Mortgage Case Manager
3 months ago
Job Role
Manage a case pipeline in a fast-paced environment, prioritizing workflows and coordinating with internal (Underwriters, Credit Admin, Risk, Branches, BDMs) and external stakeholders (Solicitors, Customers, Brokers, Valuers) to ensure efficient assessment and completion of Buy-to-Let applications.
Key Responsibilities
- Review legal documents and completion queries, providing written and verbal responses.
- Liaise with stakeholders to progress cases to completion.
- Act as the primary contact for solicitors and brokers post-mortgage offer, managing offer-related queries.
- Understand and apply BTL credit policy to resolve queries and manage escalations.
- Ensure legal conditions of the mortgage offer are met.
- Monitor and manage the expiration of valuations, credit searches, and offers.
Competency
- In-depth knowledge of Buy-to-Let/Asset-backed loans and mortgage completions.
- Experience in managing post-offer documentation.
- Proficiency in MS Office (Excel, Word, PowerPoint).
Person Specification
- Strong interpersonal and communication skills
- Understanding of credit reports and underwriting processes
- Expertise in UK banking products and legal/completion matters
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