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    Case Manager - Cardiff, United Kingdom - D&R Recruitment

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    Full time Administrative
    Description

    Case Manager – Bridging and Commercial Finance
    Location: Cardiff / Swansea

    Up to £29,000 plus bonuses – Hybrid Working

    We are seeking a Case Manager / Packager for a key role in supporting Credit Managers during the loan application process. This position involves collaborating closely with various stakeholders, such as the sales team, brokers, borrowers, valuers, asset managers, and solicitors, to ensure the smooth progression of loan applications and maintain a high level of efficiency and customer satisfaction.

    Responsibilities for the Case Manager - Bridging Finance:

    • Conduct a pre-underwrite of loans for Credit Managers, providing valuable insights and assistance on different loan applications.
    • Support Credit Managers by reviewing underwriting and legal requirements, legal documents, valuations, and preparing internal tools and forms for completion.
    • Effectively communicate with brokers, borrowers, and other third parties to nurture positive relationships.
    • Supervise the Credit Analyst team, overseeing workloads and ensuring prompt task completion, offering aid with overflow tasks.
    • Generate monthly reports for applications involving refurbishment tranches, engage with borrowers for loan updates, and verify works are on schedule and within budget.
    • Review reports, invoices, and bank statements, prepare approval forms for necessary reviews.
    • Monitor the Asset Manager panel, upholding consistent service levels.
    • Engage with borrowers regarding late monthly interest payments, ensuring adherence to agreed timelines.

    Qualifications and Skills for the Case Manager – Bridging Finance:

    • Previous experience in a comparable role within the financial or lending sector.
    • Solid comprehension of underwriting and legal requirements for loan applications.
    • Outstanding communication skills, capable of fostering positive relationships with different stakeholders.
    • Effective supervisory abilities, adept at overseeing workloads and ensuring efficient task completion.
    • Proficiency in report generation and analysis.
    • Detail-oriented with accurate review skills for legal documents, valuations, and financial statements.


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