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Bridging Case Manager

Remote: 
Full Remote
Contract: 
Experience: 
Mid-level (2-5 years)
Work from: 

Offer summary

Qualifications:

2+ years experience in Bridging and Commercial mortgage industry, Experience in case management or administration preferred.

Key responsabilities:

  • Verify each case to meet lender requirements
  • Prepare and communicate case requirements to clients
  • Manage client correspondence and documentation
  • Organize client cases and workflows efficiently
  • Maintain communication with Bridging Advisers on case status
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2 - 10 Employees
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Job description

This is a remote position.

Bridging Case Manager


Fully Remote (Must be based in the UK)

Are you an experienced Bridging Case Manager? Ready to use next-gen technology to process applications more quickly and efficiently?

We have an exciting opportunity with one of our exclusive clients.

Role Overview:

As a Bridging Case Manager, you’ll play a crucial role in packaging the right products for a continuous stream of customers.


Your key responsibilities will include:
  • 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.


Requirements

To excel in this role, you’ll need:

  • 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.


Benefits

You’ll become part of a smart, innovative, and industry-leading company. Benefits include:

  • 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.

Sound good? We’d love to hear from you.

Required profile

Experience

Level of experience: Mid-level (2-5 years)
Industry :
Human Resources, Staffing & Recruiting
Spoken language(s):
English
Check out the description to know which languages are mandatory.

Other Skills

  • Knowledge Transfer
  • Customer Service
  • Verbal Communication Skills
  • Problem Solving
  • Time Management
  • Organizational Skills

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