Case Manager / Underwriter

Posted 3 weeks ago

Case Manager / Underwriter – Ringwood – Up To £30,000

Are you a self motivated, organised and pro active individual with experience in Case Management and Financial Underwriting?

Our client is a leading UK finance broker who specialises in bridging finance with a customer base spanning property investors, developers, business and the public. They are looking to grow their team by adding a Case Manager to handle bridging cases from application through to completion and to ensure the process is managed efficiently and competently.

Duties include:

  • Liaising between customers and lenders to ensure the customer receives their bridging finance offer efficiently
  • Proactively managing bridging finance applications and completing all administration in a timely and accurate manner
  • Ensuring excellent customer service is maintained throughout the whole process
  • Answering written or verbal enquiries promptly, professionally and with courtesy to meet and exceed customer expectations, and maintain the positive reputation of the company
  • Proactively chase applications through to completion, updating all parties (customer, solicitor and lender)
  • Processing all documents and lender requests within the set time frames
  • Handling client documents in a compliant manner that’s aligned with GDPR
  • Accurately tracking and taking notes on all actions and communications on our internal CRM system
  • Managing and prioritising own workload and diary to ensure timeframes and deadlines are met, while achieving targets for accuracy, quality, volume and agreed service levels
  • Creating, maintaining and enhancing working relationships with both internal and external stakeholders such as advisers, surveyors, lenders and solicitors
  • General administrative duties within the office

Key competencies:

  • Your background will be in Case Management / Underwriting in a financial sector ideally within bridging (although full training can be given to the right person)
  • Exceptional communication abilities with a great telephone manner
  • Numerical  – B grade or above in Maths
  • Good IT Skills

This a great opportunity to be part of a busy and thriving business in Ringwood.

Full Time Role – 09:00am to 5:30pm

Salary plus bonus

Job Features

Job CategoryAccounting & Finance, Sales & Marketing

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