Case Manager - Residential Mortgages

West One Loans; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A financial services company is seeking a Case Manager for Residential Mortgages in Watford. This entry-level, full-time role involves engaging with stakeholders to progress cases and ensuring compliance with mortgage conditions. The ideal candidate will possess strong organisational skills, attention to detail, and a positive attitude. Experience in the secured lending sector is beneficial but not required. This position offers an opportunity to grow within a supportive team environment.

Qualifications

• Experience within the secured lending sector.
• Good understanding of the underwriting process.
• Previous experience managing a caseload in a fast‑paced environment.

Responsibilities

• Engage with stakeholders to progress cases.
• Monitor and manage document expiration.
• Ensure mortgage conditions are satisfied before completion.
• Work closely with the underwriting team.

Skills

Strong organisational skills

Excellent attention to detail

Time management

Positive attitude to develop and expand knowledge

Good verbal and written communication skills

Education

GCSE English & Maths

Tools

Microsoft Office software

Job description

Case Manager - Residential Mortgages at West One Loans

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Key Accountabilities

• Engage with relevant stakeholders internally and externally to obtain information and progress cases to completion
• Monitor and manage upcoming expiration of documents and offers
• Update all relevant systems to maintain accurate management information
• Ensure all mortgage conditions are satisfied before cases complete
• Work closely with the underwriting team to manage the post‑offer caseload
• Provide daily/weekly/monthly completion forecasts to line manager
• Gain a full understanding of the underwriting process and cross‑skill to provide cover when required
• Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly
• Instruct solicitors to act on behalf of West One in the transaction
• Carry out QA checks for other underwriters
• Act as the point of contact for incoming calls to the team’s main group telephone number
• Return any original documents to clients
• Pass internal competency tests post induction

Skills & Competencies

• Strong organisational skills
• Excellent attention to detail
• Time management
• Competent user of Microsoft Office software
• Positive attitude to develop and expand knowledge
• Ability to perform under pressure and meet deadlines
• Good verbal and written communication skills

Knowledge & Qualifications

• Experience within the secured lending sector
• Good understanding of the underwriting process
• Previous experience managing a caseload in a fast‑paced environment
• Industry relevant qualifications are beneficial but not required
• Experience within an administrative role
• GCSE English & Maths

Personal Attributes

• Excellent communication skills
• Resilient and flexible
• Team player
• Approachable and self‑motivated

We believe that working together collaboratively is the best way to serve our customers and develop our colleagues. We are very focused on developing and maintaining our culture and remaining dedicated to the CREDIT values on which Enra was built: Customers, Results, Energy, Development, Invention and Teamwork. We live and breathe these values every day and want to ensure they underpin our future success.

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Location: London, England, United Kingdom

Seniority level: Entry level

Employment type: Full‑time

Job function: Finance and Sales