A leading non - bank lender, awarded a spot in The Sunday Times "Best Place to Work," reflecting its dedication to creating an exceptional workplace!

Join our dynamic team specializing in providing exceptional lending solutions. We are seeking a dedicated Bridging Case Manager to support our underwriting team with the day-to-day processing of loan applications from the initial stage through to completion.

Job Purpose:

This role focuses on assisting the Bridging underwriting team, ensuring efficient processing of loan applications and maintaining a 'gatekeeper’ approach at all stages.

Key Responsibilities:

Proactively manage a pipeline of cases to ensure swift completion of applications.
Provide timely, accurate, and appropriate responses to phone calls, inquiries, or correspondence from clients, lenders, or conveyancers.
Conduct various security and KYC checks on borrowers.
Understand Lending Policy and flag potential issues to assist underwriters with assessments and approvals.
Review application forms, loan documentation, credit reports, valuation reports, bank statements, and land registry documentation.
Handle queries from introducers, direct clients, and third parties, keeping them updated on the progress of their applications and delivering excellent service.
Obtain and chase quotes from third parties, including valuers, solicitors, and quantity surveyors.
Prepare offer documentation, including ESIS and Facility Letters.
Attend and contribute to internal team meetings.
Organize and maintain internal digital filing systems.
Accurately enter data and continually update internal CRM systems.
Proactively identify process improvements/issues before they impact service.
Work effectively and collaboratively as part of a team and with wider business stakeholders.
Manage the handover of completed loans to the servicing team.
Adhere to all risk, compliance, and financial crime-related policies, procedures, and reporting obligations.

Core Skills:

Strong communication skills
Excellent attention to detail and high standards
Ability to organize and prioritize workload
Ability to multi-task and work on your own initiative with a flexible approach
Proficient in administration, computer literacy, and communication
Understanding of Credit Agency reports, KYC, AML, and fraud prevention systems

Experience:

Minimum of 2 years of case management experience
Previous experience working at a bridging/specialist lender is advantageous

What We Offer:

Competitive salary
Professional development opportunities
Hybrid working options
Holidays 28 day + Bank Holidays
Supportive Leadership
A supportive and collaborative work environment

If you are a proactive individual with a strong eye for detail and experience in mortgage case management, we would love to hear from you. Apply now to join our dedicated team and contribute to our success!

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