Mortgage Case Manager

Job description

Case Manager | Mortgage & Specialist Finance | End-to-End Case Ownership

If you take genuine ownership of your workload and enjoy progressing mortgage and specialist finance applications from submission through to completion, this role offers strong career development within an ambitious, technology-led business.

Company Overview

Our client is a growing fintech helping customers secure the right funding through exceptional service, innovative technology and access to a panel of over 200 lending partners. Combining industry expertise with a customer-first approach, they are recognised for delivering high-quality outcomes in a fast-moving, high-volume environment where Case Managers play a critical role in the customer journey.

About the Role

As a Case Manager, you will support Brokers and customers throughout the funding journey, managing cases from application through to completion. You will ensure applications are accurately packaged, progressed efficiently and maintained to the highest standards of quality and compliance while delivering an outstanding customer experience.

Key Responsibilities

• Manage mortgage and specialist finance cases from application through to completion.
• Package and submit mortgage and specialist finance applications accurately and efficiently.
• Submit Decisions in Principle and support affordability assessments.
• Liaise with customers, brokers, lenders, solicitors and surveyors throughout the process.
• Maintain comprehensive and accurate CRM records and case notes.
• Ensure cases progress efficiently, compliantly and within agreed service standards.
• Support brokers in delivering exceptional customer outcomes while adhering to AML, KYC, FCA Consumer Duty, GDPR and MCOB requirements.

Package

• Salary: £32,000 - £34,000 depending on experience.
• Annual salary review.
• 28 days annual leave.
• Career progression within a growing fintech business.
• Collaborative, ambitious and high-performance culture.
• Opportunity for hybrid working following successful completion of probation.

Skills & Experience

• Minimum two years' experience as a Mortgage Administrator, Case Manager or similar role.
• Strong knowledge of end-to-end mortgage administration and specialist finance processes.
• Experience submitting Decisions in Principle and supporting affordability assessments.
• Working knowledge of AML, KYC, FCA Consumer Duty, GDPR and MCOB requirements.
• Experience liaising with customers, lenders, solicitors, surveyors and brokers.
• Proficient with mortgage platforms including Mortgage Brain, Smartr365, 27Tec and iPipeline.
• Strong Microsoft Office and CRM system skills.
• Highly organised with exceptional attention to detail and data accuracy.

Why Apply?

This an opportunity to join a growing fintech that values quality, ownership and customer service, whilst providing clear progression and professional development.

If you are a Mortgage Case Manager, Mortgage Administrator or Loan Processor looking for a role where you can develop your expertise, work with a broad panel of lenders and build a long-term career within specialist finance, this position offers excellent growth potential.

Extra information

Status

Open

Education Level

Secondary School

Location

London

Type of Contract

Full-time jobs

Published at

11-07-2026

Profession type

Accountancy

Full UK/EU driving license preferred

No

Car Preferred

No

Must be eligible to work in the EU

No

Cover Letter Required

No

Languages

English