Bridging Case Manager

15 hours ago


Mayfair, Greater London, United Kingdom Brooke Harrison Recruitment Full time
Bridging Case Manager

We are seeking a dedicated and detail-oriented Bridging Case Manager to support our underwriting team with the day-to-day processing of loan applications.

Key Responsibilities:
  • Proactively manage a pipeline of cases to ensure swift completion of applications.
  • Provide timely and accurate responses to phone calls, inquiries, or correspondence from clients, lenders, or conveyancers.
  • Conduct various security and KYC checks on borrowers.
  • Understand Lending Policy and flag potential issues to assist underwriters with assessments and approvals.
  • Review application forms, loan documentation, credit reports, valuation reports, bank statements, and land registry documentation.
  • Handle queries from introducers, direct clients, and third parties, keeping them updated on the progress of their applications.
  • Obtain and chase quotes from third parties, including valuers, solicitors, and quantity surveyors.
  • Prepare offer documentation, including ESIS and Facility Letters.
  • Attend and contribute to internal team meetings.
  • Organize and maintain internal digital filing systems.
  • Accurately enter data and continually update internal CRM systems.
  • Proactively identify process improvements/issues before they impact service.
  • Work effectively and collaboratively as part of a team and with wider business stakeholders.
  • Manage the handover of completed loans to the servicing team.
  • Adhere to all risk, compliance, and financial crime-related policies, procedures, and reporting obligations.
Requirements:
  • Minimum of 2 years of case management experience.
  • Previous experience working at a bridging/specialist lender is advantageous.
What We Offer:
  • Competitive salary.
  • Professional development opportunities.
  • Hybrid working options.
  • Holidays 28 days + Bank Holidays.
  • Supportive Leadership.
  • A supportive and collaborative work environment.

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