Case Administrator
2 days ago
Birmingham
This is an important role within a growing business. You will be responsible for keeping transactions moving, liaising with clients, lenders, solicitors and other professional parties, and ensuring that everyone has the information they need to get deals completed efficiently. The business is a specialist property and business finance brokerage, arranging bespoke funding solutions for property investors, developers and businesses across the UK with a view to grow and expand. Opportunity for career progression. The Role Your day-to-day responsibilities will include: • Preparing and submitting finance applications to lenders, • Collating supporting documentation and information from clients, • Liaising with lenders throughout the application and underwriting process, • Regularly progressing live cases and identifying outstanding requirements, • Chasing clients for documents and information required by lenders, • Liaising with solicitors on both sides of a transaction to help progress matters towards completion, • Liaising with valuers, accountants and other professional advisers where required, • Keeping clients informed of progress throughout their transaction, • Monitoring lender requirements, valuations, legal work and outstanding conditions, • Maintaining accurate case records and updating our CRM system, • Ensuring important deadlines and proposed completion dates are monitored, • Assisting with the preparation of documents, correspondence and client communications, • Providing general administrative support to the Director, • Taking ownership of cases and proactively helping to resolve issues that could delay completion About You We are looking for someone who is highly organised, confident communicating with people and comfortable taking responsibility for getting things done. You should be: • Proactive rather than waiting to be asked to chase something, • Highly organised with strong attention to detail, • Confident speaking with clients, lenders and solicitors by telephone and email, • Comfortable managing several live transactions at the same time, • Persistent and comfortable chasing outstanding information, • Professional and personable when dealing with clients, • Able to prioritise tasks and recognise what needs attention urgently, • Confident using email, Microsoft Office and CRM systems, • Able to work independently as part of a small and growing business Experience within property finance, mortgages, bridging finance, development finance, conveyancing, estate agency or financial services would be particularly useful, although we would consider someone with strong administrative and case-management experience from another professional environment.
Christina R.Active 12 minutes ago
