Experienced Mortgage Administrator / Case Manager — Specialist UK Property Finance Broker

About Envelop Finance

Envelop Finance is a UK-based specialist property finance broker, arranging a wide range of finance solutions for clients, including residential mortgages, buy-to-let mortgages, bridging loans, commercial mortgages, development finance, and other specialist lending.

We support clients through the full finance journey, from initial enquiry and application through to offer and completion.

We are looking for an experienced, highly organised, and detail-focused Mortgage Administrator / Case Manager to join our team on a full-time remote basis.

This role would suit someone with strong experience in mortgage administration, case management, financial services support, broker support, or specialist lending administration. Experience within the UK mortgage, specialist lending, bridging, commercial finance, or wider property finance industry would be highly preferred.

About the Role

You will be responsible for supporting property finance cases from application through to completion, helping ensure that clients, lenders, solicitors, estate agents, valuers, and advisers are kept updated and that files progress smoothly.

You should be confident managing multiple cases at once, chasing outstanding documents, updating CRM systems, and communicating professionally with clients and third parties.

This is a key role within the business, so we are looking for someone reliable, proactive, and able to take ownership of their work.

Key Responsibilities

Your responsibilities will include:

Managing mortgage and property finance cases from application to completion
Supporting cases across residential mortgages, buy-to-let, bridging finance, commercial mortgages, development finance, and other specialist property finance products
Preparing, checking, and submitting documents and application information
Packaging cases in line with lender requirements
Liaising with clients, lenders, solicitors, estate agents, valuers, and internal advisers
Chasing outstanding documents, updates, valuations, offers, and completion details
Keeping CRM and case management systems accurate and up to date
Monitoring deadlines and ensuring cases move forward efficiently
Handling client communications professionally by email and, where required, phone
Supporting compliance and file-checking processes
Maintaining accurate records and following internal processes
Providing general administrative and operational support to the business
Ideal Candidate

We are looking for someone who has:

Previous experience as a Mortgage Administrator, Case Manager, Loan Processor, Paraplanner Support, Finance Administrator, Broker Support Administrator, or similar
Experience in the UK mortgage, finance, property, specialist lending, bridging, commercial finance, or insurance industry is strongly preferred
Excellent written and spoken English
Strong attention to detail and accuracy
Excellent organisation and time-management skills
Confidence managing multiple cases and priorities
A proactive approach — someone who follows up without needing to be reminded
Experience working UK hours
High levels of confidentiality and professionalism
Good working knowledge of Google Workspace, Microsoft Office, CRMs, and online systems
Helpful but Not Essential

The following experience would be a strong advantage:

Virtual Assistant experience
Bookkeeping or finance admin experience
Xero, QuickBooks, or similar accounting software
Experience supporting a UK adviser, broker, accountant, estate agency, or financial services firm
Experience with bridging loans, commercial mortgages, development finance, or specialist lending
Client onboarding experience
Experience preparing reports, spreadsheets, or management information
Experience using mortgage CRM or case management systems
Working Hours

This is a full-time role working UK business hours.

You must be comfortable working remotely and being available during the UK working day.

Salary

The starting salary is from $1,250 USD per month, depending on experience.

We are open to discussing a higher salary for candidates with strong UK mortgage industry experience, specialist lending knowledge, excellent case-management ability, bookkeeping experience, or proven experience supporting UK finance businesses.

What We Offer
Full-time remote work
Long-term role with a growing UK specialist finance broker
Stable monthly salary
Supportive working environment
Opportunity to become a key part of the team
Exposure to a wide range of property finance cases
Opportunity to grow with the business over time
How to Apply

Please apply with:

Your CV or resume
A short summary of your mortgage, finance, case management, or VA experience
Details of any UK mortgage, specialist lending, bridging, commercial finance, bookkeeping, or CRM experience
Your expected monthly salary in USD
Your availability to start
Confirmation that you can work full-time UK business hours

Please use the subject line:

Experienced Mortgage Administrator / Case Manager — Envelop Finance

Please Read Before Applying

We are only looking for applicants who have carefully read this job advert and have relevant experience.

At the very top of your application, please write:

“Envelop Finance — I have read the full job description.”

Then answer these five questions:

What relevant mortgage, finance, property, or case management experience do you have?
Have you worked with a UK company before? If yes, in what role?
Have you worked with mortgages, bridging loans, commercial finance, or specialist lending before?
Can you work full-time UK hours?
Why do you think you would be a good fit for this role?

Generic applications, copy-and-paste responses, or applications that do not follow these instructions will not be considered.