Case Manager
Job Description
A mortgage offer is only the beginning of the journey.
\nWe’re looking for someone who can take ownership of the next stage, keeping cases moving, supporting underwriters and helping deliver a seamless experience for our brokers and customers.
\nSound like you? Join West One Loans and be part of our growth.
Key Accountabilities\n- \n
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Engage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completion
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Monitor and manage upcoming expiration of documents and offers
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Update all relevant systems to maintain management information
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Ensure that all mortgage conditions are satisfied prior to cases completing
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Work closely with the underwriting team to effectively manage the post offer caseload
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Process incoming completion documentation either via post, email etc
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Provide daily/weekly/monthly completion forecasts to line manager
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Gain a full understanding or the underwriting process (underwriting cross skill to provide cover when required)
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Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.
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Instructing Solicitors to act on behalf of West One in the transaction.
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Carrying out a QA check for other underwriters.
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As experience increases, the trainee underwriter’s cases will need to be QA checked by another member of the team.
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A point of contact for incoming calls to the team’s main group telephone number.
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Return any original documents to clients
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Pass internal competency tests post induction
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Strong organisational skills
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Good verbal & written communication skills
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Excellent attention to detail
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Time management
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Competent user of Microsoft office software
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Positive attitude to develop and expand knowledge
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Ability to perform under pressure and meet deadlines
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Experience within the secured lending sector
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A good understanding of the underwriting process
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Previous experience of managing a caseload in a fast-paced environment
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Industry relevant qualifications are beneficial but not a requirement
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Experience within an administrative role
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GCSE English & Maths
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Excellent communication skills
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Resilient and flexible
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Team Player
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Approachable and self- motivated
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At West One Loans, we’re growing fast and looking for ambitious people who want to be part of our exciting journey. We’ll give you the tools, training, and support you need to succeed, while offering clear opportunities to progress your career.
\nAlongside this, we offer a strong benefits package, including private medical healthcare, 25 days’ annual leave, paid volunteering days, and a host of additional benefits.
\nIf you’re ready to build your career with a Specialist Lender and make an impact - click apply today!
