**Job Overview:
As a Case Manager, you will be the key liaison between Underwriter, customers, introducers, 3rd party property specialists, and solicitors, ensuring a seamless journey from application to funding. You will manage customer documentation efficiently, support underwriting colleagues, and maintain clear communication with all stakeholders to achieve completion targets.
**Main Duties:
- Underwriting Support: Assist Underwriting colleagues by managing their pipeline applications.
- Email Management: Monitor and respond to inquiries from own and team inboxes.
- Client Interaction: Handle telephone inquiries from Brokers and direct Borrowers regarding new applications.
- Data Management: Accurately manage the submission process, ensuring all data entry is completed correctly for a smooth transition to underwriting.
- Application Processing: Handle applications from receipt to underwriting submission, completing necessary fraud prevention checks.
- Case Assessment: Package new applications, assess the borrower's Assets & Liabilities, and request additional information required by the Underwriter.
- Consent Requests: Obtain consent for 2nd charges from existing Lenders.
- Pipeline Management: Proactively manage a pipeline of 50 cases, ensuring completion targets are met by requesting necessary information from customers and third parties.
- Stakeholder Communication: Provide updates and ensure all required information is requested within service levels.
- System Accuracy: Ensure all data entry and system notations are accurate and completed within agreed SLAs for all new transactions.
- Relationship Building: Communicate clearly and consistently with brokers, introducers, customers, and colleagues to maintain positive working relationships.
- Instruction Preparation: Prepare valuation, Asset Manager/Project Monitoring Surveyor, and Legal instructions for the underwriter.
- Documentation Drafting: Draft conditional offer letters and Facility Letters.
- Business Representation: Represent the company at PIN and other networking events as part of ongoing professional development.
- Additional Duties: Engage in activities outside of your day-to-day role as required.
**Person Specification:
- Communication Skills: Excellent communication skills with a focus on minimizing customer effort and maximizing business goals.
- Administrative Experience: Previous experience in an administration role is essential.
- Property Knowledge: Basic understanding of property, with a desire to develop a career in the specialist finance industry.
- Customer Outcomes: Understanding of what constitutes a good customer outcome.
This role offers a competitive salary, benefits, and the opportunity to grow within a dynamic and supportive team. If you are organized, detail-oriented, and eager to advance your career in specialist finance, we encourage you to apply.
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