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- Tasks: Manage post cases and relationships, ensuring compliance and performance standards.
- Company: Join a dynamic financial services firm focused on bridging finance solutions.
- Benefits: Enjoy flexible working options and opportunities for professional growth.
- Why this job: Be part of a supportive team making impactful financial decisions.
- Qualifications: Background in financial services with strong communication and organisational skills required.
- Other info: Knowledge of GDPR and the conveyancing process is a plus.
The Role To manage post cases, from funding to redemption, to ensure that they complete with the original terms by implementing any account management and redemption strategies necessary. Manage the Key relationships within the post-completion unit, by devising and agreeing an action plan of all key elements and reviewing, developing and implementing service-level agreements and reports, including any key financial implications that can be presented to the Board to provide them with surety that the performance of Key stakeholders are performing to the expected standard, mitigating risk to the business in line with the Boards appetite. The Responsibilities * Monitor the progress of loans through their term * Monitor milestones, key events, and conditions subsequent during the term of the loan. * Portfolio management and general support to the underwriting team * Managing clients and brokers daily via telephone and email to gather information, identify issues and propose remediation plans. * Identifying and appointing administrators or receivers where appropriate * Managing relationships with solicitors, asset managers, receivers and administrators regularly * Dealing with any breaches or non-compliance of the loan terms and chasing clients for payment or compliance. * Prepare redemption statements * Deal with any further advances or extensions required * Build relationships with Key Partners and Investors * Knowledge of Bridging Finance, along with first and second charge residential, development and commercial loans. * Ability to review and challenge documentation. * Good team player and able to work on own initiative. * Excellent oral and written communication * Knowledge of the conveyancing process * Background in Financial services * Use of Excel spreadsheets * Ability to communicate at all levels * Have numeracy skills * Good organisational skills & numeracy skills Understanding and awareness of GDPR and legislative requirements
Bridging Case Manager employer: Aimee Willow Connex Ltd
Contact Detail:
Aimee Willow Connex Ltd Recruiting Team
StudySmarter Expert Advice 🤫
We think this is how you could land Bridging Case Manager
✨Tip Number 1
Familiarise yourself with the key aspects of Bridging Finance and the conveyancing process. This knowledge will not only help you understand the role better but also allow you to engage in meaningful conversations during interviews.
✨Tip Number 2
Network with professionals in the financial services sector, especially those involved in bridging loans. Attend industry events or join relevant online forums to build connections that could lead to job opportunities.
✨Tip Number 3
Prepare to discuss your experience with portfolio management and client relations. Think of specific examples where you've successfully managed relationships or resolved issues, as these will demonstrate your capability for the role.
✨Tip Number 4
Showcase your organisational skills by preparing a mock action plan or service-level agreement related to loan management. This will illustrate your proactive approach and understanding of the responsibilities involved in the role.
We think you need these skills to ace Bridging Case Manager
Some tips for your application 🫡
Tailor Your CV: Make sure your CV highlights relevant experience in managing post cases, portfolio management, and client relationships. Use specific examples that demonstrate your ability to monitor loan progress and manage compliance.
Craft a Strong Cover Letter: In your cover letter, emphasise your knowledge of bridging finance and your experience with financial services. Discuss how your skills align with the responsibilities outlined in the job description, particularly your communication and organisational skills.
Showcase Relevant Skills: Highlight your proficiency in Excel and your ability to review documentation. Mention any experience you have with the conveyancing process and your understanding of GDPR and legislative requirements, as these are crucial for the role.
Proofread Your Application: Before submitting, carefully proofread your application for any spelling or grammatical errors. A well-presented application reflects your attention to detail, which is essential for the Bridging Case Manager position.
How to prepare for a job interview at Aimee Willow Connex Ltd
✨Showcase Your Knowledge of Bridging Finance
Make sure to brush up on your understanding of bridging finance, including first and second charge residential, development, and commercial loans. Be prepared to discuss how this knowledge can help you manage post cases effectively.
✨Demonstrate Strong Communication Skills
Since the role involves managing relationships with clients, brokers, and various stakeholders, practice articulating your thoughts clearly. Use examples from your past experiences to illustrate your excellent oral and written communication skills.
✨Prepare for Scenario-Based Questions
Expect questions that assess your problem-solving abilities, especially regarding breaches or non-compliance of loan terms. Think of specific situations where you've successfully identified issues and proposed effective remediation plans.
✨Highlight Your Organisational Skills
Given the need for portfolio management and monitoring milestones, be ready to discuss how you stay organised and manage multiple tasks. Share any tools or methods you use to keep track of important deadlines and communications.
