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 organise and prioritise 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
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