Commercial Case Manager
Location: Office-based
Hours: Monday to Friday, 9:00am – 5:30pm
We are seeking an experienced Commercial Case Manager to join our growing Commercial team. In this role, you will be responsible for managing mortgage applications from submission through to completion, ensuring each case progresses smoothly and efficiently in line with company policy, credit requirements, and regulatory standards.
This is a key role within our lending operation, acting as the central point of contact between brokers, underwriters, and other stakeholders to deliver a first-class service and ensure timely, high-quality outcomes for our clients.
Key Responsibilities
* Manage a pipeline of commercial applications from initial submission through to completion.
* Liaise with brokers, Business Development Managers (BDMs), surveyors, solicitors, and internal underwriting teams to ensure cases are processed efficiently and accurately.
* Review submitted documentation to confirm completeness and adherence to lending criteria.
* Coordinate property valuations and legal work, ensuring requirements are met within agreed timescales.
* Monitor and manage case progress, proactively identifying and resolving potential delays or issues.
* Support underwriters by gathering and verifying information needed for credit assessment.
* Maintain accurate and detailed case records in line with company and regulatory standards.
* Provide regular updates to brokers and internal teams, ensuring clear communication throughout the process.
* Uphold high service standards and contribute to continuous process improvements.
Skills & Experience
* Previous experience in a case management or mortgage processing role within the financial services or property lending sector.
* Strong understanding of the specialist market.
* Excellent communication and relationship management skills, with the ability to work collaboratively with multiple stakeholders.
* Highly organised, with the ability to manage multiple cases and deadlines simultaneously.
* Strong attention to detail and accuracy in documentation and data handling.
* Proficient in using CRM or case management systems.
* Positive, solution-focused attitude and a commitment to delivering excellent customer service.
What We Offer
* Competitive salary and discretionary bonus
* Pension and benefits package
* Ongoing career development and training opportunities
* Supportive, collaborative, and dynamic team environment