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!