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