Richmond
Job title: Mortgage Case Manager
Reporting to: Head of Wealth Builder
Date of Issue: October 2025
Role Objective: To provide administrative support to the Shackleton Mortgage Desk.
Summary Of Job Purpose
Checking the Mortgage Adviser has provided full compliance requirements at the point of submission against agreed standards.
Assisting the Mortgage Advisers by managing applications from the point of submission through to completion.
Liaising directly with clients, mortgage lenders, and solicitors and any other relevant third parties to update on application progress, answer queries, and to obtain additional supporting documentation where required.
Uploading case documents to lender portals.
Updating our back-office system with the new business and uploading all relevant documents.
Supporting Mortgage Advisers in collating information/documents in preparation for meetings.
Booking client meetings into Mortgage Adviser diaries where required.
Ad hoc Projects.
Planning and Reporting
Deals with all aspects of work in a timely manner to facilitate mortgage applications through to completion.
Updating all relevant systems in line with agreed service levels.
External Relationships
Liaising with Lenders and Solicitors in relation to mortgage applications.
Dealing with client calls and emails.
Internal Relationships
Working closely with the Mortgage Advisers and other Mortgage Administrators.
This Job Description may be reviewed and subsequently amended to better reflect any changes required in the role.
Person Specification
Excellent interpersonal skills
Ability to communicate clearly and concisely, both orally and in writing.
Working within a fast-paced environment often needing to meet tight deadlines.
Ability to organise own workload, prioritise effectively and identify issues for escalation.
Strong computer skills.
Ability to learn new software.
Excellent time keeping.
Previous work experience in mortgage administration, ideally 3 years minimum experience required.
If you are interested in learning more about this role or want to apply, please send your CV/Application to Stuart Williams at stuart.williams@shackletonadvisers.co.uk
Seniority level
Mid-Senior level
Employment type
Full-time
Job function
Other
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