Bridging Finance Case Manager - Fast, Hands-On

Fintelligent Search Ltd

Greater London

Sur place

GBP 30 000 - 42 000

Plein temps

Il y a 3 jours
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Résumé du poste

Fintelligent Search Ltd is seeking an experienced Case Manager to join our rapidly growing specialist lender team. You will manage bridging applications from inception to completion and act as a key contact for brokers while working closely with underwriters to progress cases efficiently.

The role suits someone with strong case management skills, a good understanding of the lending process, and the ability to handle a high-volume workload with competing deadlines.

Qualifications

  • Previous experience managing bridging finance or specialist mortgage cases within a lender or brokerage.
  • A good understanding of the lending process.
  • Experience handling a high-volume caseload and competing deadlines.
  • Confident broker communication and relationship management skills.
  • Strong attention to detail and excellent organisational skills.
  • The initiative to take ownership of cases while working collaboratively with underwriters.
  • Good Microsoft Office and CRM skills.

Responsabilités

  • Managing a pipeline of bridging applications.
  • Liaising with brokers to obtain outstanding documents and supporting information.
  • Managing expectations, deadlines and case updates to deliver an excellent service.
  • Supporting underwriters and preparing underwriting and legal documentation.
  • Obtaining property information and valuation quotes.
  • Maintaining accurate case records and correspondence within the CRM.
  • Identifying outstanding requirements and following up to keep cases progressing towards completion.

Connaissances

Bridging finance
Case management
Lending process understanding
Broker communication
Attention to detail
Organisational skills
Ownership & collaboration

Outils

CRM software
Microsoft Office

Description du poste

Fintelligent Search Ltd is seeking an experienced Case Manager to join our rapidly growing specialist lender team. You will manage bridging applications from inception to completion and act as a key contact for brokers while working closely with underwriters to progress cases efficiently.

The role suits someone with strong case management skills, a good understanding of the lending process, and the ability to handle a high-volume workload with competing deadlines.

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