Case Manager Specialist Property Finance

Montpellier Resourcing; United Kingdom; On-site; GBP 30,000 - 36,000; Full time

Job summary

A leading specialist finance provider in the UK is seeking a Case Manager Specialist in Property Finance. This office-based role requires a highly organised professional who can manage loan applications for brokers. The successful candidate will ensure smooth processes, maintain communication with clients, and effectively resolve problems. A background in lending is desirable but not mandatory. Excellent organisational and communication skills are essential.

Benefits

Excellent bonus and benefits

Qualifications

• Proven experience in a high-volume administrative or case management role.
• Experience within a lending or mortgage environment is highly desirable.
• Excellent communication skills, both written and verbal, with a professional and friendly telephone manner.
• A high degree of organisation and attention to detail.
• The ability to manage multiple priorities and work effectively under pressure.
• A proactive, problem-solving attitude.

Responsibilities

• Serve as the primary contact for brokers via phone and email, providing updates.
• Accurately manage and maintain a pipeline of cases.
• Proactively chase third parties to ensure cases progress smoothly.
• Identify and resolve issues during the application process.
• Ensure all case details are accurately logged in the CRM system.

Skills

Organisational skills

Communication skills

Attention to detail

Problem-solving attitude

Job description

Case Manager Specialist Property Finance

Up to £36,000 plus excellent bonus and benefits

Please note, this role is 5 days a week in the office

Are you a highly organised and professional administrator with a passion for providing excellent customer service? We have an exciting opportunity for a Case Manager to join a leading specialist finance provider that offers tailored solutions to the UK property market.

In this vital role, you will be the main point of contact for brokers, managing their loan applications from submission through to completion. This position requires a candidate who is a proactive communicator, meticulous with details, and comfortable managing a high-volume workload. You will be instrumental in ensuring a smooth and efficient process for all parties involved.

Key Responsibilities of the Case Manager Specialist Property Finance:

• Broker and Client Liaison: Serve as the primary contact for brokers via phone and email, providing updates on the status of their cases and answering queries.
• Administration and Case Management: Accurately manage and maintain a pipeline of cases. Collect and verify necessary documentation, ensuring all files are complete and compliant.
• Process Coordination: Proactively chase third parties and internal teams to ensure cases progress smoothly and meet deadlines.
• Problem Resolution: Identify and resolve any issues that arise during the application process, escalating complex matters when required.
• System Management: Ensure all case details are accurately logged and updated in the company's CRM system.

Requirements for the successful Case Manager Specialist Property Finance:

• Proven experience in a high-volume administrative or case management role.
• Experience within a lending or mortgage environment is highly desirable.
• Excellent communication skills, both written and verbal, with a professional and friendly telephone manner.
• A high degree of organisation and attention to detail.
• The ability to manage multiple priorities and work effectively under pressure.
• A proactive, problem-solving attitude.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.