Lending Operations Coordinator

Overview

The Lending Operations Coordinator will be responsible for supporting the complete lifecycle of a bridging loan. Working closely with Business Development Managers, Underwriters and Portfolio Managers, you will play a key role in ensuring cases progress efficiently from initial enquiry through to completion and eventual redemption. This is an ideal role for someone looking to build a long-term career within specialist property finance, underwriting or operations.

• Assist with the processing and triage of new enquiries.
• Liaise with brokers and borrowers to obtain information required for indicative terms.
• Maintain accurate records within the CRM system.
• Support Business Development Managers with case progression.
• Prepare and issue terms and supporting documentation.
• Provide excellent customer service throughout the enquiry process.
• Gather and review application documentation.
• Conduct preliminary due diligence checks.
• Order and monitor valuations and searches.
• Liaise with solicitors, valuers and borrowers.
• Assist underwriters in preparing cases for credit assessment.
• Ensure files are fully compliant and accurately maintained.
• Monitor outstanding requirements and proactively chase documentation.
• Support the ongoing management of completed loans.
• Monitor loan maturities and redemption dates.
• Assist with redemption statements and loan settlements.
• Manage post-completion administration.
• Liaise with borrowers regarding extensions, redemptions and ongoing requirements.
• Maintain accurate portfolio records and reporting.
• Assist with arrears monitoring and routine portfolio administration.

• Strong organisational and time-management skills.
• Excellent telephone and written communication skills.
• Ability to prioritise multiple tasks and deadlines.
• High attention to detail.
• Professional, confident and proactive approach.
• Competent with Microsoft Office applications.
• Ability to work effectively within a team environment.
• Previous experience in mortgages, bridging finance, property finance, banking or financial services.
• Experience working with brokers, lenders, solicitors or professional introducers.
• Knowledge of specialist lending products.
• Experience using CRM systems.