Bridging Case Manager - KFS Recruitment : Job Details

Case Manager

Bridging Finance

London

Hybrid

£35-£37k

We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion.

Responsibilities:

• Managing a pipeline of cases pro-actively to ensure swift completion of applications
• Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence
• Running various security and KYC checks on borrowers.
• Reviewing application forms and loan documentation
• Dealing with queries from introducers direct clients and third parties
• Obtaining and chasing quotes from third parties
• Organising and maintaining internal digital filing systems
• Accurate Data entry and continual updating of internal CRM systems
• Proactively identify process improvements/issues before they impact service
• Work effectively and collaboratively as part of a team and wider stakeholders of the business.
• Manage the handover of the loan once complete to the servicing team.

Skills and experience:

• Minimum of 2 years mortgage case management experience
• Previous experience of working at a bridging/specialist lender is advantageous
• Strong communication skills
• Strong attention to detail and high standards
• Organisation and prioritisation of workload
• Ability to multi-task and work on your own initiative with a flexible approach to work