1st & 2nd Charge Mortgage Case Managers – Specialist Lending
We are supporting a well-established specialist lending brokerage with the recruitment of both a 1st Charge Mortgage Case Manager and a 2nd Charge Mortgage Case Manager to join its focused Specialist Lending team in Ringwood.
These are excellent opportunities for experienced mortgage professionals who enjoy managing applications, building strong relationships and delivering an exceptional service to brokers and clients.
You will manage residential and buy-to-let mortgage enquiries from initial enquiry through to completion, working closely with brokers, lenders, legal teams and surveyors to ensure every application progresses smoothly and efficiently.
Key Responsibilities in these Mortgage Case Manager roles:
- Processing 1st or 2nd charge mortgage applications from initial enquiry through to completion
- Maintaining regular communication with brokers, clients, lenders, solicitors, surveyors and other third parties
- Reviewing and interpreting client documentation to assess suitability for lenders
- Submitting accurate information through lender portals and hunt groups
- Creating and managing lender-specific document checklists
- Collecting fees from clients and brokers where required
- Ensuring client information is accurately recorded within the company’s CRM system
- Proactively progressing applications in line with company and lender processing guidelines
- Providing customer care calls and responding to broker queries
- Setting review dates for completed loans to support future opportunities
- Attending internal sales and lender meetings to maintain up-to-date market knowledge
- Supporting the company’s AML procedures and reporting suspicious activity appropriately
- Assisting other departments with AML checks when required
- Maintaining professional development through training, online courses and market research
- Working towards individual, team and company targets
About You – Mortgage Case Manager Experience
- Previous experience in mortgage case management, mortgage administration or specialist lending
- A minimum of two years’ experience within the financial services industry
- Experience processing 1st or 2nd charge mortgage applications would be highly desirable
- Excellent verbal and written communication skills
- A confident and professional telephone manner
- Strong organisational skills and the ability to manage multiple applications
- Comfortable working in a busy, target-driven environment
- Excellent computer skills and experience using CRM systems
- Strong attention to detail and an understanding of regulatory requirements
- A proactive, motivated and forward-thinking approach
Salary and Benefits
- £28,000–£32,000, depending on experience
- Commission for each completed case
- Quarterly team bonus
- Healthshield membership and benefits scheme
- Perkbox membership
- 20 days’ holiday plus bank holidays
- Holiday allowance increasing annually to 25 days
- Option to buy and sell holiday, providing up to 30 days per year
- Ongoing training and professional development
- Supportive and collaborative working environment
If you have experience in 1st or 2nd charge mortgage case management, mortgage administration or specialist lending and are ready for your next opportunity, we’d love to hear from you.
This vacancy is being advertised on behalf of Marwell Recruitment, who are acting as an employment agency.
Pay: £28,000.00-£32,000.00 per year
Benefits:
Work Location: In person
