As a Case Manager, you will work as part of our Charles Street division, which operates with great success supporting professional property developers and investors to access bespoke funds for key projects including Bridging finance, Buy-to-let and Development exits.
You will manage the processing of mortgage applications to deliver an outstanding service to new and existing customers, enhancing process improvement and quality control across the team.
As a Case Manager, we are looking for someone to:
- Have oversight of new applications received, providing an initial case assessment and requesting any additional information required before progressing to underwriting
- Proactively manage your own pipeline of cases both pre and post offer, using a pro-active approach to manage brokers, customers, solicitors and other third parties to minimise turnaround times
- Drive and manage performance of the process through coaching, support and quality control across the team in order to ensure SLA’s are met and an exceptional customer service is maintained
- Conduct a thorough quality control review of each loan file to ensure completeness and accuracy prior to funding
- Produce weekly reports on the status of applications, time to offer and time to fund; highlighting any matters of concern and areas for efficiency improvements in the underwriting workflow