Mortgage Case Manager - D&R Recruitment Limited : Job Details

Mortgage Case Manager

£40,000 + Bonuses

Mayfair / London

About the position of the Mortgage Case Manager

We have a great opportunity to join a specialist bridging finance lender as a case manager. You will be responsible for maintaining and managing a pipeline of bridge cases after a loan offer has been issued and for providing admin support to the underwriters across their lending division

Responsibilities for the role of Mortgage Case Manager

• Engage with relevant stakeholders both internally and externally to obtain information to progress cases to completion.
• Monitor and manage the upcoming expiration of documents and offers.
• Update all relevant systems to maintain management information.
• Ensure that all loan conditions are satisfied before cases are completed.
• Work closely with the underwriting team to effectively manage the post-offer caseload.
• Process incoming completion documentation either via post, email etc.
• Provide daily/weekly/monthly completion forecasts to the line manager.
• Gain a full understanding of the underwriting process (underwriting cross-skill to provide cover when required).
• Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
• Carrying out a QA check for other underwriters.
• As experience increases, the trainee underwriter's cases will need to be QA-checked by another member of the team.
• A point of contact for incoming calls to the team's main group telephone number.
• Return any original documents to clients.

Experience and skills required for the role of Mortgage Case Manager

• Experience within the property finance sector is essential,
• A good understanding of the underwriting process is desirable but not essential.
• Industry-relevant qualifications are beneficial but not a requirement.
• Experience within an administrative role.
• GCSE English & Maths.

For more information regarding the role of Mortgage Case Manager please contact us