Case Manager - Post-Offer - 3 Month Contract
LendInvest, United Kingdom
Job Description
About Us
LendInvest (www.lendinvest.com) is the UK’s leading marketplace for property finance and one of the country’s largest non-bank mortgage lenders. Since launching in 2008, LendInvest has lent over 2.8 billion ($3.6 billion) and raised over 1.8 billion ($2.3 billion) of debt and equity from investors.
LendInvest uses technology to provide borrowers with short-term property finance and buy-to-let mortgages, and makes it possible for investors - from individuals to global financial institutions including HSBC, Citigroup and NAB - to invest in the loans it originates in return for a stable income secured against property.
LendInvest is on a mission to make property finance simple creating products that make it easy to lend and invest in property. We are on track to becoming the largest non-bank mortgage lender in the UK.
About The Role
The role of the Case Manager is to provide the Post Offer team with administrative support and proactively manage a small pipeline of BTL mortgage cases from offer through the legal process to completion.
You will utilise our systems to gather information and promptly instruct Solicitors on new cases. You will liaise closely with brokers to manage all new cases to ensure undertaking fees are paid / client care packs are returned in a timely manner, and assign Case Managers to progress to completion.
To manage a small pipeline of cases, you will work closely with Solicitors, Underwriters and brokers collecting outstanding documents, answering queries and ensuring all legal documents and conditions from the mortgage offer are satisfied in a timely and professional manner.
Other key parts to the role are to ensure the data we hold on our origination system is 100% accurate. As well as managing instructions through the new automated process, updating Monday.com and carrying out pre completion calls.
The successful candidate must be familiar with a fast paced working environment, be able to manage time effectively and meet the team’s demanding SLAs. They must be proactive, have sound judgement, great attention to detail/accuracy and communicate in a professional and friendly manner, to ensure delivery of excellent levels of customer service.
About Your Work
- Manage legal instructions for the team
- Manage unsigned offer pipeline
- Proactively managing a pipeline of cases ensuring case files are ready for completion
- Instructing and liaising with solicitors, answering queries and updating brokers throughout the process
- Refer any complex legal questions to the Senior team and Underwriters
- Attending weekly triage calls with our legal partners to manage anticipated completions
- Manage the broker bank detail process to ensure all details are on file ready for completion
- Carry out pre completion calls for your own cases and assist with the team when possible with theirs
- Keep case files and related data fully up to date and 100% accurate
- Ensure that on completion, cases successfully transition to the Loan Servicing platform
- Weekly Update of Pepper Processing IDs
About You
- Great attention to detail
- Ability to multi-task and go the extra mile
- Sound judgement
- Ability to work well under pressure to meet strict deadlines
- Excellent organisational skills
- Articulate with excellent written and verbal communication skills
- Team player, whose behaviour demonstrates commitment to team goals
- Ability to adapt to system and process changes
Perks
- 25 days’ holiday
- Matched pension contributions up to 4%
- Private healthcare (Vitality)
- Cycle to work scheme
- Season ticket loan
- Discounts via Perkbox
- Socials including Painting Classes and Weekly Yoga (Remotely)
Due to current public health protections, the location for this role is currently remote, however we do believe in a strong office culture and look forward to welcoming you to our central London office in Fitzrovia when we return.