Bridging Case Manager

mywork; United Kingdom; Remote; GBP 30,000 - 50,000; Full time

Job summary

An innovative firm is seeking a Bridging Case Manager to streamline application processing using next-gen technology. In this pivotal role, you'll ensure the right products are packaged for clients while maintaining a meticulous workflow. You'll collaborate closely with Bridging Advisers, ensuring all cases meet lender requirements and are processed efficiently. This position offers a market-leading salary, a monthly bonus scheme, and a permanent work-from-home setup with all necessary IT equipment provided. Join a forward-thinking company that values your expertise and dedication to customer care.

Benefits

Market-leading salary

Monthly bonus scheme

Paid holiday plus Bank Holidays

Monthly Perkbox perks

Pension with True Potential Investor

BUPA health insurance

Regular team socials

Work-from-home setup

Qualifications

• 2+ years experience in Bridging and Commercial mortgage industry.
• Ability to manage multiple customers proactively in a fast-paced environment.

Responsibilities

• Verify each case at the ‘Pack In’ stage to meet lender requirements.
• Manage all client correspondence and maintain client case list.

Skills

Bridging and Commercial mortgage experience

Case management

Customer service

Administrative skills

Education

Relevant industry certification

Job description

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Are you an experienced Bridging Case Manager? Ready to use next-gen technology to process applications more quickly and efficiently?

We have an exciting opportunity with one of our exclusive clients.

As a Bridging Case Manager, you’ll play a crucial role in packaging the right products for a continuous stream of customers.

Your key responsibilities will include:

• Fully verifying each case at the ‘Pack In’ stage to meet lender requirements for the recommended product.
• Producing a comprehensive list of case requirements for the client’s adviser to communicate to the client.
• Ensuring each case requirement is clearly understood by the client’s adviser.
• Managing all client correspondence from the ‘Pack In’ stage and processing any received documentation.
• Maintaining and organising your client case list and daily workflow meticulously.
• Delivering a consistent conversion rate from ‘Pack In’ to ‘Funded’.
• Working closely with Bridging Advisers to keep them informed of each case’s status.
• Ensuring submitted cases meet all potential Lender Requirements and are processed within the appropriate Lender service level agreements.

Requirements

To excel in this role, you’ll need:

• 2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or administration - within a Brokerage.
• Ability to manage multiple customers proactively and efficiently in a fast-paced environment.
• Dedication to providing each customer with the care, attention, and support they need through the often stressful process.

You’ll become part of a smart, innovative, and industry-leading company. Benefits include:

• Market-leading salary reflecting your skills and value.
• Monthly bonus scheme.
• Paid holiday, plus Bank Holidays (with an extra day for each year of service, up to 25 days plus bank holidays).
• Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, car rental, and more.
• Pension with True Potential Investor.
• BUPA health insurance.
• Regular team socials.
• Permanent work-from-home setup with all IT equipment provided.

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

• Job function

  Finance

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