mortgage case manager Work, Jobs in wakefield (with Salaries)

Mortgage Case Manager
Believe Money Group —Doncaster
- From £24,000 a year
- Full-time
- Customer service
- Basic maths
- English
- Gym membership
Quick apply
Trainee Insolvency Administrator, Contentious
Begbies Traynor Group —Leeds
- Full-time
- Customer service
- Communication skills
- Employee discount
8d
Mortgage Advisor
Placing Faces —Halifax
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- Communication skills
BTL Advisor
Placing Faces —Halifax
- £27,500 - £30,000 a year
- Full-time
- Hybrid work
- Communication skills

Other jobs to consider

Find your next job by exploring related positions.

Mortgage Advisor
The Mortgage Experts —Wakefield
Part of The Experts Group of over 250 entrepreneurs across the property industry (residential and commercial sales, lettings, auctions, mortgages and…
£60,000 - £100,000 a year
Mortgage Case Manager
Believe Money Group —Doncaster
Our purpose is simple: to provide customers with exceptional service, efficient processes, and specialist knowledge across our lending and mortgage divisions.
From £24,000 a year
Quick apply

I want to receive the latest job alerts for mortgage case manager in wakefield

By signing in to your account, you agree to SimplyHired's Terms of Service and consent to our Cookie and Privacy Policy.

Mortgage Case Manager

Believe Money Group -
Doncaster

Quick apply

Job details

Permanent | Full-time
From £24,000 a year

Benefits

Gym membership

Qualifications

Driving Licence
Customer service
GCSE
Basic maths
English
Administrative experience
Driving
Financial services

Full job description

About Believe Money Group

Believe Money Group is a fast‑growing financial services organisation specialising in innovative solutions across the lending and broker markets. We combine strong operational expertise with modern systems, data, and customer‑first thinking to deliver clarity, speed, and confidence throughout the financial journey.

Our purpose is simple: to provide customers with exceptional service, efficient processes, and specialist knowledge across our lending and mortgage divisions.

Job Title

Second Charge Case Manager

Department

Believe Loans

Office Based - Working Hours

Monday to Thursday: 9:00am – 5:30pm
Friday: 9:00am – 3:00pm

(40 hours per week)

Responsible To

Operations Manager

Primary Role

We are looking for a Second Charge Case Manager to support clients, lenders, solicitors, and our in‑house second charge mortgage advisors. You will play a key part in delivering an excellent customer journey from application through to completion, ensuring all cases are packaged, processed, and managed to a high standard.

Key Responsibilities

Handle filing, scanning, photocopying, and organising all documents required for second charge mortgage applications.
Maintain and update business logs using the internal CRM system.
Deliver excellent customer service, ensuring clients are supported throughout the entire process.
Work closely with second charge mortgage advisors to ensure cases are underwritten correctly and packaged to a high standard before submission to lenders.
Manage both personal and team workloads to ensure all clients receive high‑quality service.
Communicate with management, producing reports on personal caseloads for forecasting and completions.
Manage a fast‑paced pipeline from submission through to completion.
Handle incoming enquiries promptly and professionally.
Ensure all terms and loan offers are received and cross‑checked against application data and KFIs.
Stay up to date with lender criteria across the full panel.
Review, update, track, and monitor all ongoing cases.
Keep customers updated and request feedback upon completion.
Guide all clients through the Trustpilot feedback process.
Ensure every client has discussed Protection with our in‑house team before completion.
Work alongside compliance and our mortgage network to ensure all regulatory requirements are met.
Meet departmental SLAs and performance targets.
Fully embed Treating Customers Fairly (TCF) principles into daily work.
Attend internal or external meetings as required.

Salary Expectation

£38,000 OTE

Benefits

Cash Plan with Westfield Health
Access to free therapy sessions
Gym membership
Free tea/coffee facilities
Fresh fruit delivered weekly
Parking
End‑of‑quarter events and incentives
Progression opportunities

Job Types: Full-time, Permanent

Pay: From £24,000.00 per year

Education:

GCSE or equivalent (preferred)

Experience:

Customer service: 1 year (preferred)
Administrative: 2 years (preferred)

Language:

English (preferred)

Licence/Certification:

Driving Licence (preferred)

Work Location: In person

Quick apply

Refine Your Search

mortgage case manager jobs in wakefield

Mortgage Case Manager

Trainee Insolvency Administrator, Contentious

Mortgage Advisor

BTL Advisor

Other jobs to consider

I want to receive the latest job alerts for mortgage case manager in wakefield

Explore jobs in more locations

Jobseeker tools

Employer Tools

Browse

Stay Connected