Case Manager (12m FTC)
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Job Location:
Monthly Salary:
Posted on:
6 hours ago
Vacancies:
1 Vacancy
Job Summary
LendInvest is the UKs leading FinTech platform for property finance. Over the past 17 years we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone.
A workplace culture built around trying new things getting things done and having fun while we do it has helped us lend more than 7.5 billion of mortgages put thousands of new or improved homes into the UK housing market and successfully launch on the London Stock Exchange. We have big plans to continue growing the business our products our technology and our people.
About your work
The role of the Pre-Offer Case Manager is to take responsibility for a pipeline of Buy-to-Let cases from Application to Offer. Throughout this process the Case Manager will assist brokers with their application and demonstrate the ability to manage expectations and deadlines whilst providing an excellent service that encourages repeat business.
The role holder will be responsible for compiling the electronic case file and chasing down all outstanding requirements in preparation for Underwriter assessments. They will also be responsible for chasing their pipeline and ensuring that cases are offered as efficiently as addition they will support all new product switch requests.
Attention to detail is key and the job holder must be able to manage time effectively and meet the teams demanding SLAs be proactive and communicate in a professional and friendly manner.
Key responsibilities:
- Upon receipt of the signed application form the Case manager will set up the electronic file and prepare the application for the Underwriter
- Ensure valuation payments are taken promptly and accurately
- Assist brokers with the application process and ensure responses are prompt and professional as well as providing updates at every stage
- Keep case files and related data fully up to date and 100% accurate
- Proactively manage your pipeline and chase outstanding tasks
- Ensure cases are ready for offer at the point when the valuation is received meeting the 14 day SLA
- Work closely with their underwriter buddy to ensure a quick and smooth application to offer time
- Ensure there is a seamless handover to Post Offer Case Manager once offer has been signed
- Support the processing of all new Product Switch requests
- Maintain and build positive relationships with Brokers and other intermediaries
- Prepare for and contribute to team meetings and assist with improvement to processes and systems changes
About you
- A team player
- A resilient approach with an aim to get things done
- A proactive and diligent attitude
- Sound judgement
- Proven experience of dealing with a high volume workflow and prioritising accordingly
- Excellent administration computer literacy and communication skills with a good eye for detail
- Ability to form strong and positive relationships with both internal and external stakeholders
- Able to demonstrate a good understanding of Credit Referencing Agency reports KYC AML and fraud prevention systems
- Experience of mortgage case management (an advantage)
- CeMap qualified (an advantage)
Benefits & perks
- Competitive salary company bonus scheme
- Hybrid working policy
- 25 days holiday (increasing with the length of service)
- Private healthcare
- Enhanced parental leave
- Matched pension contributions up to 4%
- Critical illness cover
- Employee Assistance Programme & Mental Health support
- Life assurance
- Regular performance reviews to promote a culture of growth and development
- Leadership training for managers
- Give as you earn scheme for charitable donations
- Support for attending conferences and professional learning & development
- Discounts via Perkbox
- Cycle to work scheme
- Season ticket loan
- Electric car loan scheme
- Monthly socials & annual offsite
Diversity Inclusion & Belonging at LendInvest
At LI we believe in bringing your whole selves to work we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds perspectives and skills.
Key Skills
- Project Portfolio Management
- Motivational Interviewing
- HIPAA
- Computer Skills
- Intake Experience
- Lean Six Sigma
- Conflict Management
- Case Management
- Team Management
- Program Development
- Social Work
- Addiction Counseling
