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Case Manager
Remote working/Leicestershire
£negotiable
Our client is a customer centric, market leader in the mortgages and savings space. They offer niche, complex mortgages to their customers, including short term lending in the bridging and development finance space. They are looking to expand their team with a Case Manager, to undertake all mortgage servicing and projects assigned to them. The role will very much focus on the bridging/development finance loans; therefore, it would be highly desirable if you had exposure in this area.
Their head office is based in Leicestershire; however, they are happy for this role holder to be mainly remote, with perhaps one or two days based at their head office.
Duties of the Case Manager will include:
- Manage and complete daily tasks allocated to the work queues within our operating system - specifically short & development
- Short term loan monitoring - Manage and monitor facilities through term to repayment, including adherence to offer conditions and exit strategies. Requests for an extension. End of Term Agreement to be put in place, with regular monitoring of circumstances. Recording of patterns and trends with exit strategies and market influences.
- Development loan monitoring - Requests for drawdown and the requirements needed to meet the request, with regular monitoring of circumstances and progress towards completion
- Quality of book - Identify areas of potential risk through gap analysis.
- Lending into retirement customers management - recognise potential customers who could benefit from a referral to an equity release/lifetime mortgage company.
The successful individual will possess previous experience in mortgage servicing, ideally with bridging/development finance loans. If you have a wealth of experience in servicing, with bridging knowledge (but not hands on experience) our client would still consider this.
