Job Description
A superb opportunity is available with a specialist lending broker, for an experienced case manager, working on a hybrid basis, 4-days at home, office in Fleet.
Case Manager – Bridging and BTL
This is your chance to be a part of that growth. Working very closely with its Property Finance Advisors, you will be responsible for processing each finance application and managing client cases through to completion in a timely and efficient manner, using a wide range of skills including written and oral communication, administration, risk management and data analytics.
Its team is driven to ensure that clients’ expectations are managed throughout the process and to provide the highest level of service resulting in good outcomes for our customers while maintaining the reputation of our brand.
As the Case Manager you will manage a pipeline of cases in the property investment, development, and finance space, liaising with key stakeholders, Underwriters, BDMs, Risk, Brokers, valuers, solicitors, and the client.
As a Bridging and BTL Case Manager you will be expected to:
* Ensure a smooth process from start to finish of all applications, liaising between customer and lender to ensure the customer receives the mortgage offer efficiently
* Proactively managing finance application cases and completing all administration in a timely and accurate manner.
* Ensuring excellent customer service is maintained throughout the whole process.
* Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations and maintain the positive reputation of the company.
* Proactively chase applications through to completion, updating all parties (customer, estate agent, solicitor, builder, mortgage adviser and lender).
* Processing all systems and procedures within the set timeframes.
* Handling client documents in a compliant manner that’s aligned with GDPR.
* Accurately tracking and taking notes on all actions and communications on an event log.
* Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
* Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders, and solicitors.
* Review credit reports
* Conduct credit searches
* Packaging a case with all required information
* Liaising with all key stakeholders and keeping them aware of progress or if any further information is required
* Oversee the release of completion funds
* Previous experience processing residential and commercial mortgage cases essential
Hybrid role with expectation to be in the office 1-2 days per week, in Fleet
Ideally, you’ve had previous experience in a customer service or administration role. You’ll need to be able to work both as part of a team and on your own and deliver a high level of customer service. They require a minimum of 6 GCSEs or equivalent with a minimum of a C grade in Maths & English