Swarm Recruitment
Mortgage & Protection Case Manager
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Mortgage and Protection Case Manager
Basic Salary: Up to £40,000 per annum
Location: Hemel Hempstead, Office-Based
About the Company
We are working with an established, growing mortgage and protection brokerage with a strong focus on delivering high-quality, personalised advice and service. The business operates on a whole-of-market basis, supporting clients across residential mortgages, buy-to-let, remortgages and high-net-worth lending, alongside personal and business protection.
The company has built its reputation around expert advice, strong client relationships and finding solutions for both straightforward and more complex cases. With a team bringing a combined 50 years of industry experience, there is a strong emphasis on doing the right thing for clients and maintaining a high standard of service.
This is an exciting opportunity to join a collaborative and growing team where you will have the opportunity to work alongside experienced advisers, take ownership of a varied caseload and play an important role in the continued growth of the business.
Role Overview
We are looking for an experienced Mortgage & Protection Case Manager to join a growing and supportive whole-of-market brokerage based in Hemel Hempstead. This is an excellent opportunity for someone who enjoys taking full ownership of cases, managing mortgage and protection applications from submission through to completion.
Working closely with advisers, lenders, providers, solicitors and clients, you will proactively progress cases, resolve queries and ensure a high level of service throughout the client journey. You will be responsible for managing a busy pipeline of cases, prioritising workloads and handling both straightforward and more complex applications across a wide range of lenders and providers.
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This role would suit an organised, proactive and detail-focused individual with previous mortgage administration or case management experience within a broker environment, who is looking to join a collaborative business with clear opportunities for progression.
Benefits
- Bonus: Annual discretionary performance-related
- Commission: 15% commission on introduced mortgage and protection business
- Free Gym Membership
- Basic Salary: £35,000-40,000 per annum depending on experience
- Private Medical Insurance (PMI): Company-funded cover once probation has been successfully completed
- 20 days + bank holidays
- Workplace pension
- Career progression opportunities: with the potential to progress into a management role as the team continues to grow
- Supportive and collaborative team environment
Work Arrangements
- Office based
- Monday–Friday, 9:00am–5:30pm
Responsibilities
- Managing cases from submission through to completion
- Preparing, submitting and progressing mortgage applications
- Managing protection applications and liaising with providers
- Building relationships and resolving queries with lenders and providers
- Monitoring live cases and proactively chasing outstanding requirements
- Keeping all parties updated throughout the process
- Strong understanding of lender criteria and underwriting requirements
- Ensuring cases are managed in line with regulatory requirements
- Ensuring applications and documentation are accurate and complete
- Taking ownership of more complex cases and finding solutions
- Resolving issues and keeping cases moving efficiently
- Identifying ways to improve processes and efficiency
- Supporting and developing junior team members
- Providing a high level of service throughout the client journey
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Desired Experience and Skills
- A minimum of 1 year's proven experience as a Mortgage Administrator/Case Manager/Underwriter/Paraplanner or similar within a mortgage brokerage
- Full and Strong Understanding of the Mortgage and Protection Process
- 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
Desired Qualification (Not Essential)
- CeMAP qualified or working towards qualification
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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