Case Manager - Bridging

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:

• 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.

Requirements:

• 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.