Case Manager

7 days ago

Watford, Hertfordshire, United Kingdom Enra Specialist Finance Full time

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 enquiry caseload.
  • Process incoming completion documentation either via post, email etc.
  • Provide daily/weekly/monthly completion forecasts to line manager.
  • Gain a full understanding of 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.
  • Pass internal competency tests post induction.

Skills & Competencies

  • Organisational and time management skills.
  • Good verbal & written communication skills.
  • Excellent attention to detai.
  • Time management.
  • Competent user of Microsoft Office software.
  • The ability 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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