Mortgage Case Manager

Case Manager

Charles Street Finance (CSF) is a specialist secured lender based in Cheadle, South Manchester. As a Case Manager, you will work within the Charles Street division, supporting professional property developers and investors to access bespoke funds for key projects such as Bridging finance, Buy-to‑let and Development exits.

• Oversee new mortgage applications, provide initial case assessment and request additional information before progressing to underwriting.
• Proactively manage own pipeline of cases pre‑and post‑offer, working with 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 to ensure SLA’s are met and exceptional customer service is maintained.
• Conduct thorough quality control reviews of each loan file to ensure completeness and accuracy prior to funding.
• Produce weekly reports on application status, time to offer and time to fund, highlighting matters of concern and opportunities for efficiency improvements in the underwriting workflow.

• Experience of mortgage or 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 departmental performance.
• Experience working in a regulated environment.
• Strong written and verbal communication skills with the ability to lead and mentor others.

• 26 days holiday, with an extra day off for your birthday (increasing to 30 days with service), plus bank holidays.
• Free access to company holiday homes.
• Buy and sell holidays.
• Discretionary annual bonus and an additional Shared Reward Bonus.
• Matched pension contribution.
• Health cash plan and private medical insurance.
• Life assurance and critical illness cover.
• Travel season ticket loans and Ride to work scheme.
• Free local gym access.
• Local bar and restaurant discounts.

Charles Street embraces diversity and inclusion and is an equal opportunity workplace. We welcome and celebrate differences, support them, and value colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills.

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