Case Manager

To maintain and manage the pipeline of 1st & 2nd charge cases after a mortgage offer has been issued and to provide administrative support to the underwriters across our mortgage lending division. Key Accountabilities Engage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completion Monitor and manage upcoming expiration of documents and offers Update all relevant systems to maintain management information Ensure that all mortgage conditions are satisfied prior to cases completing Work closely with the underwriting team to effectively manage the post offer caseload Process incoming completion documentation either via post, email etc Provide daily/weekly/monthly completion forecasts to line manager Gain a full understanding or the underwriting process (underwriting cross skill to provide cover when required) Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly. Instructing Solicitors to act on behalf of West One in the transaction. Carrying out a QA check for other underwriters. As experience increases, the trainee underwriter’s cases will need to be QA checked by another member of the team. A point of contact for incoming calls to the team’s main group telephone number. Return any original documents to clients Skills & Competencies Pass internal competency tests post induction Strong organisational skills Good verbal & written communication skills Excellent attention to detail Time management Competent user of Microsoft office software Positive attitude to develop and expand knowledge Ability to perform under pressure and meet deadlines Knowledge & Qualifications Experience within the secured lending sector A good understanding of the underwriting process Previous experience of managing a caseload in a fast-paced environment Industry relevant qualifications are beneficial but not a requirement Experience within an administrative role GCSE English & Maths Personal Attributes Excellent communication skills Resilient and flexible Team Player Approachable and self- motivated

Location: Watford, GB

Posted Date: 1/10/2025