SonicJobs Logo
Login
Left arrow iconBack to search
  1. Home
  2. Borehamwood
  3. Investment adviser
  4. Case Manager - Specialist Lending

Case Manager - Specialist Lending

INTEGRO PARTNERS LTD
Posted 15 days ago, valid for 10 days
Location

Borehamwood, Hertfordshire WD6 4NB

Contract type

Full Time

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Sonic Summary

info
  • Our client, a well-regarded and expanding specialist lender, is seeking a proactive and organised Sales Administrator / Case Manager to support their dynamic Sales team.
  • The role requires at least 12 months of experience in mortgages or bridging finance and a genuine interest in the property sector.
  • Key responsibilities include preparing and issuing terms to brokers and clients, managing case files, and proactively following up on terms within agreed timescales.
  • Candidates should possess strong organisational skills, excellent communication abilities, and be comfortable using CRM systems.
  • The salary for this position is competitive and commensurate with experience.
  • Prepare and issue terms to brokers and clients.
  • Organise and manage files for cases, ensuring all documentation is up-to-date
  • Proactively follow up on sent terms within agreed timescales.
Our client, a well-regarded and expanding specialist lender, is seeking a proactive and organised Sales Administrator / Case Manager to support their dynamic Sales team. This role is ideal for someone with at least 12 months of experience in mortgages or bridging finance and a genuine interest in the property sector.Key Responsibilities:
  • Prepare and issue terms to brokers and clients.
  • Organise and manage files for each case, ensuring all documentation is up-to-date.
  • Proactively follow up on sent terms within agreed timescales.
  • Maintain and update the internal CRM system.
  • Collaborate closely with the underwriting team to support case progression.
  • Obtain and manage quotes from external professionals.
  • Instruct professionals such as surveyors, lawyers, and quantity surveyors as needed.
  • Book broker appointments for Business Development Managers (BDMs).
  • Request and follow up on Feefo customer reviews on a weekly basis.
Candidate Profile:
  • Minimum 12 months’ experience in mortgage or bridging finance administration.
  • Strong organisational skills and attention to detail.
  • Excellent communication and time-management skills.
  • Comfortable working across multiple cases with shifting priorities.
  • Confident using CRM systems and office software.
  • A positive, can-do attitude and a strong team player.

Apply now in a few quick clicks

In order to submit this application, a Reed account will be created for you. As such, in addition to applying for this job, you will be signed up to all Reed’s services as part of the process. By submitting this application, you agree to Reed’s Terms and Conditions and acknowledge that your personal data will be transferred to Reed and processed by them in accordance with their Privacy Policy.

Logo
SonicJobs
Your next career move. Sorted.
Search jobsbackground image

Contact us

© 2017 - 2025 SonicJobs App Ltd. All rights reserved

Terms & Conditions | Privacy Policy | Browse Jobs