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Case Manager
4 months ago
Case Manager - Bridging and Commercial Finance
Up to £29,000 plus bonuses - Hybrid Working
We are looking for a Case Manager / Packager, in this role you would be supporting Credit Managers throughout the loan application process. This involves close collaboration with various stakeholders, including the sales team, brokers, borrowers, valuers, asset managers, and solicitors. Responsibilities for the Case Manager - Bridging Finance:
·Conduct a pre-underwrite of loans for Credit Managers, offering valuable insights and assistance on various loan applications.
·Provide support to Credit Managers by reviewing underwriting and legal requirements, legal documents, valuations, and preparing internal tools and forms for completion.
·Supervise the Credit Analyst team, ensuring workloads are monitored and tasks are completed promptly, providing assistance with overflow tasks.
·Review reports, invoices, and bank statements, preparing approval forms for the necessary approvals.
·Oversee the Asset Manager panel, ensuring that service levels are consistently maintained.
·Qualifications and Skills for the Case Manager - Bridging Finance:
·Previous experience in a similar role within the financial or lending industry.
·Strong understanding of underwriting and legal requirements for loan applications.
·Proficient in report generation and analysis.
·Detail-oriented with the ability to review legal documents, valuations, and financial statements accurately