Bridging Case Manager

• 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 organizing 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.

• 2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or administration.

• 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.

• Market-leading salary reflecting your skills and value.

• Monthly bonus scheme.

• 21 days 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.

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