Case Manager

1 month ago


London, UK, United Kingdom KFS Recruitment Full time

Case Manager

Bridging Finance

London

Hybrid (2 days a week from home)

£35-£37k


We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion.


Responsibilities:

  • Managing a pipeline of cases pro-actively to ensure swift completion of applications
  • Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence
  • Running various security and KYC checks on borrowers.
  • Reviewing application forms and loan documentation
  • Dealing with queries from introducers direct clients and third parties
  • Obtaining and chasing quotes from third parties
  • Organising and maintaining internal digital filing systems
  • Accurate Data entry and continual updating of internal CRM systems
  • Proactively identify process improvements/issues before they impact service
  • Work effectively and collaboratively as part of a team and wider stakeholders of the business.
  • Manage the handover of the loan once complete to the servicing team.


Skills and experience:

  • Minimum of 2 years mortgage case management experience
  • Previous experience of working at a bridging/specialist lender is advantageous
  • Strong communication skills
  • Strong attention to detail and high standards
  • Organisation and prioritisation of workload
  • Ability to multi-task and work on your own initiative with a flexible approach to work


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