Mortgage Case Manager

Job title: Mortgage Case Manager
Location: Southend-On-Sea
Industry: Financial Services
Salary: £20,000 - £24,000
Reference: 1398
Contact name: Naomi Little
Contact email:

Job description

Boxtree Recruitment have been engaged to Mortgage Case Manager for a very exciting, growing and successful whole of market broker in Essex.  Our client has a competitively priced and attractive proposition for an ambitious individual.


  • Diary Management of own case load
  • Uploading client documentation to lender portals and network systems
  • Reviewing client documentation for authenticity
  • Chasing lenders, solicitors and estate agents via phone and portals for case updates
  • Keying of copious and accurate call notes and follow up tasks for compliance purposes
  • Preparation of paperwork and applications
  • Maintaining and updating data on back office systems
  • Handling general telephone enquiries and inbound calls
  • Liaise with advisers and clients on the progress of each application via our bespoke CRM system
  • Booking adviser appointments with warm leads



  • The successful candidate will ideally have at least 1 years’ experience within a mortgage administration role.


Company Benefits:

  • Flexible work from home opportunity
  • Attractive basic salary
  • Company wide pension scheme


Please note that we expect a high response to this position if you have not had a response within the next 3 days please assume that on this occasion you have been unsuccessful.

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