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Case Manager - Property Finance
Up to £35,000 + Bonuses
Altrincham
About the position of the Case Manager - Property Finance
We have a great opportunity to join a specialist bridging finance lender as a case manager. You will be responsible for maintaining and managing a pipeline of bridge cases after a loan offer has been issued and for providing admin support to the underwriters across their lending division
Responsibilities for the role of Case Manager - Property Finance
- Engage with relevant stakeholders both internally and externally to obtain information to progress cases to completion.
- Monitor and manage the upcoming expiration of documents and offers.
- Update all relevant systems to maintain management information.
- Ensure that all loan conditions are satisfied before cases are completed.
- Work closely with the underwriting team to effectively manage the post-offer caseload.
- Process incoming completion documentation either via post, email etc.
- Provide daily/weekly/monthly completion forecasts to the line manager.
- Gain a full understanding of the underwriting process (underwriting cross-skill to provide cover when required).
- Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
- Carrying out a QA check for other underwriters.
- As experience increases, the trainee underwriter's cases will need to be QA-checked by another member of the team.
- A point of contact for incoming calls to the team's main group telephone number.
- Return any original documents to clients.
Experience and skills required for the role of Case Manager - Property Finance
- Experience within the property finance sector is essential,
- A good understanding of the underwriting process is desirable but not essential.
- Industry-relevant qualifications are beneficial but not a requirement.
- Experience within an administrative role.
- GCSE English & Maths.
For more information regarding the role of Mortgage Case Manager please contact us
