Charlie Mallin
Penistone
Summary
Experienced administrator specializing in mortgage and financial services, demonstrating strong organizational skills and attention to detail. Proficient in case management, customer service, and document handling, ensuring accurate record maintenance in high-pressure settings. Proven ability to streamline processes and enhance operational efficiency.
Overview
11
11
years of professional experience
Work History
Mortgage Case Manager
MAB
Edinburgh
03.2025 - Current
- Managed mortgage applications from submission to completion, ensuring timely and accurate processing.
- Liaised daily with clients, lenders, solicitors, and estate agents to facilitate communication and expedite transactions.
- Deliver excellent customer service in a fast-paced environment.
- Maintained accurate CRM records and monitored application pipelines to track progress and identify potential delays.
Mortgage Case Manager
Mojo Mortgages
Sheffield
05.2024 - 02.2025
- Managed mortgage applications and complex lending scenarios.
- Processed supporting documentation with high accuracy.
- Supported customers throughout the application process.
Mortgage Case Manager
Strike FS
London
05.2023 - 05.2024
- Processed mortgage applications and updated internal systems.
- Liaised with lenders, solicitors, and clients to progress cases.
- Resolved customer queries and supported administration tasks.
Mortgage Case Manager
MAB
Barnsley
10.2019 - 05.2023
- Managed mortgage applications from enquiry to completion, ensuring timely processing and compliance with regulatory standards.
- Liaised with clients, lenders, and solicitors to facilitate efficient case progression and resolve potential issues.
- Maintained accurate records and updated CRM systems daily.
- Supported customers with complex mortgage enquiries and documentation, providing expert guidance to streamline the application process.
- Progressed from Mortgage Case Manager to Senior Case Manager
Administrator
Fleet Support
Barnsley
11.2015 - 05.2019
- Provided administration support within a busy office environment.
- Managed calls, emails, filing systems, and appointment requests.
- Assisted with budgeting, reporting, and customer enquiries.
- Liaised with customers, addressed enquiries, handled meeting requests and answered billing questions to provide outstanding customer care.
Education
NVQ Level 2 in Business Administration -
Think Barnsley
01-2015
GCSEs - English Language, Maths, Science, Geography
Penistone Grammar School
Skills
- Administration and office support
- Mortgage case management
- CRM and database systems
- Microsoft Office Suite
- Client communication
- Diary and appointment management
- Data entry and accuracy
- Team collaboration
Timeline
Mortgage Case Manager
MAB
03.2025 - Current
Mortgage Case Manager
Mojo Mortgages
05.2024 - 02.2025
Mortgage Case Manager
Strike FS
05.2023 - 05.2024
Mortgage Case Manager
MAB
10.2019 - 05.2023
Administrator
Fleet Support
11.2015 - 05.2019
NVQ Level 2 in Business Administration -
Think Barnsley
GCSEs - English Language, Maths, Science, Geography
Penistone Grammar School