21 jobs found

Do you hold CeMAP? Are you looking for an opportunity to become a Mortgage Broker? EGRecruiting is delighted to be recruiting for office based, Trainee Mortgage Brokers on a full-time basis, working 5 days (including alternative weekends) with a great earning potential.If you have excellent communication skills, an outgoing and confident personality and are keen to succeed, then this could be the opportunity you've been looking for!Full training will be provided, working from offices in Tyne and Wear, 5 days per week, alternative weekend working, with days off in lieu (Tuesday and Wednesday) Once you've gained a thorough understanding of the business and process, you'll then be mentored and be trained to become a Mortgage Adviser, with an earning potential of up to 80k+. Candidate Requirements: Must have a understanding of mortgages Previous experience as a Mortgage Broker/Adviser or Case Manager/Mortgage Administrator OR hold CeMAP Confident telephone manner Clear communication skills Able to build rapport quickly Must be able to work alternative Saturday and Sunday (off on Tuesday and Wednesday) Benefits: Hours: 9am-6pm (10am-6pm weekends) Holidays: 28 days increasing 0.5 each year, plus birthday Pension: 5% / 3% Other: PMI plus optical and dental

Senior Product Manager - Lending £60,000 - £70,000 dependent on experience + bonus + extensive benefits Full Time / Permanent Hybrid role - 3 days a week in Leicester or Manchester The Role I am looking for a driven and experienced Senior Lending Product Manager to join a rapidly growing bank based in Leicester. This is a hybrid role with the successful candidate required to be in the office in either Leicester or Manchester 3 days a week. The Senior Lending Product Manager will work with Senior Managers in Asset Finance and Real Estate Finance to deliver the banks' lending product strategy, monitor the market, build and maintain good customer relations and outcomes. You will act as an effective first line of defence and appropriately handle regulatory responsibilities - to meet the banks commercial goals. The Person Must have proven experience in a similar Product Management position ideally at a senior level Previous experience in commercial lending / commercial mortgages Experience of developing product and propositions from inception to delivery, including constructing compelling business cases to be considered by the Executive Team. Experience in managing customer and stakeholder relationships, including negotiating and collaborating across multiple disciplines. Excellent analytical skills, being able to manipulate data in order to understand key challenges and opportunities within the business. Comprehensive understanding of regulatory principles, conduct risk, and Treating Customers Fairly requirements and ability to apply these accordingly. High level of experience in writing and developing reports and preparing and presenting papers that are engaging Please apply via this advert or contact for more information Modis International Ltd acts as an employment agency for permanent recruitment and an employment business for the supply of temporary workers in the UK. Modis Europe Ltd provide a variety of international solutions that connect clients to the best talent in the world. For all positions based in Switzerland, Modis Europe Ltd works with its licensed Swiss partner Accurity GmbH to ensure that candidate applications are handled in accordance with Swiss law. Both Modis International Ltd and Modis Europe Ltd are Equal Opportunities Employers. By applying for this role your details will be submitted to Modis International Ltd and/ or Modis Europe Ltd. Our Candidate Privacy Information Statement which explains how we will use your information is available on the Modis website.

Are you highly organised, detail-oriented, and ready to support the property finance process from application to completion? We're looking for a proactive Case Manager to join a fast-paced underwriting team and ensure a smooth client journey from start to finish.What You'll Be Doing Act as a key contact between underwriters, customers, brokers, solicitors, and third-party specialists. Manage new applications: log and process information accurately, perform fraud checks, and assess initial case details. Proactively manage a pipeline of 50 cases to meet completion targets. Liaise with borrowers and introducers to request documents and provide updates. Draft conditional offers and facility letters. Prepare valuation and legal instruction documents for underwriting. Keep CRM and internal systems up to date and compliant. Occasionally represent the business at industry events and networking opportunities. What We're Looking For Excellent communication and interpersonal skills. Previous experience in mortgage admin or case management. A basic understanding of property/finance, or a keen interest in learning. High attention to detail and strong organisational skills. A team player who thrives under pressure and deadlines. Commitment to delivering great customer outcomes. This is a fantastic opportunity to build a career in specialist property finance and join a collaborative team that values precision, pace, and professionalism.Salary on offer is £25,000.00-£27,500.00 per year ( Please note you must drive due to the office location , and be no further than 30 minutes away from the office) Additional Benefits: Free parking on-site Birthday off (in addition to holiday allowance) Holiday entitlement increases after 3 years of continuous service

