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A passion for people and technology, aligning expert professionals with great clients.01202 985110

This is a remote position.

Bridging Case Manager

Fully Remote (Must be based in the UK)

Are you an experienced Bridging Case Manager? Ready to use next-gen technology to process applications more quickly and efficiently?

We have an exciting opportunity with one of our exclusive clients.

Role Overview:

As a Bridging Case Manager, you’ll play a crucial role in packaging the right products for a continuous stream of customers.

Your key responsibilities will include:

• Fully verifying each case at the ‘Pack In’ stage to meet lender requirements for the recommended product.
• Producing a comprehensive list of case requirements for the client’s adviser to communicate to the client.
• Ensuring each case requirement is clearly understood by the client’s adviser.
• Managing all client correspondence from the ‘Pack In’ stage and processing any received documentation.
• Maintaining and organizing your client case list and daily workflow meticulously.
• Delivering a consistent conversion rate from ‘Pack In’ to ‘Funded’.
• Working closely with Bridging Advisers to keep them informed of each case’s status.
• Ensuring submitted cases meet all potential Lender Requirements and are processed within the appropriate Lender service level agreements.
  
  

• 2+ years experience in the Bridging and Commercial mortgage industry, preferably in case management (packaging/processing) or administration.
• Ability to manage multiple customers proactively and efficiently in a fast-paced environment.
• Dedication to providing each customer with the care, attention, and support they need through the often stressful process.
  
  

• Market-leading salary reflecting your skills and value.
• Monthly bonus scheme.
• 21 days holiday, plus Bank Holidays (with an extra day for each year of service, up to 25 days plus bank holidays).
• Monthly Perkbox perks: great deals on holidays, shopping, cinema tickets, car rental, and more.
• Pension with True Potential Investor.
• BUPA health insurance.
• Regular team socials.
• Permanent work-from-home setup with all IT equipment provided.
  
  

Seniority level

• Seniority level

  Mid-Senior level

Employment type

• Employment type

  Full-time

Job function

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