Case Manager

Enra Specialist Finance; Watford; On-site; GBP 25,000 - 30,000; Full time

Job summary

A leading finance company is seeking a proactive Trainee Underwriter to manage mortgage cases after offers are issued. You will engage stakeholders, provide administrative support, and ensure all conditions are met for completion. The role requires strong organizational skills and the ability to thrive in a fast-paced environment.

Qualifications

• Experience in an administrative role.
• Experience within the secured lending sector.
• Understanding of the underwriting process.

Responsibilities

• Manage the pipeline of mortgage cases post-offer.
• Provide administrative support to underwriters.
• Engage with stakeholders to progress mortgage cases.

Skills

Organisational skills

Communication

Attention to detail

Time management

Education

GCSE English & Maths

Tools

Microsoft Office

Job description

West One is looking for an organised and proactive individual to maintain and manage the pipeline of 1st and 2nd charge mortgage cases after an offer has been issued, and to provide essential administrative support to underwriters across our mortgage lending division.

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

• GCSE English & Maths.
• 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.
• Experience within the secured lending sector.
• A good understanding of the underwriting process.

Personal Attributes

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