Senior Mortgage Case Manager / Technical Case Manager | Leeds / West Yorkshire | Full Time | £33,000 to £35,000 DOE + Quarterly Performance Bonus
Our client is an established independent whole-of-market Mortgage & Protection Brokerage with 21 years’ experience.
Based in East Leeds, they have built an excellent reputation and have a 5-star customer review platform. With strong processes and back-office systems, they are committed to providing a smooth and stress-free client journey, with the client always at the forefront of their service and advice.
They have a strong team of mortgage advisers supported by experienced case managers and administrators, and are now looking for someone with strong technical mortgage knowledge to strengthen their team.
The Role
This is not a traditional administrative case management role. The successful candidate will have strong technical mortgage knowledge and will be responsible for reviewing and managing complex cases, identifying suitable lenders, challenging cases where necessary and supporting applications through to completion.
You will become an important technical resource for the adviser team, supporting difficult and unusual cases and helping to identify solutions based on lender criteria, affordability, income, property types and credit history.
The position is full-time, Monday to Friday, 9:00 am–5:00 pm, with hybrid working available. Candidates should ideally be within a commutable distance of the Leeds office.
Exceptional candidates seeking a four-day working week may also be considered, subject to business needs. Please note that Friday must remain a working day.
Key Responsibilities
- Providing technical support and guidance to mortgage advisers
- Reviewing cases before submission
- Challenging advisers where necessary
- Selecting and recommending appropriate lenders
- Packaging applications
- Liaising directly with underwriters and BDMs
- Resolving lender queries
- Managing applications through to offer and completion
- Dealing with solicitors and other third parties
- Monitoring cases and proactively identifying issues
- Supporting advisers with difficult cases
- Researching and interpreting lender criteria
- Reviewing affordability and income calculations
- Assessing property and lending considerations
- Helping advisers structure cases correctly before submission
- Keeping up to date with lender criteria and market changes
- Sharing knowledge with the wider team
- Attending regular BDM meetings
- Contributing knowledge through the team's “Golden Nugget” section of monthly team meetings
Requirements
Essential
- Significant experience within the mortgage industry
- CeMAP or an equivalent mortgage qualification
- Strong understanding of residential mortgage lending and lender criteria
- Strong technical mortgage knowledge
- Experience dealing with complex mortgage cases
- Excellent attention to detail and strong problem-solving skills
- Good communication skills and commercial awareness
- Knowledge of mainstream lender platforms
- Ability to support advisers with difficult cases
Desirable
- CAS status
- Experience as a mortgage adviser who no longer wants a sales-focused role or as a senior mortgage adviser
- Experience as a mortgage underwriter or lender-side professional
- Experience as a senior administrator with genuinely strong mortgage technical knowledge
- Experience training or mentoring advisers
What’s In It For