Mortgage Case Manager

Job Title: Mortgage Case Manager

Location: Cowbridge

Salary: £25,000 to £30,000 depending on experience

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

• Pension 10% employer contribution with 5% employee contribution
• Group Annual Bonus of up to 10% (subject to group/individual performance)
• 25 days holiday plus bank and public holidays
• X4 death in service
• Staff Mortgage Scheme
• Uniform

About the position of Mortgage Case Manager:

Are you an experienced mortgage professional looking for real progression and a long-term career in financial services?
We’re proud to be partnering with one of Wales’s most respected building societies to recruit a Mortgage Case Manager.

This is a high-visibility, front-line role with a clear route to progression. You’ll be joining a successful and growing mutual that has been trading for over 100 years, now expanding further across Wales and into England. With over £200 million in assets and a strategy focused on specialist lending, the Society offers a dynamic and rewarding work environment.

Responsibilities for the role of Mortgage Case Manager:

• Process new and further advance mortgage applications from receipt to underwriting submission
• Assess applications to ensure they meet lending criteria and include all required documentation
• Conduct detailed reviews of income, affordability, credit history and property type
• Liaise directly with customers, intermediaries, solicitors, and internal teams to progress applications
• Support the Business Development Manager (BDM) with day-to-day mortgage case handling
• Maintain accurate records and electronic case files using the Society’s internal systems
• Offer savings-related product information to customers when required
• Assist with generating new mortgage business from existing and new introducers
• Support compliance with all lending, regulatory and legal policies
• Identify and help implement operational improvements where applicable

Experience and skills required for the role of Mortgage Case Manager:

• Previous experience in mortgage administration or case handling (essential)
• Excellent organisational, analytical and diary management skills
• Strong verbal and written communication abilities
• Comfortable dealing with brokers, introducers and direct customers
• Able to assess complex mortgage applications including self-employed and non-standard cases
• CeMAP or Level 3 qualification in Mortgage Advice
• Competence in using Microsoft Office and internal CRM systems
• Ability to work independently and as part of a collaborative team
• Commitment to high-quality customer service and professional standards

For more information regarding the role of Mortgage Case Manager please get in touch with us.

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days.