Completions Case Manager – Buy to Let Mortgages

Enra Specialist Finance; Watford; On-site; GBP 25,000 - 35,000; Full time

Job summary

A financial services company is seeking an organized and detail-oriented Case Manager to oversee a pipeline of mortgage applications. The successful candidate will manage all aspects from offer to completion, ensuring effective communication with brokers and solicitors. Ideal candidates will have experience in BTL mortgages and a solid understanding of FCA regulations. Strong teamwork, communication, and organizational skills are essential.

Qualifications

• Ability to work as part of a team.
• Excellent Organisation skills and high attention to detail.
• Good written and verbal communication skills.

Responsibilities

• Monitor and manage upcoming expiration of documents and offers.
• Maintain a pipeline of cases, overseeing from offer through to completion.
• Provide accurate updates to brokers and solicitors.

Skills

Teamwork

Organisational skills

Attention to detail

Communication skills

Education

Knowledge of FCA regulation

Experience in BTL Mortgages

CeMAP

Job description

The overall responsibility of the role is to take ownership of allocated cases once offered through to completion.

Key Accountabilities

• Monitor and manage upcoming expiration of documents and offers
• Maintaining a pipeline of cases, overseeing cases from offer through to completion
• Update all relevant systems to maintain management information
• 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
• Provide concise and accurate updates to brokers and solicitors.
• Proactively chase brokers for outstanding requirements.
• Build good relationships with 3rd party suppliers that are integral to the growth for WOSL including brokers and solicitors.
• All work is to be carried out in accordance with Enra Specialist Finance policies and procedures.

Skills & Competencies

• Ability to work as part of a team.
• Pass internal competency tests post induction.
• Excellent Organisation skills
• High attention to detail.
• Good written and verbal communication skills.

Knowledge & Qualifications

• An understanding of FCA regulation.
• Experienced in the completions process for BTL Mortgages.
• CeMAP (desirable, not essential).

Personal Attributes

• Flexible
• Articulate
• Well organised
• Robust and comfortable working to deadline and under pressure