Are you ready to take your underwriting experience to the next level in a fast-paced, purpose-driven environment? As a Case Handler, you'll be responsible for managing a pipeline of mortgage applications from submission through to authorisation. This role requires strong attention to detail, excellent communication skills, and a passion for delivering great customer outcomes.
You'll work closely with internal teams and external stakeholders to verify documentation, assess individual circumstances, and make informed lending decisions. If you thrive in a target-driven setting and enjoy problem-solving, this could be the perfect next step in your career.
Key Responsibilities
- Manually underwrite mortgage applications in line with regulatory standards and internal policies
- Review supporting documentation and request additional information where needed
- Maintain accurate customer records and application details
- Communicate clearly with customers, brokers, and internal teams throughout the process
- Ensure decisions are fair, evidence-based, and tailored to individual circumstances
- Meet and exceed performance targets and KPIs
✅ What We're Looking For
Essential:
- Minimum 12 months' experience assessing or processing loan applications
- Proven ability to perform in a fast-paced, KPI-driven environment
- Experience managing high volumes of cases while maintaining quality standards
Desirable:
- Strong questioning and analytical skills
- Familiarity with adverse credit indicators and vulnerable customer identification
- Excellent verbal and written communication
- High level of accuracy and attention to detail
- Proficient in Microsoft Office and numeracy
What's in It for You
- Clear progression pathway, including opportunities to move into mortgage advice
- Up to 25 days' annual leave + bank holidays + your birthday off
- Regular social events and a collaborative team culture
