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Case Manager

3 months ago


Swansea, United Kingdom D&R Recruitment Careers Full time

Case Manager Bridging and Commercial Finance
Location: Cardiff / Swansea

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. You will be integral to the smooth progression of loan applications, ensuring a high level of efficiency and customer satisfaction.

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.

Communicate effectively with brokers, borrowers, and other third parties to maintain positive relationships.