Case Manager

2 weeks ago


UK, UK, United Kingdom D&R Recruitment Limited Full time

Case Manager - Property Finance

Up to £35,000 + Bonuses

Altrincham


About the position of the Case Manager - Property Finance

We have a great opportunity to join a specialist bridging finance lender as a case manager. You will be responsible for maintaining and managing a pipeline of bridge cases after a loan offer has been issued and for providing admin support to the underwriters across their lending division


Responsibilities for the role of Case Manager - Property Finance


  • Engage with relevant stakeholders both internally and externally to obtain information to progress cases to completion.
  • Monitor and manage the upcoming expiration of documents and offers.
  • Update all relevant systems to maintain management information.
  • Ensure that all loan conditions are satisfied before cases are completed.
  • Work closely with the underwriting team to effectively manage the post-offer caseload.
  • Process incoming completion documentation either via post, email etc.
  • Provide daily/weekly/monthly completion forecasts to the 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.
  • 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.


Experience and skills required for the role of Case Manager - Property Finance

  • Experience within the property finance sector is essential,
  • A good understanding of the underwriting process is desirable but not essential.
  • Industry-relevant qualifications are beneficial but not a requirement.
  • Experience within an administrative role.
  • GCSE English & Maths.


For more information regarding the role of Mortgage Case Manager please contact us


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