, lender or packaging environment
- Experience progressing mortgage applications from DIP through to Offer
- Strong understanding of lender requirements and mortgage documentation
- Excellent attention to detail and accuracy
- Ability to manage workload and meet deadlines
- Strong communication and relationship-building skills
- Confidence using Microsoft Office and internal systems
Desired Experience (Not Essential)
- Experience of processing self-build, renovation or conversion mortgage applications
- Experience working with specialist or complex mortgage cases
- CeMAP qualified or working towards qualification
Duties
- Managing mortgage applications from Decision in Principle through to offer
- Reviewing applications, financial documents and supporting information
- Packaging and submitting quality-checked cases to lenders
- Liaising with customers, Mortgage Advisers and lenders to progress applications
- Instructing valuations and monitoring case progress through to completion
- Chasing outstanding information and keeping systems up to date
- Working collaboratively with colleagues to deliver an excellent customer experience
By applying for this position, you agree for your data to be stored by Swarm Recruitment until notice is given by you for it to be removed. Your data will only be used for the purposes intended. Our Data Protection Policy will be forwarded to you if requested.
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