Case Manager
Bridging Finance
London
Hybrid (2 days a week from home)
£35-£37k
We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion.
Responsibilities:
*Managing a pipeline of cases pro-actively to ensure swift completion of applications
*Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence
*Running various security and KYC checks on borrowers.
*Reviewing application forms and loan documentation
*Dealing with queries from introducers direct clients and third parties
*Obtaining and chasing quotes from third parties
*Organising and maintaining internal digital filing systems
*Accurate Data entry and continual updating of internal CRM systems
*Proactively identify process improvements/issues before they impact service
*Work effectively and collaboratively as part of a team and wider stakeholders of the business.
*Manage the handover of the loan once complete to the servicing team.
Skills and experience:
*Minimum of 2 years mortgage case management experience
*Previous experience of working at a bridging/specialist lender is advantageous
*Strong communication skills
*Strong attention to detail and high standards
*Organisation and prioritisation of workload
*Ability to multi-task and work on your own initiative with a flexible approach to work