Mortgage Case Manager

5 days ago


StratforduponAvon, Warwickshire, United Kingdom D&R Recruitment Limited Full time

About D&R Recruitment Limited

We are seeking a highly skilled Mortgage Case Manager to join our team at a specialist lender. As a Mortgage Case Manager, you will play a crucial role in maintaining and managing a pipeline of 1st and 2nd charge cases after a mortgage offer has been issued.

Key Responsibilities:

  • Engage with stakeholders: Collaborate with internal and external stakeholders to obtain information to progress cases to completion.
  • Manage case pipeline: Monitor and manage the upcoming expiration of documents and offers to ensure timely completion.
  • Update management information: Maintain accurate and up-to-date management information by updating relevant systems.
  • Ensure mortgage conditions: Verify that all mortgage conditions are satisfied before cases are completed.
  • Work with underwriting team: Collaborate with the underwriting team to effectively manage the post-offer caseload.
  • Process completion documentation: Process incoming completion documentation via post, email, or other means.
  • Provide completion forecasts: Provide daily, weekly, and monthly completion forecasts to the line manager.
  • Underwriting cross-skill: Gain a full understanding of the underwriting process and provide cross-skill cover when required.
  • Manage digital application files: Create and maintain digital application files, ensuring all necessary documentation is collected, scanned, and stored correctly.
  • Instruct solicitors: Instruct solicitors to act on behalf of the company in transactions.
  • Quality assurance: Conduct quality assurance checks on other underwriters' cases.
  • Point of contact: Serve as a point of contact for incoming calls to the team's main group telephone number.
  • Return original documents: Return original documents to clients.

Requirements:

  • Experience: Experience within the secured lending sector is desirable but not essential.
  • Underwriting knowledge: A good understanding of the underwriting process is desirable but not essential.
  • Industry qualifications: Industry-relevant qualifications are beneficial but not a requirement.
  • Administrative experience: Experience within an administrative role.
  • GCSE English & Maths: GCSE English and Maths qualifications.

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