Case Manager - Specialist Lending

Company : Confidential

Job Description - Case Manager - Specialist Lending

Prepare and issue terms to brokers and clients.
Organise and manage files for cases, ensuring all documentation is up-to-date
Proactively follow up on sent terms within agreed timescales.

Our client, a well-regarded and expanding specialist lender, is seeking a proactive and organised Sales Administrator / Case Manager to support their dynamic Sales team. This role is ideal for someone with at least 12 months of experience in mortgages or bridging finance and a genuine interest in the property sector.
Key Responsibilities:

Prepare and issue terms to brokers and clients.
Organise and manage files for each case, ensuring all documentation is up-to-date.
Proactively follow up on sent terms within agreed timescales.
Maintain and update the internal CRM system.
Collaborate closely with the underwriting team to support case progression.
Obtain and manage quotes from external professionals.
Instruct professionals such as surveyors, lawyers, and quantity surveyors as needed.
Book broker appointments for Business Development Managers (BDMs).
Request and follow up on Feefo customer reviews on a weekly basis.

Candidate Profile:

Minimum 12 months’ experience in mortgage or bridging finance administration.
Strong organisational skills and attention to detail.
Excellent communication and time-management skills.
Comfortable working across multiple cases with shifting priorities.
Confident using CRM systems and office software.
A positive, can-do attitude and a strong team player.

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Case Manager - Specialist Lending

Job Description - Case Manager - Specialist Lending

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