Case manager Job in W1J, Mayfair, Greater London

Case manager Job in W1J, Mayfair, Greater London. Apply for the latest W1J, Mayfair, Greater London jobs in Accounting/Financial/Insurance.

Case manager Job in W1J, Mayfair, Greater London

Job Description
Case Manager – Bridging finance

£35,000 – £40,000 + Benefits + Bonuses

Location: Mayfair

Hybrid (4 in office, 1 day work from home)

An exciting opportunity to join a boutique mortgage lender based in Mayfair, London. The successful candidate will be responsible for managing unregulated bridging loan applications from inception to completion.

Responsibilities:

* Liaising with borrowers, lender’s solicitors, valuers, quantity surveyors, brokers, and internal salespeople to effectively manage the lending process

* Reviewing application forms, loan documentation, credit reports, valuation reports, bank statements, Companies House, and HM Land Registry websites

* Preparing indicative terms and loan offer letters

* Onboarding new investors and preparing investment memorandums for investors

* Preparing client statements for investors and borrowers

* Creating and maintaining reports in Excel

* Ensuring documents assessed in line with internal policies and procedures as well as regulatory guidelines

* Migrating loan data from Excel into a loan management system

* Updating contacts in the CRM database

* Managing & training future junior hires

* Monitoring websites for industry news and statistics

* Attending team meetings and providing loan updates to managers

* Carrying out ad hoc duties and aiding as and when required

Experience:

* Educated to degree level or equivalent

* Minimum 1 year experience working in a similar role at a bridge lender

* Intermediate/advanced level of Microsoft Office applications such as Outlook, Excel, Word, and PowerPoint

* Good work ethic and self-disciplined

* Team player with good communication (written and spoken English)

* Strong customer service and organisation skills

* Analytically minded with high attention to detail and ability to multi-task

* Ability to strict deadlines

* Commitment to professional development

Benefits

* Holiday leave: 25 days paid annual leave in addition to bank holidays

* Pension: Company pension

* Dress code: Casual dress

* Working hours: Full time, Monday to Friday, 09:30-17:30

Job Type: Permanent, Full Time
Location: W1J, Mayfair, Greater London
Category: Accounting/Financial/Insurance
City: Mayfair
County: Greater London
Country: United Kingdom
Salary: £35000 – £40000/annum Bonuses, Benefits
Benefits: Bonuses, Benefits