Mortgage Case Manager
Posted 4 days 19 hours ago by KFS Recruitment
Mortgage Case Manager
Hampshire
Part time (6 hours per day, 4 days per week )
We are working with a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Part Time Paraplanner to support senior brokers with the day-to-day administration.
Key Responsibilities
Manage cases from application through to completion
Transfer and maintain data
Prepare, update, and maintain accurate case notes, timelines, and deal trackers
Ensure all documents are correctly named, saved, filed, and version-controlled
Request and chase outstanding client documents
Follow up with lenders, underwriters, valuers, solicitors, estate agents, and brokers
Assist with preparing lender application packs
Upload and manage documents on lender portals and internal systems
Check submissions for accuracy, completeness, and readiness before submission
Maintain a live pipeline of all cases
Maintain accurate, well-organised client files
Follow firm policies, procedures, and data protection (GDPR) requirements
Support brokers with compliance checks and audit-ready files
Ensure records are complete, clear, and up to date
Key Skills
Extremely organised with excellent attention to detail
Comfortable chasing people politely but persistently
Able to follow instructions accurately and consistently
Confident using Microsoft office
Able to manage multiple cases at the same time
3+ years experience sourcing and managing cases in the UK mortgage market
Nice to Have
Working Style
Office hours are 9am to 3pm, Monday to Thursday, hybrid