Case Manager
A mortgage offer is only the beginning of the journey.We''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.Sound like you? Join West One Loans and be part of our growth.Key AccountabilitiesEngage with relevant stakeholders both internally and externally in order to obtain information to progress cases to completionMonitor and manage upcoming expiration of documents and offersUpdate all relevant systems to maintain management informationEnsure that all mortgage conditions are satisfied prior to cases completingWork closely with the underwriting team to effectively manage the post offer caseloadProcess incoming completion documentation either via post, email etcProvide daily/weekly/monthly completion forecasts to line managerGain a full understanding or the underwriting process (underwriting cross skill to provide cover when required)Create a digital application file and ensure all necessary documentation is collected, scanned, and stored correctly.Instructing Solicitors to act on behalf of West One in the transaction.Carrying out a QA check for other underwriters.As experience increases, the trainee underwriter''s cases will need to be QA checked by another member of the team.A point of contact for incoming calls to the team''s main group telephone number.Return any original documents to clientsSkills and CompetenciesPass internal competency ..... full job details .....
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