Case Manager

at  Altum HR

General Purpose: Join our client’s dynamic team as a Case Manager, where you will be the key facilitator between our client’s lending business and our valued customers, introducers, third-party property specialists, and solicitors. Your role will ensure a seamless and efficient journey from application to funding, significantly impacting our clients’ experience.

• Support Underwriting Team: Collaborate closely with underwriting colleagues to manage and process pipeline applications.
• Communication Management: Monitor and respond to inquiries from your email inbox and team inboxes, ensuring timely and accurate communication with brokers and direct borrowers.
• Telephone Enquiries: Handle telephone inquiries for new applications from brokers and borrowers, providing clear and helpful information.
• Application Processing: Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting. Log all new inquiries on the CRM system.
• Fraud Prevention Checks: Complete necessary fraud prevention checks and process applications from receipt to submission.
• Case Assessment: Package new applications, perform initial case assessments, review borrowers’ assets and liabilities, and request additional information as needed.
• Consent Requests: Request consent for second charges from existing lenders.
• Pipeline Management: Proactively manage a pipeline of 50 cases, ensuring information is requested promptly from customers and third parties to achieve completion targets.
• Customer Updates: Provide regular updates to customers and stakeholders, ensuring all required information is requested within service levels.
• Data Accuracy: Ensure all data entry and system notations are accurate and completed within agreed Service Level Agreement for all new transactions.
• Relationship Building: Communicate clearly and consistently with brokers, introducers, customers, and colleagues to build and maintain positive working relationships.
• Preparation of Instructions: Prepare valuation, asset manager/project monitoring surveyor, and legal instructions for the underwriter.
• Drafting Offer Letters: Draft conditional offer letters and facility letters.
• Networking and Development: Represent the business at PIN and other networking events to support your ongoing professional development.
• Additional Activities: Engage in activities outside your day-to-day role as needed.