Job Description

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!