Website Fintelligent
Are you a detail-oriented professional with a knack for managing loan applications? Our client is seeking a Case Manager to join their dynamic team in London. This is a fantastic opportunity to work with a company that provides swift, competitive short-term property finance solutions.
This role offers an annual salary of £30,000 – £35,000, along with some great benefits. Enjoy the perks of a contributory pension, an annual bonus, and the flexibility of hybrid working.
Our client specialises in providing short-term property finance to help clients seize opportunities and progress developments. With a strong capital base and an experienced senior-leadership team, they offer tailored lending solutions and efficient credit approval processes.
As a Case Manager, you will:
- Proactively manage a pipeline of cases to ensure swift completion of applications.
- Respond to telephone calls, enquiries, and correspondence from clients, lenders, and conveyancers.
- Conduct security and KYC checks on borrowers.
- Review application forms, loan documentation, credit reports, and other relevant documents.
- Handle queries from introducers, direct clients, and third parties, ensuring excellent service.
- Obtain and chase quotes from third parties such as valuers and solicitors.
- Prepare offer documentation including ESIS and Facility Letters.
- Organise and maintain internal digital filing systems.
- Accurately enter and update data in internal CRM systems.
- Identify process improvements and potential issues proactively.
- Collaborate effectively with the team and wider stakeholders.
- Manage the handover of completed loans to the servicing team.
- Adhere to all risk, compliance, and financial crime-related policies and procedures.
Package and Benefits:
The Case Manager role comes with a comprehensive package, including:
- Annual salary of £30,000 – £35,000.
- Contributory pension scheme.
- Annual bonus.
- Hybrid working arrangement.
The ideal Case Manager will have:
- Minimum of 2 years of mortgage case management experience.
- Experience with bridging or specialist lenders is advantageous.
- Strong communication skills.
- Excellent attention to detail and high standards.
- Ability to organise and prioritise workload effectively.
- Capacity to multi-task and work independently with flexibility.
- Proficiency in administration, computer literacy, and communication.
- Understanding of Credit Agency reports, KYC, AML, and fraud prevention systems.
If you have experience as a Mortgage Case Manager, Loan Processor, Underwriting Assistant, Credit Analyst, or Lending Specialist, you might find this Case Manager role particularly appealing.
Ready to take the next step in your career? Don’t miss out on this exciting opportunity to join a forward-thinking company as a Case Manager. Apply today and help clients realise their property finance goals!