City & Capital are currently working with a highly ambitious and fast growing commercial property finance lender who have retained our services in order to appoint an ambitious and career minded Loan Portfolio Manager to their growing team at an exciting time. Our client is experiencing excellent growth, backed by secure funding lines and recent investment. Due to this they are expecting the size of their loan portfolio to grow substantially over the coming period, with the business expecting to double in size based on their lending projections. Our client operates with great success to support professional property developers and investors for access to bespoke funds for key property projects. Their offering includes a commercial Buy to Let proposition as well as short term loans, such as bridging finance and development exits. The incoming Loan Portfolio Manager will sit as a senior member of the loan management team and will report directly to the lenders Head of Loan Management and Operations. The structure of the team means you will be supported by a large number of Loan Portfolio Assistants, with the ultimate view of building a team beneath you, once excellent performance is delivered. You will be expected to assist with key strategies and commercial decisioning within the role. Fundamentally, the core focus of this position will be to ensure that all active loans within the property loan book are performing, to achieve healthy redemption. Due to this you will support the team with tracking loan performance, raising early warning signs or opportunities from within the portfolio. Where issues or opportunities are identified you will work to support the solution which may include aspects such as arranging new loans, assisting borrowers with product transfers, planning redemption strategies and assisting with loan or asset recovery. Month by month you will assist with matters such as the collection of interest, devising and delivering reports for borrowers, investors and senior management, reviewing contracts and undertaking audits, liaising with external suppliers and credit bureaus, maintaining deal sheets, undertaking borrower due diligence & being a main point of contact for the lenders borrowers throughout the life of the loan. Duties include (but may not be limited to): Monitoring loan performance within the lenders portfolio Ensuring loans are compliant in terms of contractual agreements Supporting interest collection for live loans Review and monitor weekly reports for relevant actions Review contracts and audits with credit bureaus Devise & implement strategies for loan redemptions Undertake any collections activity if and where required Maintain deal sheets for corporate borrowers or investors Undertake borrower or investor due diligence Regular reporting to borrowers and investors The ideal individual for this role will have extensive experience of loan servicing or management within the commercial real estate or residential mortgage sector. You will be able to demonstrate success in a role whereby you have managed live loans post funding and worked to support the ongoing performance and delivery of redemptions. Any experience of the oversight of junior staff members would be advantageous, though not essential. Our client is more than willing to accept someone looking to take that next step up in their career. In terms of the ideal personality for this role, you will be at your best working in a fast paced and dynamic environment. As the loan book is due to swell in debt quantum and number of borrowers, this means that you will enjoy managing multiple projects simultaneously. Most notably, you will be ambitious to increase your knowledge complex real estate lending and to impart this to junior team members within the company. All specific training and development will be given. Our clients growth model is based on promoting existing team members from within, with further future opportunities to grow within, as the company scales its loan book to c£2bn. So this is certainly more of a career opportunity, as opposed to just another job! The ideal individual will: Have extensive experience in property loan servicing or management Be highly organised and capable of managing multiple loans and borrowers Have an excellent attention to detail and be highly organised Be a confident communicator in all cases Be highly proactive, quick to spot opportunities or problems to address Be a genuine team player and enjoy collaboration Be ambitious and keen to grow within Be a natural leader, quick to bring others on the journey or strategy Be happy to communicate with borrowers on all matters The basic salary for this role is between c£50k - £80k relevant to experience. Higher offers may be considered for exceptional talent and experience. Salary will be complemented by access to two separate bonus structures that will allow you to substantially increase earnings year on year. This is a performance related bonus structure, as well as an annual discretionary structure. Most notably it is the progression potential for the arriving individual that makes this a genuinely exciting role and one I would be keen to discuss with you. The role will be based in our clients fantastic offices in Mayfair. There is a reasonable amount of urgency to fill this position as you might expect in line with exciting growth plans. Therefore if this role does sound like one that you are both qualified for and interested in then we look forward to your application. We will aim to review your application as quickly as possible and where it is deemed that your experience does meet the requirements of the brief, we will be in contact for an initial chat to share more with you on the client and role and to understand better your expectations & circumstances. We look forward to hearing from you. Kind regards,

