Full job descriptionSenior Mortgage & Protection Case Manager
Location: Hemel Hempstead, Hertfordshire
Salary: Competitive, dependent on experience
Job Type: Full-time, Permanent
Working Hours: Monday – Friday, 9:00am – 5:30pm


The Opportunity
We are currently recruiting for an experienced Senior Mortgage & Protection Case Manager to join an established and growing mortgage and protection brokerage based in Hemel Hempstead.
This is an excellent opportunity for an experienced mortgage professional looking to take the next step in their career, with the opportunity to take ownership of cases, support advisers and contribute to the continued growth of the business.
The successful candidate will be responsible for managing mortgage and protection applications from initial submission through to completion, ensuring cases are proactively progressed, accurately documented and delivered to the highest possible standards.
Working alongside three advisers and another case handler, you will play an important role in the day-to-day running of the business and help maintain an exceptional level of customer service.
We are looking for someone who is confident, highly organised, commercially aware and has extensive knowledge of the mortgage process, lender requirements and protection products.


Key Responsibilities
*Take full ownership of mortgage and protection cases from application through to completion.
*Manage the end-to-end mortgage application process, ensuring all requirements are met.
*Oversee protection applications and liaise with relevant providers.
*Liaise effectively with lenders, underwriters, solicitors, clients, introducers and advisers.
*Proactively manage and maintain the case pipeline, ensuring applications progress within expected timescales.
*Demonstrate a strong understanding of lender criteria, underwriting requirements and mortgage products.
*Manage complex cases, identify potential issues and implement effective solutions.
*Ensure all case files are accurately documented and meet compliance and regulatory standards.
*Maintain excellent communication with clients throughout the application process.
*Carry out quality control checks and maintain high standards of accuracy.
*Identify opportunities to improve internal processes and efficiencies.
*Provide support, guidance and mentoring to junior members of the team.
*Build and maintain strong professional relationships with clients, lenders and introducers.


Skills, Knowledge & Experience
The ideal candidate will have:
*Significant experience within the mortgage industry, ideally in a senior mortgage case management position.
*An excellent understanding of the end-to-end mortgage process.
*Good knowledge of mortgage lender criteria, products and underwriting requirements.
*Previous experience managing protection applications.
*Strong knowledge of compliance and regulatory requirements within financial services.
*Excellent communication and interpersonal skills.
*Outstanding customer service skills and a professional telephone manner.
*Exceptional attention to detail and accuracy.
*Strong organisational and time management skills.
*The ability to manage multiple cases and competing priorities effectively.
*A proactive, self-motivated and solutions-focused approach.
*The ability to work independently and take full responsibility for workloads.
*Strong IT skills and experience using CRM systems.
*An understanding of confidentiality and data protection requirements.
*The ability to work under pressure while maintaining high standards.
*Experience supporting or mentoring junior colleagues.


Qualifications: CeMAP qualified, or willing to undertake further relevant qualifications.
Salary, Benefits & Additional Earnings
*Alongside a competitive salary, the successful candidate will benefit from:
*Discretionary annual performance-related bonus, subject to company profitability.
*Free gym membership following successful completion of probation.
*Private Medical Insurance following successful completion of probation.
*28 days annual leave, inclusive of bank holidays.
*Workplace pension.
*Genuine opportunities for career progression and professional development.


Additional Commission Opportunities
There is also the opportunity to earn additional commission through personally introduced business.


The Ideal Candidate
This position would suit an experienced Mortgage Case Manager or Senior Mortgage & Protection Case Manager who is looking for greater responsibility, additional earning opportunities and the chance to become an integral part of a growing brokerage.
You will be someone who takes pride in your work, enjoys managing cases from start to finish and understands the importance of delivering an exceptional experience for every client.
If you have the experience, knowledge and drive to make a real difference, we would love to hear from you.


How to Apply
If you are interested in this opportunity and feel your experience matches the requirements, please apply with your up-to-date CV.
All applications will be treated confidentially.