Bridging and Commercial Case Administrator

An opportunity has arisen to work for this Financial Services organisation that specialise in supporting Independent Mortgage Brokers with their In-house Mortgage Desk for complex and packaged cases. As a fast-growing and dynamic business, they offer significant development opportunities, an entrepreneurial environment, and a platform for building a varied and rewarding career.

Overview of the Role

As a Bridging and Commercial Case Administrator, you will be responsible for managing mortgage applications from initial enquiry to completion, focusing on bridging and commercial loans. This role requires a proactive approach to coordinating with brokers, clients, lenders, and solicitors to ensure a smooth and efficient process. You will play a key part in compiling and submitting application packs, tracking case progress, and resolving outstanding documentation or information requests. The role is suited to someone with strong administrative skills, excellent attention to detail, and experience in the mortgage or financial services industry.

Key Responsibilities

• Prepare and submit Decisions in Principle (DIPs) to lenders for bridging, commercial, and semi-commercial cases.
• Complete and dispatch lender application packs, ensuring accurate and thorough information.
• Review and chase outstanding documentation from brokers or clients to complete submissions.
• Submit full applications directly to lenders or via portals, keeping relevant parties informed of progress.
• Monitor case updates from lenders and ensure timely resolution of any additional information requests.
• Coordinate valuation instructions, obtaining quotes and facilitating client/broker selection of providers.
• Track inspection dates and valuation reports, ensuring stakeholders are updated.
• Follow up with lenders on offer issuance and liaise with solicitors through the legal completion process.
• Notify brokers, clients, and sales managers of completions and manage post-completion tasks to ensure receipt of broker fees.
• Maintain comprehensive case notes, task lists, and status updates within the case management system.

Additional Expectations

• Prioritise phone calls over emails to expedite communications.
• Maintain accurate financial data and case records.
• Follow up consistently with unresponsive cases, escalating to NTU (Not Taken Up) after three attempts.
• Keep internal criteria sheets updated with the latest lender policies and rates for bridging loans.

This position demands a detail-oriented, organised individual with the ability to manage multiple tasks and deadlines while providing a high level of service to brokers and clients alike.