Our client is a leading Mortgage Brokerage who have built up successful contracts with various estate agency brands. They are looking to recruit a Sales/Account Manager to look after one of their large accounts, with branches in Hampshire and Surrey. You will have previous experience as a successful mortgage adviser and also have experience of managing mortgage advisers/managing introducer relationships. The role is a hybrid role, and you will be expected to travel to branches within the account twice per week. Basic salary is £45-55k depending on experience, with additional bonus package based on account performance. OTE £80K Accountabilities: Accountable for delivering the agreed performance and standards for the accounts designated to them - including branch presence and attendance of daily branch meetings, branch coverage, conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for building strong and effective relationships with the accounts designated to them, including producing timely reporting and MI for the Introducers. Accountable for ensuring sales team build effective relationships with their branches and are held accountable for their own part of the account targets. Accountable for managing resource effectively and for succession planning to ensure the Introducers always have sufficient adviser coverage. Accountable for the performance and development of the advisers allocated to them including conversion, protection penetration, fee penetration, average case size, written targets and banked conversion. Accountable for the adherence to MAB processes of the advisers allocated to them. Accountable for own performance and adherence to compliance guidelines, where appropriate. General responsibilities Follow the sales management weekly operating rhythm including, weekly documented 1-1s, team meetings, sales management meetings. Weekly 1-1 check-ins with the advisers to check trackers, take a business pledge, review protection appointments, review protection declines and NTUs and any other process/performance issues. Weekly team meeting to motivate, excite and challenge the team's performance. Daily updates to the team on performance, to ensure that the pledge (including protection and fees) is delivered, and targets achieved. Encourage an environment of celebrating success within the team. Manage and develop advisers individually to meet their minimum business expectations Supporting admin with the oversight of the company's processes. Training and supporting new advisers. Recruiting for attrition and performance management. Regular checking and monitoring of company processes to ensure that all advisers are following the requirements. Working closely with the Sales Development Manager to ensure that new trainees are supported and their progress is discussed. Account Manager/Sales Manager to work with new trainees on branch relationships and activities. Working closely with the Protection Support Manager on all areas of Protection for both M&P advisers and Protection Advisers, and gaining assistance with call monitoring and coaching. Provide accurate and timely MI/reporting to the Introducers. Build relationships with key individuals within the Introducers to ensure mutual accountability for success. Visits to introducer branches to support and develop the advisers in their introducer relationships, and ensure they are effective and challenging. Manage resources effectively to ensure leads are dealt with in a timely manner, and branches have sufficient adviser coverage. Ensure that advisers within the account attend the branch as agreed and participate in branch meetings, coaching and development, to maximise lead quantity and quality. Please note we regret that due to the high volume of CVs received we cannot give individual feedback to candidates. If you are not contacted within 5 working days of submitting your CV please assume your application has been unsuccessful on this occasion. Honeypot People Ltd, is a UK-based agency providing specialist solutions within the Sales and Marketing Sector. We operate an equal opportunities policy of treating all employees and job applicants equally regardless of race, colour, ethnic origin, nationality, national origin, religion or belief, gender, sexual orientation, gender reassignment, age, marital or civil partnership status or disability.

Are you highly organised, detail-oriented, and ready to support the property finance process from application to completion? We re looking for a proactive Case Manager to join a fast-paced underwriting team and ensure a smooth client journey from start to finish. What You ll Be Doing Act as a key contact between underwriters, customers, brokers, solicitors, and third-party specialists. Manage new applications: log and process information accurately, perform fraud checks, and assess initial case details. Proactively manage a pipeline of 50 cases to meet completion targets. Liaise with borrowers and introducers to request documents and provide updates. Draft conditional offers and facility letters. Prepare valuation and legal instruction documents for underwriting. Keep CRM and internal systems up to date and compliant. Occasionally represent the business at industry events and networking opportunities. What We re Looking For Excellent communication and interpersonal skills. Previous experience in mortgage admin or case management. A basic understanding of property/finance, or a keen interest in learning. High attention to detail and strong organisational skills. A team player who thrives under pressure and deadlines. Commitment to delivering great customer outcomes. This is a fantastic opportunity to build a career in specialist property finance and join a collaborative team that values precision, pace, and professionalism. Salary on offer is £25,000.00-£27,500.00 per year ( Please note you must drive due to the office location , and be no further than 30 minutes away from the office) Additional Benefits: Free parking on-site Birthday off (in addition to holiday allowance) Holiday entitlement increases after 3 years of continuous service

