Case Manager - Customer Services Mortgages

Are you an experienced Mortgage Administrator or IFA Administrator looking for a role where you can take ownership of cases and make a real impact?

Do you enjoy building strong relationships with clients, advisers, and lenders while ensuring applications progress smoothly from start to finish?

Juice Recruitment is delighted to be supporting a well-established and growing financial services business in the search for a Case Manager.

This is an excellent opportunity for an experienced Mortgage Administrator or IFA Administrator to join a professional and supportive team where client service is at the heart of everything they do.

Working remotely, you'll play a key role in managing mortgage applications from submission through to completion, ensuring clients receive a seamless experience while supporting advisers and maintaining strong relationships with lenders and third-party partners.

DAY TO DAY

• Managing mortgage applications from submission through to completion.


• Acting as the main point of contact for clients throughout the application journey.


• Liaising with lenders and providers to obtain updates and progress cases efficiently.


• Requesting and managing outstanding documentation from clients.


• Proactively identifying and resolving issues that could impact application timescales.


• Reviewing mortgage offers and ensuring all information is accurate before notifying advisers.


• Keeping advisers informed of case progress and any potential challenges.


• Maintaining accurate and compliant client records within the CRM system.


• Liaising with introducers and trusted third-party partners where appropriate.


• Uploading and allocating client documentation and correspondence.

• Previous experience working in a mortgage or IFA role, ideally within customer services or administration.


• Excellent communication and relationship-building skills.


• Strong organisational abilities with the capacity to manage multiple cases simultaneously.


• Exceptional attention to detail and accuracy.


• Confidence in dealing with lenders, clients, and advisers professionally.


• A proactive approach to problem-solving and case progression.


• Strong IT skills and experience using CRM systems.


• CeMAP qualification, or working towards it, would be advantageous but is not essential.

• Competitive salary dependent on experience.


• Fully remote working.


• Ongoing training and professional development opportunities.


• A supportive and collaborative team environment.


• The opportunity to join a growing and successful financial services business.


• A varied role where your expertise and contribution will be highly valued.


• Long-term career development opportunities within a professional and customer-focused organisation.

INDS

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