Specialist Recruiters in Property & Finance
Integrating the best people
Case Manager - Specialist Lending
557341
- £30,000.00 to £35,000.00
- Herefordshire, UK
- Permanent / Full Time
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:
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.
- 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.
Lucie Abadi-Johns
Senior Consultant | Commercial Finance | Invoice, Asset, ABL
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