Mortgage Administrator Salary: £26,000-£30,000 Location: Camberley (office based) Hours of Work : 8.45am-17.15pm Monday to Friday My client are a well established and highly respected mortgage brokerage committed to providing exceptional service and high quality advice to our clients. They offer a proven and clear pathway for progression and career advancement. Upon demonstrating strong performance, a proactive approach and the necessary skills, the successful candidate will have the opportunity to progress to the role of Administration Manager. The ideal candidate will have experience in Mortgages or Financial Services and perhaps has experience within Banking, Lending/Lenders or Mortgages. Responsibilities Providing comprehensive administration support for our team of Mortgage Advisors. Preparing and processing mortgage applications, ensuring accuracy and completeness for all documentation. Liaising with lenders, solicitors and clients to facilitate the smooth progression of mortgage cases. Maintaining and updating client files and databases with meticulous attention to detail. Handling telephone enquiries and correspondence professionally and efficiently. Diary Management. Assisting with general office duties. Ensuring compliance with relevant regulations and company procedures. Overseeing day to day operations of the office, ensuring efficiency and a positive working environment. Managing office supplies and equipment. Account reconciliation. Implementing and Improving office policies and procedures. Potentially managing junior staff. Point of contact for stakeholders. About You Proven experience in an administrative role, ideally in financial services or property sector. Proficient in Microsoft Office Suite & Teams. Excellent organisational and time management skills with ability to prioritise effectively. Excellent written and verbal communication skills. A positive attitude and team player. A desire for professional development.

A new position has arisen within an established, well appointed Lender based in Central London. The role of Specialist Commercial Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role will involve Commercial Property Loans, but if you have mortgage or BTL lending experience, this will also be considered suitable. The role is fully office based. Interviews available now.

Mortgage Administrator Salary: 26,000- 30,000 Location: Camberley (office based) Hours of Work : 8.45am-17.15pm Monday to Friday My client are a well established and highly respected mortgage brokerage committed to providing exceptional service and high quality advice to our clients. They offer a proven and clear pathway for progression and career advancement. Upon demonstrating strong performance, a proactive approach and the necessary skills, the successful candidate will have the opportunity to progress to the role of Administration Manager. The ideal candidate will have experience in Mortgages or Financial Services and perhaps has experience within Banking, Lending/Lenders or Mortgages. Responsibilities Providing comprehensive administration support for our team of Mortgage Advisors. Preparing and processing mortgage applications, ensuring accuracy and completeness for all documentation. Liaising with lenders, solicitors and clients to facilitate the smooth progression of mortgage cases. Maintaining and updating client files and databases with meticulous attention to detail. Handling telephone enquiries and correspondence professionally and efficiently. Diary Management. Assisting with general office duties. Ensuring compliance with relevant regulations and company procedures. Overseeing day to day operations of the office, ensuring efficiency and a positive working environment. Managing office supplies and equipment. Account reconciliation. Implementing and Improving office policies and procedures. Potentially managing junior staff. Point of contact for stakeholders. About You Proven experience in an administrative role, ideally in financial services or property sector. Proficient in Microsoft Office Suite & Teams. Excellent organisational and time management skills with ability to prioritise effectively. Excellent written and verbal communication skills. A positive attitude and team player. A desire for professional development.

Paraplanner Vacancy - Amazing opportunity for an ambitious Paraplanner Working in a pod with a high billing adviser City of London offices (near Bank tube station) £35k - £42k basic salary + discretionary bonuses Full study support package and progression opportunities 12- 18 months of paraplanning experience needed Hybrid working is on offer after onboarding and training My client is a Chartered independent financial advice business in the City of London who have built a lasting reputation for providing the highest levels of advice on Pensions, Investments, Retirement Planning, Tax Planning, IHT, Trusts, Mortgages and some Protections to clients across the UK, but mainly London and Southeast based. The business has 120+ staff who work with retirees, City professionals, families, SME owners with varying levels of assets ranging from £500k - multiple millions. The top Advisers manage close to £200m of assets. The business has very ambitious plans to expand and grow so if you're looking to join an entrepreneurial and forward-thinking business then this will be the right career move for you. The Head of Paraplanning is seeking a Paraplanner who is studying towards their level 4 diploma or has completed it already and is looking to take the next step in their paraplanning career. You will be involve din the annual review process with the adviser's clients and be writing end to end report writing, compiling advice with the advisers, cashflow modelling work. The adviser has clients with on average £500k - £1m invested but a few clients have multiple millions so you will get involved in some technical cases. You will have support from a dedicated Practice Manager and team of experienced administrators. A very secure and rewarding role is on offer with an excellent benefits package and bonus structure. The Directors are looking to offer up to £42k basic salary depending on your experience levels. You will be office based to begin with but then you can WFH 2 days per week once you are established in the business. A full study support package will be available too towards your Chartered status. For more details please contact Peter Fozard at Financial Divisions.

