Case Manager

Enra Specialist Finance; Watford; On-site; GBP 26,000 - 32,000; Full time

Benefits offered by this job

Private medical healthcare

25 days’ annual leave

Volunteer days

Job summary

West One Loans is seeking a trainee underwriter to take ownership of cases, keep processes moving, and support the underwriting team. The role includes handling documents, coordinating with solicitors, and maintaining file integrity to ensure timely case closures.

You will develop underwriting knowledge, QA colleagues’ work as experience grows, and provide regular forecasts to the line manager in a fast-paced environment.

Qualifications

• Strong organisational skills and ability to manage multiple cases.
• Excellent verbal and written communication abilities.
• Attention to detail with a focus on accuracy and deadlines.
• Experience in a fast-paced administrative or lending environment is beneficial.

Responsibilities

• Engage with stakeholders to progress mortgage cases to completion.
• Monitor expiration of documents and offers; update systems accordingly.
• Ensure mortgage conditions are satisfied before case completion and coordinate with underwriters.

Skills

Organisational skills

Verbal & written communication

Attention to detail

Time management

MS Office

Team player

Education

GCSE English & Maths

Tools

Microsoft Office

Job description

A mortgage offer is only the beginning of the journey. We’re looking for someone who can take ownership of the next stage, keeping cases moving, supporting underwriters and helping deliver a seamless experience for our brokers and customers.

Sound like you? Join West One Loans and be part of our growth.

Key Accountabilities

• Engage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completion
• Monitor and manage upcoming expiration of documents and offers
• Update all relevant systems to maintain management information
• Ensure that all mortgage conditions are satisfied prior to cases completing
• Work closely with the underwriting team to effectively manage the post offer caseload
• Process incoming completion documentation either via post, email etc
• Provide daily/weekly/monthly completion forecasts to line manager
• Gain a full understanding or the underwriting process (underwriting cross skill to provide cover when required)
• Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
• Instructing Solicitors to act on behalf of West One in the transaction.
• Carrying out a QA check for other underwriters.
• As experience increases, the trainee underwriter’s cases will need to be QA checked by another member of the team.
• A point of contact for incoming calls to the team’s main group telephone number.
• Return any original documents to clients

Skills & Competencies

• Pass internal competency tests post induction
• Strong organisational skills
• Good verbal & written communication skills
• Excellent attention to detail
• Time management
• Competent user of Microsoft office software
• Positive attitude to develop and expand knowledge
• Ability to perform under pressure and meet deadlines

Knowledge & Qualifications

• Experience within the secured lending sector
• A good understanding of the underwriting process
• Previous experience of managing a caseload in a fast-paced environment
• Industry relevant qualifications are beneficial but not a requirement
• Experience within an administrative role
• GCSE English & Maths

Personal Attributes

• Excellent communication skills
• Resilient and flexible
• Team Player
• Approachable and self- motivated

Why Join Us?

At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career.

• private medical healthcare
• 25 days’ annual leave
• paid volunteering daysa host of additional benefits