Mortgage Case Manager
An amazing opportunity for a Case Manager, with a well estalbished lender based in the City
The role will involve managing applications from inception through to completion and is a fantastic opportunity to join a stable and rapidly growing Lender.
Key Tasks and Responsibilities:
- Managing a pipeline of cases pro-actively to ensure swift completion of applications
- Liaise with brokers and clients to assist obtaining the required documents and supporting information to expedite the completion of loan applications
- Manage expectations and deadlines whilst providing an excellent service that encourages repeat business
- Provide support to the Head of Sales London and South East including answering telephone calls and dealing with correspondence via email and via post and set up meetings
- Deal with broker queries and keep brokers up to date with the progress of their applications.
- Prepare HOT’s, AIP’s and various documentation
- Liaise with Underwriting and Credit to facilitate lending decisions
- Ensure that data including tracking of calls, correspondence and visits are accurately entered and managed within the company’s CRM system
- Attend and contribute to internal meetings
- Submit weekly progress reports and ensure data is accurate
We believe this is one of the most exciting, innovative and fastest growing lenders in the specialist finance arena, so if you are in the market or interested in hearing more please don’t hesitate and apply today!
Required skills
- Case Management
- Mortgage Lending
- mortgage
- intermediary
Reference: 52498540
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