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For Companies At a Glance
- Tasks: Manage client relationships and oversee loan processes in a dynamic environment.
- Company: Join a leading lender in the Bridging Finance sector, known for innovation and growth.
- Benefits: Enjoy hybrid working options and a supportive team culture.
- Why this job: This role offers hands-on experience in finance and the chance to build valuable industry connections.
- Qualifications: 2+ years in Bridging finance, strong communication skills, and a proactive attitude required.
- Other info: Opportunity for career progression in a fast-paced industry.
The predicted salary is between 36000 - 60000 £ per year.
Job Description
Case Manager
Bridging Finance
London
We are proud to be working with a reputable Bridging Lender in the heart of London. We are looking for a Case Manager, in this role you would be supporting Credit Managers throughout the loan application process. This involves close collaboration with various stakeholders, including the sales team, brokers, borrowers, valuers, asset managers, and solicitors. You will be integral to the smooth progression of loan applications, ensuring a high level of efficiency and customer satisfaction.
This is a hybrid role, one day per week from home.
Responsibilities:
- Conduct a pre-underwrite of loans for Credit Managers, offering valuable insights and assistance on various loan applications.
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Provide support to Credit Managers by reviewing underwriting and legal requirements, legal documents, valuations, and preparing internal tools and forms for completion.
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Communicate effectively with brokers, borrowers, and other third parties to maintain positive relationships.
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Supervise the Credit Analyst team, ensuring workloads are monitored and tasks are completed promptly, providing assistance with overflow tasks.
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Generate monthly reports for applications involving refurbishment tranches, liaising with borrowers for loan updates and ensuring that works are on time and within budget.
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Review reports, invoices, and bank statements, preparing approval forms for the necessary approvals.
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Oversee the Asset Manager panel, ensuring that service levels are consistently maintained.
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Liaise with borrowers regarding nonpayment of monthly interest, ensuring that payments are made within agreed timelines.
Qualifications and Skills:
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Previous experience in a similar role within the financial or lending industry.
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Strong understanding of underwriting and legal requirements for loan applications.
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Excellent communication skills with the ability to maintain positive relationships with various stakeholders.
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Supervisory skills, able to monitor workloads and ensure tasks are completed efficiently.
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Proficient in report generation and analysis.
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Detail-oriented with the ability to review legal documents, valuations, and financial statements accurately.
Contact Detail:
KFS Recruitment Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Case Manager
✨Tip Number 1
Familiarise yourself with the Bridging Finance sector. Understanding the nuances of this industry will not only help you in interviews but also demonstrate your genuine interest in the role.
✨Tip Number 2
Network with professionals in the Bridging Finance field. Attend industry events or join relevant online forums to connect with potential colleagues and learn more about the role from those already in the industry.
✨Tip Number 3
Brush up on your communication skills. Since the role involves daily interactions with clients and brokers, practising clear and effective communication can set you apart during the interview process.
✨Tip Number 4
Prepare to discuss your experience with compliance and documentation. Be ready to share specific examples of how you've handled similar situations in the past, as this will showcase your expertise and problem-solving abilities.
We think you need these skills to ace Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in the bridging finance sector. Emphasise your skills in managing client relationships, compliance, and documentation review, as these are crucial for the Case Manager role.
Craft a Compelling Cover Letter: Write a cover letter that specifically addresses the responsibilities mentioned in the job description. Discuss your experience with managing clients and brokers, and how you can contribute to the team’s success.
Showcase Relevant Skills: In your application, clearly demonstrate your organisational skills, numeracy, and understanding of the conveyancing process. Use specific examples from your past roles to illustrate these abilities.
Proofread Your Application: Before submitting, carefully proofread your CV and cover letter for any spelling or grammatical errors. A polished application reflects your attention to detail, which is essential for a Case Manager.
How to prepare for a job interview at KFS Recruitment
✨Showcase Your Communication Skills
As a Case Manager, you'll be managing clients and brokers daily. Make sure to demonstrate your excellent oral and written communication skills during the interview. Prepare examples of how you've effectively communicated in previous roles.
✨Highlight Your Financial Services Experience
With at least 2 years of Bridging experience required, it's crucial to discuss your background in financial services. Be ready to share specific instances where you successfully navigated challenges in this field.
✨Demonstrate Problem-Solving Abilities
The role involves identifying issues and proposing remediation plans. Prepare to discuss situations where you've had to think on your feet and resolve problems efficiently, showcasing your ability to manage relationships with various stakeholders.
✨Familiarise Yourself with GDPR and Compliance
Understanding GDPR and legislative requirements is essential for this role. Brush up on these topics before the interview and be prepared to discuss how you've ensured compliance in your previous positions.
