Job Ref: 213439400

Date: 2021-03-26 13:02:26

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We are an established Property Finance Brokerage specialising in Bridging, Buy to Let, Commercial Term and Development finance.

We are building an amazing team and looking for an ambitious and driven Senior Case Manager to join the team, based at our offices in Gerrards Cross.

Reporting to the Operations Director, the role will require first class processing skills along with experience in dealing with Lenders, Valuers, Solicitors and Brokers.

You will be required to place loan enquiries with Lenders, as well as process these cases, from submission to completion, in a timely and efficient manner, using a multitude of skills including written communication, administration and risk management.

This is a role that requires a proactive, flexible, hardworking approach and positive attitude; with a need for attention to detail and strong organisational skills, managing multiple priorities and problem solving.

If you are innovative, curious, and not afraid of a challenge, we would love to hear from you.

Job Responsibilities:

* Preparing loan applications to be referred for approval.

* Working with the team to meet and ideally exceed SLA levels.

* Delivering a first-class personalised service: Liaising with customers, Intermediaries, Surveyors, and Solicitors during the loan process, through to the completion.

* Assist with training, coaching and development of staff within the processing department.

* Review existing processes and procedures: make recommendations on how these can be improved.

Loan Processing:

* Ensure all applications are accurate and complete before submission to Lenders.

* Process applications through to legal completion in an efficient and compliant manner.

* Ensure all supporting documentation has been provided.

* Load and scan client information onto the CRM system

* Set reviews to ensure application is processed promptly through to offer stage.

* Communicate with the lender throughout the process.

* Check loan documentation to ensure accuracy.

* Communicate regularly with Solicitors and Brokers through to legal completion.

* Maintain accurate and up to date notes and commentary for compliance purposes.

The ideal candidate will have:

* Significant experience in processing loans

* Well organised, coupled with a good eye for detail.

* A positive, self-sufficient leader with excellent communication skills

* Strong IT skills

* The ability to work under pressure with decision making responsibilities.

* High levels of personal and professional integrity

* Highly organised with a flexible approach to working.

* Fully understand and compliant with operational procedures, FCA requirements and SLA's.

* Determined to succeed, high energy levels and a good team player.

* A very strong work ethic and a focus on delivery.

Desirable:

* Knowledge of Salesforce advantageous

* Experience of delivering training to new joiners in the team

* A full CeMAP qualification, although not essential

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