Case Manager (12m FTC)

LendInvest is the UK’s leading FinTech platform for property finance. Over the past 17 years, we have grown from just our two founders to a team of over 200 working to make property finance simple for everyone.

A workplace culture built around trying new things, getting things done, and having fun while we do it has helped us lend more than £7.5 billion of mortgages, put thousands of new or improved homes into the UK housing market, and successfully launch on the London Stock Exchange. We have big plans to continue growing the business, our products, our technology, and our people.

About your work

The role of a Case Manager is to take responsibility for a pipeline of Buy-to-Let and Residential cases. Throughout this process, the Case Manager will assist brokers and/or solicitors with their application and demonstrate the ability to manage expectations and deadlines, whilst providing an excellent service that encourages repeat business.

The role holder will be responsible for compiling the electronic case file and chasing down all outstanding requirements in preparation for underwriter assessments, or completion. They will also be responsible for chasing their individual pipeline and ensuring that cases are offered, or complete, as efficiently as possible.

Attention to detail is key and the job holder must be able to manage time effectively and meet the teams demanding SLA’s, be proactive and communicate in a professional and friendly manner.

Please note this role is a 12m fixed term contract.

Key Responsibilities

• Set up the electronic file and prepare the application for the underwrite or completion

• Ensure fee payments are taken promptly and accurately

• Instruct valuations and chase a timely inspection; including raising post valuation queries

• Process solicitor instructions

• Review incoming documents and support the satisfying of credit policy/legal conditions

• Review reports: FRAs, Damp & Timber, Coal mining, Asbestos, Tree/Arboricultural, Japanese Knotweed

• Assist brokers and solicitors with the application process and ensure responses are prompt and professional as well as providing updates at every stage

• Available for inbound and outbound calls

• Keep case files and related data fully up to date and 100% accurate

• Proactively manage your pipeline and chase outstanding tasks

• Work closely with underwriting/other departments to ensure a quick and smooth progression of the case

• Maintain and build positive relationships with brokers, valuers and solicitors

• Prepare for and contribute to team meetings and assist with improvement to processes and systems changes

About you

• A team player

• A resilient approach, with an aim to get things done

• A proactive and diligent attitude

• Sound judgement

• Proven experience of dealing with a high volume workflow and prioritising accordingly

• Excellent administration, computer literacy and communication skills with a good eye for detail

• Ability to form strong and positive relationships with both internal and external stakeholders

• Able to demonstrate a good understanding of Credit Referencing Agency reports, KYC, AML and fraud prevention systems

• Experience of mortgage case management (an advantage)

• CeMap qualified (an advantage)

• Understanding of legal queries (an advantage)

Benefits & perks

• Competitive salary + company bonus scheme

• Hybrid working policy

• ️ 25 days holiday (increasing with the length of service)

• Private healthcare

• Enhanced parental leave

• Matched pension contributions up to 4%

• Critical illness cover

• Employee Assistance Programme & Mental Health support

• Life assurance

• Regular performance reviews to promote a culture of growth and development

• Leadership training for managers

• Give as you earn scheme for charitable donations

• Support for attending conferences and professional learning & development

• Discounts via Perkbox

• Cycle to work scheme

• Season ticket loan

• Electric car loan scheme

• Monthly socials & annual offsite
  

Diversity, Inclusion & Belonging at LendInvest

At LI we believe in bringing your whole selves to work, we are committed to a culture of belonging where individuals can form a genuine community. We are proud to be an equal opportunities employer and are committed to building a team that represents a variety of backgrounds, perspectives and skills.