Mortgage Case Manager

Job Description

As a Case Manager, you will work as part of our Charles Street division, which operates with great success supporting professional property developers and investors to access bespoke funds for key projects including Bridging finance, Buy-to-let and Development exits.

You will manage the processing of mortgage applications to deliver an outstanding service to new and existing customers, enhancing process improvement and quality control across the team.

As a Case Manager, we are looking for someone to:

• Have oversight of new applications received, providing an initial case assessment and requesting any additional information required before progressing to underwriting
   
• Proactively manage your own pipeline of cases both pre and post offer, using a pro-active approach to manage brokers, customers, solicitors and other third parties to minimise turnaround times    
   
• Drive and manage performance of the process through coaching, support and quality control across the team in order to ensure SLA’s are met and an exceptional customer service is maintained
   
• Conduct a thorough quality control review of each loan file to ensure completeness and accuracy prior to funding
   
• Produce weekly reports on the status of applications, time to offer and time to fund; highlighting any matters of concern and areas for efficiency improvements in the underwriting workflow

Qualifications

Essential

• Experience of mortgage / loan processing
• Ability to assess and interpret information supplied e.g. bank statements, legal documents
• Experience of quality oversight and assurance
• Ability to produce weekly reports on department performance
• Experience of working in a regulated environment
• Strong communication skills both written and verbal with the ability to lead and mentor others

If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role

Additional Information

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Charles Street embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process.

Click here for more information on our Recruitment Process

Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks.

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