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Contact Stellar Select

Stellar Select

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Mortgage Case Manager

Cowbridge, Vale of Glamorgan

Stellar Select

Contact Stellar Select

Hours
Full Time
Posted
1 day ago
Salary
£25,000 - 30,000 - Annum
Recruiter
Stellar Select
Closes
11 May 2026
Course
No
Recruiter Type
Direct Employer

Description

Job Title: Mortgage Case Manager

Location: Cowbridge

Salary: £25,000 to £30,000 depending on experience

Hours: Monday to Friday 9 am to 5.30 pm

Benefits:

Pension 10% employer contribution with 5% employee contribution

Group Annual Bonus of up to 10% (subject to group/individual performance)

25 days holiday plus bank and public holidays

X4 death in service

Staff Mortgage Scheme

UniformAbout the position of Mortgage Case Manager:

Are you an experienced mortgage professional looking for real progression and a long-term career in financial services?

We're proud to be partnering with one of Wales's most respected building societies to recruit a Mortgage Case Manager.

This is a high-visibility, front-line role with a clear route to progression. You'll be joining a successful and growing mutual that has been trading for over 100 years, now expanding further across Wales and into England. With over £200 million in assets and a strategy focused on specialist lending, the Society offers a dynamic and rewarding work environment.

Responsibilities for the role of Mortgage Case Manager:

Process new and further advance mortgage applications from receipt to underwriting submission

Assess applications to ensure they meet lending criteria and include all required documentation

Conduct detailed reviews of income, affordability, credit history and property type

Liaise directly with customers, intermediaries, solicitors, and internal teams to progress applications

Support the Business Development Manager (BDM) with day-to-day mortgage case handling

Maintain accurate records and electronic case files using the Society's internal systems

Offer savings-related product information to customers when required

Assist with generating new mortgage business from existing and new introducers

Support compliance with all lending, regulatory and legal policies

Identify and help implement operational improvements where applicableExperience and skills required for the role of Mortgage Case Manager:

Previous experience in mortgage administration or case handling (essential)

Excellent organisational, analytical and diary management skills

Strong verbal and written communication abilities

Comfortable dealing xjnqpsq with brokers, introducers and direct customers

Able to assess complex mortgage applications including self-employed and non-standard cases

CeMAP or Level 3 qualification in Mortgage Advice

Competence in using Microsoft Office and internal CRM systems

Ability to work independently and as part of a collaborative team

Commitment to high-quality customer service and professional standardsFor more information regarding the role of Mortgage Case Manager please get in touch with us.

Stellar Select is acting as an employment agency and is a corporate member of the REC.

Due to a high volume of applications, we will only contact you if your application has been successful. We aim to contact all successful contacts within two business days

Ad ID: 5418006203

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