Case Manager

Bridging Finance

Hampshire - Hybrid (1 day a week in the office)

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

2 years min experience in property finance case manager and admin