Mortgage Case Manager

Mortgage Case Manager Job Description Template

Our company is looking for a Mortgage Case Manager to join our team.


  • Booking appointments with lenders and clients where appropriate;
  • Call handling and monitoring as part of the team;
  • Manage a pipeline of cases in a fast-paced environment dealing with workflows and prioritising accordingly;
  • Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner;
  • Booking appointments and managing the diary of the colleagues when requested;
  • Complete MI tracking and business case level monitoring;
  • Support to Specialist Consultants in the processing of residential or second charge mortgage applications;
  • Liaising with lenders and third parties on behalf of the consultants;
  • Undertaking basic administrative duties across the business;
  • Assisting correspondence between the sales team and introducers.


  • The motivation to go above-and-beyond for our customers;
  • Strong organisational and communication skills;
  • Motivated and focused self-starter who has the ability to learn new skills quickly;
  • Able to provide excellent customer service;
  • Excellent proof reading skills;
  • The computer and numeracy skills needed to excel in a highly regulated environment;
  • A strong grasp of written English;
  • A flexible approach to work, and the ability to work well as part of a dynamic team;
  • Computer literate in Word, Excel and PowerPoint;
  • Detail oriented with commercial awareness of business requirements;
  • Positive attitude with a strong desire to learn and progress.