Up to £60,000 plus bonus and benefits Please note, this role is 5 days a week in the office in London Due to rapid and exciting business growth, a fantastic opportunity has arisen for a Loan Portfolio Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking a Loan Portfolio Operations Manager with strong bridging and / or buy-to-let lending experience to work closely with the team to manage the loans portfolio. Duties of the Loan Portfolio Operations Manager to include: Loan File Auditing: Conduct comprehensive audits of new loan files, verifying legal documents and land registry titles. Ensure loan eligibility and security by analysing valuation reports and performing KYC checks. Manage cases post-underwriting, communicating with underwriters and preparing drawdown documents. Loan Duration & Client Management: Provide timely client support, responding to inquiries within 4 hours and reviewing redemption statements. Maintain accurate loan records, including insurance and land registry details, ensuring ongoing compliance. Manage interest collections and review weekly reports for accuracy. Loan Redemption & Investor Relations: Oversee loan redemption processes, coordinating with clients and solicitors, and managing defaulting cases. Prepare and review completion statements for both internal and external investors. Ensure accurate and timely month-end reporting. Requirements for the successful Loan Portfolio Operations Manager: Proven experience in bridging or buy-to-let lending is essential. Highly organized with strong multi-loan management capabilities. Demonstrated analytical skills for complex loan data and trend identification. Meticulous attention to detail and accuracy with numerical data. Proficiency in KYC compliance tools (Experian, GBG, Smart Search, Lexus Diligence). Excellent written and verbal communication skills for stakeholder interaction. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Sep 01, 2025
Full time
Up to £60,000 plus bonus and benefits Please note, this role is 5 days a week in the office in London Due to rapid and exciting business growth, a fantastic opportunity has arisen for a Loan Portfolio Assistant to join a boutique financial services company based in central London. Our client, a specialist lending company, is seeking a Loan Portfolio Operations Manager with strong bridging and / or buy-to-let lending experience to work closely with the team to manage the loans portfolio. Duties of the Loan Portfolio Operations Manager to include: Loan File Auditing: Conduct comprehensive audits of new loan files, verifying legal documents and land registry titles. Ensure loan eligibility and security by analysing valuation reports and performing KYC checks. Manage cases post-underwriting, communicating with underwriters and preparing drawdown documents. Loan Duration & Client Management: Provide timely client support, responding to inquiries within 4 hours and reviewing redemption statements. Maintain accurate loan records, including insurance and land registry details, ensuring ongoing compliance. Manage interest collections and review weekly reports for accuracy. Loan Redemption & Investor Relations: Oversee loan redemption processes, coordinating with clients and solicitors, and managing defaulting cases. Prepare and review completion statements for both internal and external investors. Ensure accurate and timely month-end reporting. Requirements for the successful Loan Portfolio Operations Manager: Proven experience in bridging or buy-to-let lending is essential. Highly organized with strong multi-loan management capabilities. Demonstrated analytical skills for complex loan data and trend identification. Meticulous attention to detail and accuracy with numerical data. Proficiency in KYC compliance tools (Experian, GBG, Smart Search, Lexus Diligence). Excellent written and verbal communication skills for stakeholder interaction. This vacancy is being advertised by Montpellier Resourcing Associates Limited. The services advertised by Montpellier Resourcing Associates Limited are those of an Employment Agency
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
Sep 01, 2025
Full time
Case Manager Bridging Finance London Hybrid £35-£37k We are looking for a Case Manager, for an Award Winning Bridging Lender, based in the West End. The role is focused on providing assistance to the underwriting team, supporting the underwriters with day-today processing of loan applications from application stage through to completion. Responsibilities: Managing a pipeline of cases pro-actively to ensure swift completion of applications Ensure timely, accurate and appropriate responses to telephone calls/enquiries or correspondence Running various security and KYC checks on borrowers. Reviewing application forms and loan documentation Dealing with queries from introducers direct clients and third parties Obtaining and chasing quotes from third parties Organising and maintaining internal digital filing systems Accurate Data entry and continual updating of internal CRM systems Proactively identify process improvements/issues before they impact service Work effectively and collaboratively as part of a team and wider stakeholders of the business. Manage the handover of the loan once complete to the servicing team. Skills and experience: Minimum of 2 years mortgage case management experience Previous experience of working at a bridging/specialist lender is advantageous Strong communication skills Strong attention to detail and high standards Organisation and prioritisation of workload Ability to multi-task and work on your own initiative with a flexible approach to work
