Mortgage & Protection Case Manager at Greywood Financial
KLW8, , United Kingdom -
Full Time


Start Date

Immediate

Expiry Date

01 Dec, 25

Salary

40000.0

Posted On

01 Sep, 25

Experience

1 year(s) or above

Remote Job

Yes

Telecommute

Yes

Sponsor Visa

No

Skills

Good communication skills

Industry

Financial Services

Description

MORTGAGE ADVISOR / CASE MANAGER

Salary: £24,500 – £45,000 (DOE + completion incentives)
Location: Kings Langley, Hertfordshire
Hours: Monday–Friday, 9:00am – 5:30pm
Benefits: Free on-site parking
We are seeking a motivated Mortgage Advisor / Case Manager to support two directors across a busy and growing caseload, with the majority being remortgage cases. You’ll manage the post-sale process from application through to offer and completion, ensuring clients are kept informed and cases progress smoothly.
This role suits someone who thrives on organisation, client interaction, and driving results. You’ll be directly rewarded with incentives for each case completion.

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Responsibilities
  • Collect and check client documents
  • Package mortgage and insurance applications accurately
  • Submit and manage cases through to completion
  • Keep CRM systems and client records fully updated
  • Liaise with clients, lenders, and solicitors throughout the process
  • Book client meetings and update fact finds
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