Brokerage associate Work, Jobs in Wigan, Eng (with Salaries)

Mortgage Case Manager
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- CRM software
- Customer service
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Mortgage Case Manager

Helen Ferneyhough Associates Limited
Wigan

Quick apply

Job details

Permanent | Part-time
From £17,000 a year
2 days ago

Qualifications

CRM software
Customer service
Stakeholder liaison
GCSE
Basic maths
Case record updates
Financial services

Full job description

Mortgage Case Manager

Location: HFA HQ - Wigan
Job Type: Part-time 25 hours
Salary: £17,000

About the Role

We are looking for an organised, proactive, and customer-focused Mortgage Case Manager to join our growing team.

As a Mortgage Case Manager, you will be responsible for managing mortgage applications from submission through to completion, ensuring cases progress efficiently and that clients, brokers, lenders, and solicitors receive timely and accurate updates throughout the process.

This is an excellent opportunity for someone with strong mortgage administration or case management experience who enjoys working in a fast-paced environment and takes pride in delivering an exceptional client experience.

Key Responsibilities

Manage mortgage applications from submission through to completion.
Liaise with lenders, brokers, clients, solicitors, estate agents, and other relevant parties.
Monitor cases closely and ensure applications progress within required timescales.
Review documentation and identify any outstanding information or potential issues.
Chase outstanding documents, valuations, mortgage offers, and other requirements.
Provide regular and clear updates to clients and relevant parties.
Maintain accurate case records and ensure systems are kept up to date.
Identify potential delays or issues and proactively work towards solutions.
Ensure all cases are handled in line with company procedures and regulatory requirements.
Support advisers and the wider team with administration and case progression.
Deliver a high level of customer service throughout the mortgage journey.

About You

We are looking for someone who is:

Experienced in mortgage administration, processing, or case management.
Highly organised with excellent attention to detail.
Confident communicating with clients and other parties.
Able to manage multiple cases and competing deadlines effectively.
Proactive, reliable, and comfortable taking ownership of cases.
Commercially aware with a strong understanding of the mortgage process.
Confident using CRM systems and Microsoft Office.
A strong problem solver who can remain calm under pressure.
Professional, approachable, and committed to providing excellent customer service.

Desirable Experience

Previous experience within a mortgage brokerage, lender, bank, or financial services environment.
Knowledge of residential mortgages and the UK mortgage application process.
Experience dealing with lenders and mortgage networks.
CeMAP or other relevant mortgage qualifications.

What We Offer

Competitive salary.
Potential for bonus.
20 days’ holiday pro rata + bank holidays.
Ongoing training and professional development.
A supportive and collaborative team environment.
Opportunities for career progression.

How to Apply

If you are an experienced Mortgage Case Manager looking for your next opportunity, we would love to hear from you.

Please send your CV to [email protected] with a brief covering note explaining why you would be a good fit for the role.

Pay: From £17,000.00 per year

Work Location: In person

Quick apply

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brokerage associate jobs in wigan, eng

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