Mortgage Case Manager

Job Title: Mortgage Case Manager

Location: Abergavenny

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

Hours: Monday to Friday 9 am to 5.00 pm

Benefits:

• 10% Pension
• 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

About the position of Mortgage Case Manager:

We are recruiting for an experienced Mortgage Case Manager (CeMAP essential) to join a growing financial services organisation.

Working closely with the underwriting team, you will manage and progress complex mortgage cases from submission through to decision, requiring recent experience in mortgage processing or case management within specialist or complex lending.

This role offers exposure to underwriting and wider lending activity, with potential longer‑term development within the broader function for strong performers.

Responsibilities for the role of Mortgage Case Manager:

• Process mortgage applications from receipt through to underwriting submission
• Assess applications to ensure lending criteria and documentation requirements are met
• Review income, affordability, credit history and property details
• Liaise with customers, intermediaries, solicitors and internal teams to progress cases
• Support the Business Development Manager (BDM) with day‑to‑day case handling
• Maintain accurate case records using internal systems
• Ensure compliance with all lending, regulatory and legal requirements

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

• Proven experience processing mortgage applications within a specialist lender, broker or packager environment
• CeMAP essential, strong equivalent experience within a specialist lender may be considered
• Experience assessing complex mortgage cases, including self-employed and non‑standard applications
• Confident using Microsoft Office and internal CRM systems
• Able to work independently and as part of a team
• Strong commitment to customer service and professional standards