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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
