Specialist Recruiters in Property & Finance
Integrating the best people
Case Manger - Bridging
542835
- £35,000.00 to £50,000.00
- Greater London, UK
- Permanent / Full Time
An exciting opportunity has become available for an experienced 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:
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.
- Strong understanding of mortgage lending, ideally bridging loans.
- Experience managing a caseload 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, and 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.
Charlotte Walker
Principal Consultant | Commercial Finance - Bridging & Development
It all starts with a conversation...