Case Manager
Bridging Finance
Hampshire - Hybrid (1 day a week in the office)
We are growing our business and expanding the team by taking on a Case Manager. This is your chance to be a part of that growth.
Working very closely with our Property Finance Advisors you will be responsible for processing each finance application and managing client cases through to completion in a timely and efficient manner, using a wide range of skills including written and oral communication, administration, risk management and data analytics.
You will be expected to;
*Ensure a smooth process from start to finish of all applications
*Proactively managing finance application cases and completing all administration
*Ensuring excellent customer service is maintained throughout the whole process
*Answering written or verbal enquiries promptly
*Proactively chase applications through to completion, updating all parties
*Processing all systems and procedures within the set timeframes.
*Handling client documents in a compliant manner that’s aligned with GDPR.
*Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
*Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
*Review credit reports
*Conduct credit searches
*Previous experience processing residential and commercial mortgage cases is required
Skills / Experience
Lives in and around Hampshire/Surrey
2 years min experience in property finance case manager and admin