Full job descriptionMortgage Case Manager
Hampshire
We are working with a specialist property finance and mortgage brokerage looking to hire reliable, detail-oriented Paraplanner to support senior brokers with the day-to-day administration.


Key Responsibilities
· Manage cases from application through to completion
· Transfer and maintain data
· Prepare, update, and maintain accurate case notes, timelines, and deal trackers
· Ensure all documents are correctly named, saved, filed, and version-controlled
· Request and chase outstanding client documents
· Follow up with lenders, underwriters, valuers, solicitors, estate agents, and brokers
· Assist with preparing lender application packs
· Upload and manage documents on lender portals and internal systems
· Check submissions for accuracy, completeness, and readiness before submission
· Maintain a live pipeline of all cases
· Maintain accurate, well-organised client files
· Follow firm policies, procedures, and data protection (GDPR) requirements
· Support brokers with compliance checks and audit-ready files
· Ensure records are complete, clear, and up to date


Key Skills
· Extremely organised with excellent attention to detail
· Comfortable chasing people politely but persistently
· Able to follow instructions accurately and consistently
· Confident using Microsoft office
· Able to manage multiple cases at the same time
· 3+ years experience sourcing and managing cases in the UK mortgage market