Are you a Mortgage Adviser looking for an exciting opportunity with a leading finance distributor? Our client, a specialist in mortgage and finance solutions, is seeking a talented individual to join their team in Tamworth. With a reputation for exceptional service and a supportive work environment, this role offers the chance to thrive in a dynamic and rewarding setting.With a competitive salary ranging from £35,000 to £45,000, this role offers a fantastic opportunity for growth and success. Enjoy the benefits of hybrid working, allowing you to balance office and home life, and take advantage of a steady stream of quality leads to focus on what you do best: providing expert mortgage advice.Our client is an award-winning specialist in mortgage and finance distribution. Known for their exceptional service and innovative solutions, they provide a working culture that their team genuinely enjoys. The company prides itself on offering advisers the tools and support needed to excel in their roles. Key Responsibilities Conduct thorough fact-finding to understand clients' needs. Recommend suitable mortgage products and explain them clearly. Collaborate with lenders and case managers to ensure smooth application processes. Stay informed on product and regulatory changes. Build strong client relationships to encourage referrals and repeat business. Package and Benefits Annual salary of £35,000 to £45,000, plus uncapped bonuses with realistic OTE of £55,000+ Hybrid working model, typically 2-3 days in the Tamworth office after training. No more chasing business, you will speak to pre-qualified customers who have been refferred. No late evenings or weekends! Free parking and company pension scheme. Casual dress code and regular company events. Opportunities for professional development and long service rewards. Candidate Requirements At least 2 years of experience as a regulated mortgage adviser. Full CeMAP certification or equivalent. A proven track record in sales and client care. Strong organisational skills and attention to detail. If you're interested in roles such as Mortgage Consultant, Financial Adviser, Loan Officer, Mortgage Broker, or Financial Consultant, this Mortgage Adviser position could be the perfect fit for you. Explore a career with a company that supports your growth and success.Ready to take the next step in your career as a Mortgage Adviser? Join a supportive and ambitious team that values your expertise and helps you succeed. Apply now with your CV and a brief cover note explaining why you're the right fit for this exciting opportunity.AW_FIN

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .

A new position has arisen within an established, well appointed Lender based in Greater Manchester The role of Specialist Mortgage Case Manager To manage all new loan applications through to completion. This will be achieved through establishing and maintaining positive relationships with all internal & external stakeholders, learning and understanding lender criteria, to deliver criteria updates to team members, managing case files, collecting and assessing all loan requirements, collecting signed offers and instructing solicitors. Key Responsibilities To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements. Maintain excellent product and criteria knowledge. Work towards agreed SLAs- both individually and in your team Able to take ownership and drive delivery of performance. Adhere & embody all industry regulations and standards. To liaise with team leader on all case issues. Provide feedback on team, other departments, competitors, lenders and introducers. The role is fully office based. Interviews available now.

Are you a Secured Loan Case Manager looking for your next opportunity? Our client, a well-established UK consumer finance intermediary, is on the hunt for a talented individual to join their dynamic team. With a strong presence in the secured and unsecured lending sector, they provide tailored financial solutions that bridge the gap between customers, retailers, and lenders.This role offers a competitive salary, depending on experience, along with opportunities for career development and a supportive, collaborative work environment. You'll be joining a company that values professional growth and prides itself on excellent relationships with clients and lending partners. About the Company: They have built a reputation for delivering innovative financial solutions since their establishment. With huge growth plans across the business , this is an exciting opportunity to join a leadership team who are vastly experienced in secured and unsecured lending. They are dedicated to helping customers access the right lending products while supporting their broker and retail partners. Their expertise in secured lending makes them a trusted name in the industry. As a Secured Loan Case Manager, you will: Manage the end-to-end process of secured loan applications. Liaise with brokers, clients, and lenders to ensure smooth application journeys. Verify and process all required documentation accurately and efficiently. Ensure compliance with regulatory standards and internal policies. Resolve issues and discrepancies that may arise during the loan process. Maintain strong relationships with clients and colleagues. Package and Benefits: The Secured Loan Case Manager role comes with an attractive package, including: Competitive annual salary (dependent on experience). Opportunities for professional development. Supportive and collaborative team environment. Exposure to a broad range of secured lending products and processes. No weekends - enjoy a proper work-life balance. Solid office hours for consistency. Vitality healthcare benefits. The ideal Secured Loan Case Manager will have: Previous experience in secured loan case management or a similar role in financial services. Strong understanding of secured lending processes and regulatory requirements. Excellent organisational, communication, and problem-solving skills. A detail-oriented, proactive, and professional approach. Ability to work under pressure and collaborate effectively with a team. If you're interested in roles such as Mortgage Case Manager, Lending Administrator, Loan Processing Executive, or Financial Services Advisor , this Secured Loan Case Manager position could be perfect for you.If you're a motivated and experienced Secured Loan Case Manager looking to join a fast-growing business and a highly experienced leadership team , this could be the perfect opportunity. Apply now to take the next step in your career and become part of a team that values expertise, professionalism, and customer satisfaction. AW_FIN

