Case Manager

6 days ago


Watford Hertfordshire, United Kingdom West One Loans Full time

To maintain and manage the pipeline of 1st & 2nd charge cases after a mortgage offer has been issued and to provide administrative support to the underwriters across our mortgage lending division.

Key Accountabilities

  • Engage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completion
  • Monitor and manage upcoming expiration of documents and offers
  • Update all relevant systems to maintain management information
  • Ensure that all mortgage conditions are satisfied prior to cases completing
  • Work closely with the underwriting team to effectively manage the post offer caseload
  • Process incoming completion documentation either via post, email etc
  • Provide daily/weekly/monthly completion forecasts to line manager
  • Gain a full understanding or the underwriting process (underwriting cross skill to provide cover when required)
  • Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
  • Instructing Solicitors to act on behalf of West One in the transaction.
  • Carrying out a QA check for other underwriters.
  • As experience increases, the trainee underwriter’s cases will need to be QA checked by another member of the team.
  • A point of contact for incoming calls to the team’s main group telephone number.
  • Return any original documents to clients

Skills & Competencies

  • Pass internal competency tests post induction
  • Strong organisational skills
  • Good verbal & written communication skills
  • Excellent attention to detail
  • Time management
  • Competent user of Microsoft office software
  • Positive attitude to develop and expand knowledge
  • Ability to perform under pressure and meet deadlines

Knowledge & Qualifications

  • Experience within the secured lending sector
  • A good understanding of the underwriting process
  • Previous experience of managing a caseload in a fast-paced environment
  • Industry relevant qualifications are beneficial but not a requirement
  • Experience within an administrative role
  • GCSE English & Maths

Personal Attributes

  • Excellent communication skills
  • Resilient and flexible
  • Team Player
  • Approachable and self- motivated

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