Offer summary

Qualifications:

2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management or administration within a Brokerage., Strong ability to manage multiple customers in a fast-paced environment., Dedication to providing excellent customer care and support during the application process., Familiarity with lender requirements and service level agreements..

Key responsibilities:

Verify each case at the 'Pack In' stage to meet lender requirements.

Produce a comprehensive list of case requirements for client communication.

Manage all client correspondence and documentation processing.

Maintain and organize client case lists and daily workflow.

Job description

This is a remote position.

Bridging Case Manager

Fully Remote (Must be based in the UK)

Are you an experienced Bridging Case Manager? Ready to use next-gen technology to process applications more quickly and efficiently?

We have an exciting opportunity with one of our exclusive clients.

As a Bridging Case Manager, you’ll play a crucial role in packaging the right products for a continuous stream of customers.

Your key responsibilities will include:

Fully verifying each case at the ‘Pack In’ stage to meet lender requirements for the recommended product.
Producing a comprehensive list of case requirements for the client’s adviser to communicate to the client.
Ensuring each case requirement is clearly understood by the client’s adviser.
Managing all client correspondence from the ‘Pack In’ stage and processing any received documentation.
Maintaining and organising your client case list and daily workflow meticulously.
Delivering a consistent conversion rate from ‘Pack In’ to ‘Funded’.
Working closely with Bridging Advisers to keep them informed of each case’s status.
Ensuring submitted cases meet all potential Lender Requirements and are processed within the appropriate Lender service level agreements.

Requirements

To excel in this role, you’ll need:

2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or administration - within a Brokerage.
Ability to manage multiple customers proactively and efficiently in a fast-paced environment.
Dedication to providing each customer with the care, attention, and support they need through the often stressful process.

Benefits

You’ll become part of a smart, innovative, and industry-leading company. Benefits include:

Market-leading salary reflecting your skills and value.
Monthly bonus scheme.
Paid holiday, plus Bank Holidays (with an extra day for each year of service, up to 25 days plus bank holidays).
Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, car rental, and more.
Pension with True Potential Investor.
BUPA health insurance.
Regular team socials.
Permanent work-from-home setup with all IT equipment provided.

Required profile