Ready to Take Your Mortgage Career to the Next Level? Do you thrive in a fast-paced financial services environment where precision, communication, and customer care are at the heart of everything you do? This is your chance to join a dynamic, growing specialist lending firm that rewards ambition, supports professional development, and offers a clear path to career progression. About the Company We're representing a highly regarded, specialist finance provider with a strong reputation in the mortgage and property lending market. This company partners with a wide range of brokers and lenders, offering innovative solutions across residential, buy-to-let, and specialist finance sectors. Known for their customer-first approach, strong compliance framework, and commitment to employee growth, they are a business where your expertise will make a real impact. About the Role As a Mortgage Case Manager , you will play a key role in managing mortgage applications from initial enquiry through to completion. This is a highly collaborative position where you'll liaise with brokers, lenders, legal teams, and surveyors, ensuring every case progresses smoothly while maintaining exceptional customer care standards. You'll also play a vital part in supporting Anti-Money Laundering (AML) processes, ensuring compliance, and creating opportunities for repeat business by maintaining accurate data and proactive communication. Mortgage Case Manager Key Responsibilities Manage residential and buy-to-let mortgage cases from enquiry to completion Liaise with brokers, lenders, legal teams, and surveyors to ensure efficient processing Collect fees and accurately capture client data in the CRM system in line with GDPR requirements Proactively follow up with brokers to ensure smooth case progression and resolve any queries Set review dates for completed loans to generate future sales opportunities Participate in internal and lender sales meetings (in-person or via Teams) Interpret client documentation for lender suitability and submit applications via lender portals Assist with AML checks and promptly escalate any suspicious activity Maintain CPD requirements through internal training, online courses, and market research Mortgage Case Manager Package Salary: £25,000 - £30,000 (dependent on experience) Commission: Per case completion & Quarterly team performance bonus Holidays: 20 days bank holidays (rising to 25 with service) Additional Benefits: Healthshield & Perkbox Membership Option to buy/sell holiday allowance (up to 30 days per annum) Mortgage Case Manager Skills & Experience Minimum 2 years' experience in financial services (mortgages, lending, or related fields preferred) Strong organisational skills with the ability to thrive under pressure Excellent verbal and written communication skills Competent in using CRM systems and general IT software Forward-thinking mindset with a proactive and solutions-driven approach Why Apply? Here, your performance will be recognised and rewarded, your development actively supported, and your contribution truly valued. If you're motivated, ambitious, and ready to build your career within a supportive and high-performing team, this is your chance to step up and make your mark. Apply now to start your journey with a company that champions talent, rewards success, and offers a clear path for progression in the world of specialist lending.

Specialist Lending Case Manager This is a new permanent position within a specialist real estate loan processing/Case Management team. Dealing with BTL, Bridge and Commercial property. To take ownership of submitted applications, driving excellent customer service & proactively prioritising to business requirements Maintain excellent product and criteria knowledge Work towards agreed SLAs - both individually and in your team Able to take ownership and drive delivery of performance Adhere & embody all industry regulations and standards To liaise with team leader on all case issues Provide feedback on team, other departments, competitors, lenders and introducers Identify and champion areas of improvement and training for company and team Positive and encouraging attitude To adhere fully to company handbook and policies Reasonably anticipate, minimise and manage operational risk. The role would suit an experienced individual with Mortgage/BTL or ideally some Bridging knowledge and is available immediately for interview. The position is based in Tamworth ( on a Hybrid basis) .