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

Up to £29,000 plus bonuses – Hybrid Working

We are looking for a Case Manager / Packager, in this role you would be supporting Credit Managers throughout the loan application process. This involves close collaboration with various stakeholders, including the sales team, brokers, borrowers, valuers, asset managers, and solicitors. You will be integral to the smooth progression of loan applications, ensuring a high level of efficiency and customer satisfaction.

Responsibilities for the Case Manager - Bridging Finance:

·Conduct a pre-underwrite of loans for Credit Managers, offering valuable insights and assistance on various loan applications.

·Provide support to Credit Managers by reviewing underwriting and legal requirements, legal documents, valuations, and preparing internal tools and forms for completion.

·Communicate effectively with brokers, borrowers, and other third parties to maintain positive relationships.

·Supervise the Credit Analyst team, ensuring workloads are monitored and tasks are completed promptly, providing assistance with overflow tasks.

·Generate monthly reports for applications involving refurbishment tranches, liaising with borrowers for loan updates and ensuring that works are on time and within budget.

·Review reports, invoices, and bank statements, preparing approval forms for the necessary approvals.

·Oversee the Asset Manager panel, ensuring that service levels are consistently maintained.

·Liaise with borrowers regarding nonpayment of monthly interest, ensuring that payments are made within agreed timelines.

Qualifications and Skills for the Case Manager – Bridging Finance:

·Previous experience in a similar role within the financial or lending industry.

·Strong understanding of underwriting and legal requirements for loan applications.

·Excellent communication skills with the ability to maintain positive relationships with various stakeholders.

·Supervisory skills, able to monitor workloads and ensure tasks are completed efficiently.

·Proficient in report generation and analysis.

·Detail-oriented with the ability to review legal documents, valuations, and financial statements accurately.