Mortgage Case Manager at Together Money

Stockport, England, United Kingdom -

Full Time

Start Date

Immediate

Expiry Date

30 Jul, 26

Salary

0.0

Posted On

01 May, 26

Experience

2 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

Skills

Mortgage processing, Loan processing, Case management, Quality control, Quality assurance, Underwriting support, Pipeline management, Stakeholder management, Reporting, Mentoring, Communication, Legal document assessment, Financial assessment, Bridging finance, Buy-to-let

Industry

Financial Services

Description

Company Description Benefits of working at Charles Street 26 days holiday, and a day off for your birthday (increasing with service to 30 days), plus bank holidays Free access to company holiday homes Buy & sell holidays Discretionary annual bonus plus an additional Shared Reward Bonus Matched pension contribution Health cash plan plus Private medical insurance Life assurance and Critical illness cover Travel season ticket loans and Ride to work scheme Free local gym access Local bar / restaurant discounts ––––––––––––– Company Description Charles Street Finance (“CSF”) is a specialist secured lender based in Cheadle, South Manchester. Established in 1983, we’re a small team but have doubled the size of the loan book over 2 years such that we are seeking to grow and enhance the existing personnel in key areas to further facilitate our ambitions. We are all about a common-sense proposition built around attention to detail and speed of response whilst always putting the customer at the heart of everything we do. A can-do approach fuels our speed of response from enquiry through to payment. Honesty and integrity are fundamental principles across the customer journey and the many long-standing relationships we have cultivated are testament to our service levels and reliability. Job Description As a Case Manager, you will work as part of our Charles Street division, which operates with great success supporting professional property developers and investors to access bespoke funds for key projects including Bridging finance, Buy-to-let and Development exits. You will manage the processing of mortgage applications to deliver an outstanding service to new and existing customers, enhancing process improvement and quality control across the team. As a Case Manager, we are looking for someone to: Have oversight of new applications received, providing an initial case assessment and requesting any additional information required before progressing to underwriting Proactively manage your own pipeline of cases both pre and post offer, using a pro-active approach to manage 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 in order to ensure SLA’s are met and an exceptional customer service is maintained Conduct a thorough quality control review of each loan file to ensure completeness and accuracy prior to funding Produce weekly reports on the status of applications, time to offer and time to fund; highlighting any matters of concern and areas for efficiency improvements in the underwriting workflow Qualifications Essential Experience of mortgage / 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 department performance Experience of working in a regulated environment Strong communication skills both written and verbal with the ability to lead and mentor others If you feel you have some of the skills mentioned above, but not all, please do still apply and we would be happy to have a further discussion with you in regards to your suitability for the role Additional Information ––––––––––––– Charles Street embraces diversity and inclusion, and are proud to be an equal opportunity workplace. Not only do we welcome difference – we celebrate it, support it and really value our colleagues for who they are. We are committed to building a team that represents a variety of backgrounds, perspectives and skills. If you feel you'd benefit from any support or reasonable adjustments during any stage of the recruitment process, please don’t hesitate to let us know when completing your application. This information will be picked up by our team, so we can try and put steps in place to help you be at your best through this process. Click here for more information on our Recruitment Process Please note that all successful applicants will undergo relevant employment reference, financial and criminal record checks. #TMHP Working Hours: Standard (09:00am-17:30pm) Department: Charles Street Office or Field Based: Office Based (Cheadle, SK8 3GW) Contract type: Permanent

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Responsibilities

Manage the end-to-end processing of mortgage applications, including initial assessment, pipeline management, and quality control. Provide coaching and support to the team while ensuring service level agreements are met and reporting on performance metrics.