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. WHAT WE'D LOVE TO SEE • 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. FOR YOU • 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. Apply today or contact Juice Recruitment for a confidential conversation. INDS