Mortgage Case Handler

Posted 28 June 2024
Salary £30000 - £35000 per annum
Job type Permanent
Discipline HR, Business Support & Administration
ContactVictoria Butcher

Job description

Join our client - a leading business who are seeking a commercial mortgage case manager to join their team. If you have mortgage experience - we want to talk to you! This fantastic role includes NO weekends or evenings, which is great for people stuck in a unsociable working pattern.


  • Understand the terms and conditions of a commercial loan, so that they may be clearly explained to and met by the borrower.
  • Ensure information relating to borrowers and their loans is current, accurate and updated within mandated levels and in accordance with procedures.
  • Receive and resolve loan enquiries from borrowers and their representatives.
  • Liaise professionally with our third-party advisors and other areas of the business.
  • Process requests for redemption statements in a prompt and timely manner and ensure that upon receipt of required funds the loan security is released in accordance with procedures and agreed SLAs.
  • Review, calculate and process financial transactions in the system.
  • Monitor adherence to financial covenants and ongoing loan conditions.
  • Review loan documentation and information provided by borrowers as part of periodic loan reviews and identify any risks to the lender.
  • Review borrower financial accounts and identify any issues, concerns or risks to the lender.
  • Accurately report any highlighted risks or concerns proactively and in a professional manner, making recommendations to client as necessary and expressing balanced technical opinions.
  • Produce well-considered recommendations to credit committee and clients and where required attend Watchlist, Client and Credit Committee meetings to present updates and recommendations.
  • Manage non-performing loans (including arrears and breach of loan covenant) to the most successful resolution for the Client, liaising with our third-party advisors where required and where required via the lenders Watchlist.
  • Assess legal documentation including leases, security documents, variations to terms and conditions, and release documents.
  • Understand valuation reports and the implications they have on the outstanding loan and how the information contained in the report affect the lender and their security.


  • Mortgage experience in some form
  • Ability to work to tight dealines and FCA/compliance regulations
  • Good computer / IT abilities

This is a busy role based in Ipswich where you will have a fantastic opportunity to be in a business that values its employee's. You will be able to have qualifications funded within this business, and will have access to other great benefits. Apply to hear more!