Case Manager Specialist Property Finance

Up to £35,000 plus excellent bonus and benefits

Please note, this role is 5 days a week in the office

Are you a highly organised and professional administrator with a passion for providing excellent customer service? We have an exciting opportunity for a Case Manager to join a leading specialist finance provider that offers tailored solutions to the UK property market.

We have a fantastic opportunity for a Bridging Case Manager to join a well-established and expanding financial services provider based in Hertfordshire. This role is crucial to the success of the team, as you will be responsible for managing loan applications from initial inquiry to final completion.

Key Responsibilities of the Case Manager Specialist Property Finance:

• Manage a pipeline of bridging loan applications, ensuring a smooth and swift process.
• Communicate effectively with brokers and clients to obtain necessary documents and information, keeping them updated on the progress of their applications.
• Provide outstanding service that builds strong relationships and encourages repeat business.
• Support the Business Development Manager with administrative tasks, including managing correspondence and scheduling meetings.
• Prepare key documentation such as Heads of Terms (HOTs) and Agreements in Principle (AIPs).
• Maintain accurate records of all communication and client data within the company's CRM system.
• Contribute to team meetings and provide weekly progress reports.
• Handle property information and obtain valuation quotes.

Requirements for the successful Case Manager Specialist Property Finance:

• Proven experience in a high-volume administrative or case management role.
• Experience within a lending or mortgage environment is highly desirable.
• Excellent communication skills, both written and verbal, with a professional and friendly telephone manner.
• A high degree of organisation and attention to detail.
• The ability to manage multiple priorities and work effectively under pressure.
• A proactive, problem-solving attitude.

This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency.