Candidates: Create an Account or Sign In
A leading non - bank lender, awarded a spot in The Sunday Times "Best Place to Work," reflecting its dedication to creating an exceptional workplace!
Join our dynamic team specializing in providing exceptional lending solutions. We are seeking a dedicated Bridging Case Manager to support our underwriting team with the day-to-day processing of loan applications from the initial stage through to completion.
Job Purpose:
This role focuses on assisting the Bridging underwriting team, ensuring efficient processing of loan applications and maintaining a ‘gatekeeper’ approach at all stages.
Key Responsibilities:
* Proactively manage a pipeline of cases to ensure swift completion of applications.
* Provide timely, accurate, and appropriate responses to phone calls, inquiries, or correspondence from clients, lenders, or conveyancers.
* Conduct various security and KYC checks on borrowers.
* Understand Lending Policy and flag potential issues to assist underwriters with assessments and approvals.
* Review application forms, loan documentation, credit reports, valuation reports, bank statements, and land registry documentation.
* Handle queries from introducers, direct clients, and third parties, keeping them updated on the progress of their applications and delivering excellent service.
* Obtain and chase quotes from third parties, including valuers, solicitors, and quantity surveyors.
* Prepare offer documentation, including ESIS and Facility Letters.
* Attend and contribute to internal team meetings.
* Organize and maintain internal digital filing systems.
* Accurately enter data and continually update internal CRM systems.
* Proactively identify process improvements/issues before they impact service.
* Work effectively and collaboratively as part of a team and with wider business stakeholders.
* Manage the handover of completed loans to the servicing team.
* Adhere to all risk, compliance, and financial crime-related policies, procedures, and reporting obligations.
Core Skills:
* Strong communication skills
* Excellent attention to detail and high standards
* Ability to organize and prioritize workload
* Ability to multi-task and work on your own initiative with a flexible approach
* Proficient in administration, computer literacy, and communication
* Understanding of Credit Agency reports, KYC, AML, and fraud prevention systems
Experience:
* Minimum of 2 years of case management experience
* Previous experience working at a bridging/specialist lender is advantageous
What We Offer:
* Competitive salary
* Professional development opportunities
* Hybrid working options
* Holidays 28 day + Bank Holidays
* Supportive Leadership
* A supportive and collaborative work environment
If you are a proactive individual with a strong eye for detail and experience in mortgage case management, we would love to hear from you. Apply now to join our dedicated team and contribute to our success