Case Manager

Bridging Finance

London or Hampshire - Hybrid

We are growing our business and expanding the team by taking on a Case Manager. This is your chance to be a part of that growth.

Working very closely with our Property Finance Advisors you will be responsible for processing each finance application and managing client cases through to completion in a timely and efficient manner, using a wide range of skills including written and oral communication, administration, risk management and data analytics.

You will be expected to;
Ensure a smooth process from start to finish of all applications
Proactively managing finance application cases and completing all administration
Ensuring excellent customer service is maintained throughout the whole process
Answering written or verbal enquiries promptly
Proactively chase applications through to completion, updating all parties
Processing all systems and procedures within the set timeframes.
Handling client documents in a compliant manner that’s aligned with GDPR.
Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels.
Creating, maintaining, and enhancing working relationships with both internal and external stakeholders such as advisers, lenders and solicitors.
Review credit reports
Conduct credit searches
Previous experience processing residential and commercial mortgage cases is required

Skills / Experience:
Lives in and around Hampshire/Surrey/City
2 years min experience in property finance case manager and admin

Up to £35,000