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- Tasks: Support Credit Managers in the loan application process and ensure smooth progression.
- Company: Join a reputable Bridging Lender based in Borehamwood, known for its efficiency.
- Benefits: Enjoy a collaborative work environment with opportunities for growth and development.
- Why this job: Be part of a dynamic team that values customer satisfaction and efficiency in finance.
- Qualifications: Previous experience in finance or lending, strong communication, and supervisory skills required.
- Other info: Opportunity to work closely with various stakeholders and enhance your professional network.
The predicted salary is between 36000 - 60000 £ per year.
We are proud to be working with a reputable Bridging Lender, based in Borehamwood. 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.
Responsibilities:
- Conduct a pre-underwrite of loans for Credit Managers, offering valuable insights and assistance on various loan applications.
- Provide support to Credit Managers by reviewing underwriting and legal requirements, legal documents, valuations, and preparing internal tools and forms for completion.
- Communicate effectively with brokers, borrowers, and other third parties to maintain positive relationships.
- Supervise the Credit Analyst team, ensuring workloads are monitored and tasks are completed promptly, providing assistance with overflow tasks.
- Generate monthly reports for applications involving refurbishment tranches, liaising with borrowers for loan updates and ensuring that works are on time and within budget.
- Review reports, invoices, and bank statements, preparing approval forms for the necessary approvals.
- Oversee the Asset Manager panel, ensuring that service levels are consistently maintained.
- Liaise with borrowers regarding nonpayment of monthly interest, ensuring that payments are made within agreed timelines.
Qualifications and Skills:
- Previous experience in a similar role within the financial or lending industry.
- Strong understanding of underwriting and legal requirements for loan applications.
- Excellent communication skills with the ability to maintain positive relationships with various stakeholders.
- Supervisory skills, able to monitor workloads and ensure tasks are completed efficiently.
- Proficient in report generation and analysis.
- Detail-oriented with the ability to review legal documents, valuations, and financial statements accurately.
Case Manager employer: KFS Recruitment
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 specific loan application processes and underwriting requirements in the bridging finance sector. This knowledge will not only help you understand the role better but also demonstrate your commitment and expertise during any discussions.
✨Tip Number 2
Network with professionals in the financial and lending industry, especially those who have experience as Case Managers or Credit Managers. Engaging with them can provide valuable insights and potentially lead to referrals that could enhance your application.
✨Tip Number 3
Prepare to discuss your previous experiences in detail, particularly how you've managed relationships with stakeholders like brokers and borrowers. Highlighting specific examples of successful collaborations can set you apart from other candidates.
✨Tip Number 4
Showcase your analytical skills by being ready to discuss how you've handled report generation and analysis in past roles. Being able to articulate your approach to reviewing financial statements and legal documents will demonstrate your attention to detail and suitability for the position.
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 financial or lending industry. Emphasise your understanding of underwriting and legal requirements, as well as any supervisory roles you've held.
Craft a Compelling Cover Letter: In your cover letter, explain why you're interested in the Case Manager position specifically at Bridging Finance. Mention your communication skills and how you can maintain positive relationships with stakeholders.
Showcase Relevant Skills: When detailing your experience, focus on your ability to conduct pre-underwrites, review legal documents, and generate reports. Use specific examples to demonstrate your detail-oriented nature and efficiency.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A polished application reflects your attention to detail, which is crucial for this role.
How to prepare for a job interview at KFS Recruitment
✨Know Your Stuff
Make sure you have a solid understanding of the financial and lending industry, especially underwriting and legal requirements. Brush up on relevant terminology and processes so you can speak confidently about your experience and how it relates to the role.
✨Showcase Your Communication Skills
Since this role involves liaising with various stakeholders, be prepared to demonstrate your excellent communication skills. Think of examples where you've successfully maintained positive relationships with brokers, borrowers, or other parties in previous roles.
✨Highlight Your Supervisory Experience
If you've had any supervisory roles, be ready to discuss how you've managed workloads and ensured tasks were completed efficiently. Share specific instances where your leadership made a difference in team performance.
✨Prepare for Scenario Questions
Expect questions that assess your problem-solving abilities, especially regarding loan applications and customer satisfaction. Prepare scenarios where you had to navigate challenges or conflicts, and explain how you resolved them effectively.
