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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.

We are seeking a mortgage and protection administrator to join a small financial services firm based in Hove. You will work closely with the mortgage adviser to support the Company's existing client bank and assist in the process of taking on new clients. The Role You will be given full training to understand how the firm works and the ongoing requirements of its client bank. You will support the senior management, experienced paraplanners and financial advisers, across mortgages and protection. Client Services Provide a high level of support to all clients from initial contact to mortgage completion; Manage client liaison via access to mortgage adviser's diary; Support the advisers with lender research as required; Generate recommendation spreadsheets for the adviser; Contact banks, lenders, providers, accountants, estate agents and solicitors for relevant information required to progress mortgage applications; Draft suitability reports for the adviser to review; Overview all case requirements and associated compliance for each case; Provide ongoing review service by managing pipeline of ongoing rolling business. Data Processing Key all mortgage applications; Input and update client information into the CRM; Develop CRM processes to improve general efficiency; Process all broker fees via the WorldPay portal; Claim all procuration fees from the mortgage clubs; Monitor all monies received; Create and manage income profiles for the Finance Department; Conduct all protection research for each application; Ability to occasionally use Trigold, Mortgage Sourcing, Knowledge Bank, Assure Web. Ad hoc tasks • Maintain Continuous Professional Development (CPD) by attending seminars and completing exams; • Sit in on provider meetings; • Interaction with mortgage and protection business development managers to keep in line with industry changes and up-to-date products; • Complete Management Information (MI); • Internal and external file checks. Submit files to review from the advisers to the compliance desk, and go through the comments with them. Review previous files to ensure all the required documents are in each file; • Use compliance help desk to keep up to date with any regulation; • Monitor the mortgage back book; The Candidate Essential experience and qualifications: A degree-level education or previous work experience in a similar role Ideally completed R01 and CF6 but not essential We need a bright, organised and hardworking individual who can demonstrate: Impeccable attention to detail Very good written communication skills Engaging and professional telephone manner A people person, who can clearly communicate to all stakeholders Time management and the ability to multitask is essential Being adaptable as the role demands change frequently A systematic and methodical approach to tasks IT literacy (advanced knowledge of Word and Excel and the ability to learn new software) Numeracy skills A hardworking and positive attitude A good team player Please submit your CV to Sam at Artemis Recruitment.