Case Manager An exciting opportunity has become available for a Case Manager to join a rapidly growing financial services provider. This role will involve managing Bridging Loan applications from inception to completion, offering a fantastic chance to contribute to an expanding company in the financial sector. Key Responsibilities:
Liaising with brokers to obtain required documents and supporting information to expedite loan applications.
Managing expectations and deadlines while delivering exceptional service to encourage repeat business.
Providing support to Underwriters, including answering calls and handling correspondence via post and email.
Preparing loan contracts, mortgage illustrations, and various documentation.
Ensuring accurate entry and management of data and correspondence within the company's CRM system.
Tracking and recording account activity, assisting with closing deals.
Obtaining property information and valuation quotes.
Handling ad hoc administration and project-related tasks.
Requirements:
Strong understanding of mortgage lending or secured loan processes.
Experience managing a case load and processing applications efficiently is preferred.
Commercially aware with excellent interpersonal and communication skills.
Independent, organized, and able to work on your initiative, with a flexible approach to work.
Proactive in managing the process, confident in your approach.
Experience handling high-volume workflows with excellent prioritization skills.
Strong organizational skills.
Proficient in PC skills and Microsoft Office.
Excellent written and verbal English communication.
Ability to multitask and manage various responsibilities.
Mature outlook and strong work ethic.
A hard-working team player.
Previous experience in broking administration or lending is desirable.
