Mortgage Case Manager

Mortgage Case Manager

Hampshire

We are working with a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented 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