Case Management Administrator

2 weeks ago


Altrincham, United Kingdom Rico Property Finance Ltd (TA D&R Recruitment) Full time
Position: Case Management Administrator

Salary: £25,000 - £27,500 + Bonuses + Benefits

Company: Rico Property Finance Ltd (T/A D&R Recruitment)

As a Case Management Administrator, you will serve as the crucial link between our clients' Underwriter and various stakeholders, including customers, introducers, third-party property specialists, and solicitors, from the initial application stage through to completion.

Your role will involve ensuring that customer documentation is handled efficiently to facilitate a seamless transition from application to funding.


Key Responsibilities:

  • Assist Underwriting colleagues with their ongoing applications.
  • Monitor personal and team email inboxes for incoming inquiries and documents.
  • Respond to telephone inquiries from Brokers and direct Borrowers regarding new applications.
  • Accurately manage the submission process, ensuring precise data entry to support a smooth transition to underwriting, while logging all new inquiries in the CRM system.
  • Process applications from the receipt of documentation to submission to underwriting, completing necessary information on relevant systems and conducting essential fraud prevention checks.
  • Organize new applications received, providing an initial case assessment, reviewing the Assets & Liabilities of the borrower, and requesting any additional information needed by the Underwriter.
  • Obtain consent for second charges from existing Lenders.
  • Proactively manage a pipeline of approximately 50 cases for the Underwriter to meet completion targets, ensuring timely requests for information from customers and third parties.
  • Provide updates to customers and other stakeholders, ensuring that required information is requested within service level agreements.
  • Ensure all data entry and system notations are completed accurately and within agreed service level agreements for all new transactions.
  • Maintain clear and consistent communication with brokers, introducers, customers, and colleagues to foster and sustain positive working relationships.
  • Prepare necessary documentation for valuation, Asset Manager/Project Monitoring Surveyor, and Legal instructions for the Underwriter.

Required Skills:

  • Strong communication skills, with a focus on minimizing customer effort while maximizing business objectives.
  • Previous experience in an administrative capacity.
  • Interest in property and a desire to advance a career in the specialist finance sector.
  • Understanding of what constitutes a favorable customer outcome.
  • High level of accuracy and meticulous attention to detail.
  • Excellent planning and organizational abilities to ensure cases are funded in an optimal timeframe.
  • Ability to work collaboratively as part of a team.


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