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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
