BuildStore Mortgage Services Case Manager

Location: Livingston (office-based during the three-month probationary period and until training has been successfully completed, with hybrid working of up to two days per week from home available thereafter)

Salary: £30,000 per annum

Bonus: Performance-related bonus available following successful completion of probation, with the potential to earn an additional £3,000 per annum

Contract: Full-time, Permanent

Working Hours: Monday to Friday 8.30am - 5.00pm

About BuildStore Mortgage Services

BuildStore Mortgage Services is a specialist mortgage brokerage and one of the UK's leading experts in self-build, custom-build, renovation and conversion finance. With access to a wide range of lenders, including exclusive products designed specifically for homebuilding projects, we help customers secure the most appropriate funding solutions for their individual circumstances.

As part of the wider BuildStore group, we have been supporting customers with their homebuilding ambitions for over 25 years, combining specialist knowledge, expert advice and exceptional customer service. Our reputation has been built on delivering high-quality outcomes for customers, maintaining strong relationships with lenders and providing market-leading expertise in a highly specialist area of the mortgage market.

About the Role

Due to continued growth, BuildStore Mortgage Services is looking to recruit an experienced Mortgage Case Manager to join our specialist mortgage team.

Working alongside BuildStore's Mortgage Advisers and the wider BuildStore team, you will play a key role in supporting customers throughout their mortgage journey. As part of a collaborative and high-performing team, you will be responsible for packaging and progressing mortgage applications from Decision in Principle (DIP) through to mortgage offer, ensuring applications are submitted accurately, efficiently and in line with lender requirements.

The role involves working closely with Mortgage Advisers, lenders and customers to ensure applications progress smoothly and efficiently through the mortgage process. You will act as a key point of contact throughout the application journey, helping to resolve queries, obtain outstanding information and provide proactive updates to all parties involved.

Success in this role relies on a strong team approach, with everyone working together to deliver excellent customer outcomes, maintain strong lender relationships and support the continued growth and reputation of BuildStore Mortgage Services.

What You'll Be Doing

• Reviewing and processing Decisions in Principle (DIP) applications
• Managing and progressing mortgage applications from DIP through to mortgage offer
• Assessing cases and issuing clear requirements to customers and Mortgage Advisers
• Reviewing financial documentation and supporting application documentation
• Reviewing project information, including costings and cashflows where applicable
• Packaging and submitting fully reviewed, quality-checked mortgage applications to lenders
• Instructing and managing valuations where required
• Managing case progression and maintaining accurate system updates
• Liaising with customers, Mortgage Advisers and lenders by phone and email
• Actively chasing outstanding information to progress applications
• Working collaboratively with colleagues across the wider BuildStore team
• Supporting colleagues and providing cover where required

What We're Looking For

Essential:

• Proven experience as a Mortgage Case Manager within a mortgage brokerage, lender or packaging environment
• Experience progressing mortgage applications from DIP through to Offer
• Strong understanding of lender requirements and mortgage documentation
• Excellent attention to detail and accuracy
• Ability to manage workload and meet deadlines
• Strong communication and relationship-building skills
• Ability to work effectively as part of a team
• Confidence using Microsoft Office and internal systems

Desirable:

• Experience of processing self-build, renovation or conversion mortgage applications
• Knowledge of lender criteria and mortgage packaging
• Experience working with specialist or complex mortgage cases
• CeMAP qualified or working towards qualification
• Structured onboarding and specialist lending training provided
• Office-based during probation

Training, Development & Career Progression

• Structured onboarding and specialist lending training provided
• Office-based during probation
• Hybrid working available following successful completion of probation (maximum 2 days per week from home)
• Ongoing development opportunities within BuildStore Mortgage Services and the wider BuildStore group
• Support available towards completion of CeMAP qualifications
• Clear opportunities for career progression for high-performing individuals
• 25 days annual leave plus bank holidays
• Company pension scheme
• Life insurance
• On-site parking
• Competitive salary
• Performance-related bonus scheme available following probation
  
  
  

What We Offer

• 25 days annual leave plus bank holidays
• Company pension scheme
• Life insurance
• On-site parking
• Competitive salary
• Performance-related bonus scheme available following probation

Apply Now