Bridging Case Manager
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Job Location:
Monthly Salary:
Posted on:
3 hours ago
Vacancies:
1 Vacancy
Job Summary
Are you an experienced case manager who enjoys problem solving and taking ownership of a pipeline of cases
Do you enjoy a varied role where no two days are the same and thrive under time-sensitive deadlines
If this sounds like you then this could be the perfect next step in your career. Apply today and join the growing team at West One Loans. Key Accountabilities
The role requires you manage loan applications from submission of the application form through to completion assisting the underwriters and liaising with all third-party stakeholders where necessary including but not limited to brokers/solicitors/valuers.
You will be responsible for all inbound call taking and keeping data up to date for the whole team.
You will be responsible for taking ownership of allocated cases from submission of the application form through to completion.
Key Accountabilities
Answering and distributing incoming calls in a professional manner and actioning where appropriate.
Handling incoming queries from our introducers and/or customers regarding potential and existing loan applications.
Preparing loan documentation/term sheets.
Following up on documentation sent with our introducers.
Updating data on spreadsheets.
Liaising with our underwriting teams to provide high standard of service to our broker partners.
Assess loan documentation including valuation reports and requesting additional information from brokers where required highlighting any concerns
Carry out checks on the applicants and properties and assess their suitability for the loan applied for
Proactively chase outstanding information from third parties and timely updates to introducers to enable service excellence
Liaising with introducers and solicitors
Overseeing cases from inception through to completion
Skills & Competencies
Pass internal competency tests post induction
Team player
Self Motivated
Good communication skills essential for dealing with brokers borrowers and lenders
Proactive
Logical and organised
Problem solver
Approachable
Knowledge & Qualifications
GCSE English & Maths
A knowledge of bridging finance or experience in the lending market is preferrable but not essential.
Experienced in use of Word Excel Power Point and Outlook. Personal Attributes
Personal Attributes
Resilient and flexible
Team Player
Approachable and self- motivated
Attention to detail
Proactive Why Join
Why Join Us
At West One Loans were growing fast and looking for ambitious people who want to be part of our exciting journey. Well give you the tools training and support you need to succeed while offering clear opportunities to progress your career.
Alongside this we offer a strong benefits package including private medical healthcare 25 days annual leave paid volunteering days and a host of additional benefits.
If youre ready to build your career with a Specialist Lender and make an impact - click apply today!
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
About Company
At Enra we believe that working together collaboratively is the best way to serve our customers and develop our colleagues. We are very focused on developing and maintaining our culture and remaining dedicated to the CREDIT values on which Enra was built: Customers Results Energy Deve ... View more
