Mortgage Case Manager at Ellis Bates Financial Advisers (now Shackleton)
Date: 9 hours ago
City: Richmond, VA
Contract type: Full time
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
Person Specification
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.
- 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.
- Liaising with Lenders and Solicitors in relation to mortgage applications.
- Dealing with client calls and emails.
- Working closely with the Mortgage Advisers and other Mortgage Administrators.
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.
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