Key Facts

Remote From:

Full time

Mid-level (2-5 years)

English

Hard Skills

Legal Document Management Advanced Case Management Business Communication Care Management Stakeholder Communications Process Management Organizational Structure Client Services Remote Administration

Other Skills

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Communication
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Multitasking
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Time Management
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Teamwork
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Detail Oriented

Roles & Responsibilities

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.

Requirements:

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.

mywork

Human Resources, Staffing & Recruiting

About mywork

Passionate about people and technology, aligning talented professionals with great opportunities and clients. mywork is a specialist Technology Recruitment agency that speaks your language and understands your industry. mywork has a proven track record of successfully placing talented professionals nationally and internationally, from our Dorset based office. We are continuously sourcing and connecting with passive and active candidates. With the 10 years specialist sector knowledge, regional experience and the motivation to deliver on your requirements. The specialisms we cover represent some of the most exciting areas of employment growth. Digital, Marketing, Data, AI, and E-commerce Not for profit Medical / Pharma IT and Telecoms Financial Services, FinTech Luxury Retail FMCG Business Support and HR mywork will work with you as your advisor, coach, consultant and business partner, to get you where you want to be. www.instagram.com/mywork.agency/

Company type: Startup

Industry: Human Resources, Staffing & Recruiting

Founded: 2018

Company size: 2 - 10

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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.

Our client isn't just a household name—they're pioneering the future of financial advice. As a rapidly expanding disruptor in financial services that has tripled in size over the last four years, they're redefining what's possible in the financial industry through innovation and client-focused solutions.

Our client's proprietary cutting-edge platform, developed by industry experts, eliminates the traditional struggle for new business, allowing you to focus on what you do best.

Working within a team of 180+ professionals across the UK and consistent month-on-month growth, this isn't just a job - it's joining a success story in the making.

Due to year-on-year growth my client is actively seeking experienced and ambitious Secured Loan Advisors to join their successful team and contribute by looking after direct applicants from enquiry through to completion/paid out.

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.