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A Day In The Life Of… LendInvest case manager Amy Wareham

Wareham-AmyMy alarm goes off at…

…6.30, 6.45, 7.00, 7.15…
I can’t leave the house without…


I travel to work…

…via the tube from South-west London.

The main purpose of my job is…

…ensuring that all parties involved in completing the transaction for our borrower are liaising with each other via me so that we reach completion as smoothly as possible.

I must also manage the expectations of the client/broker and keep them updated on the general progress of the deal.

I also work closely alongside the underwriter to ensure that we are comfortable with the deal and that it does not pose great risk to us as a business.

I joined from…

…mainly working as a case manager on the broker side, and with various high-street and specialist lenders to secure property finance for high-net-worth clients.

I have also delved into the world of wealth management, working closely with financial advisers and analysing Isas and pensions for clients.

To get my foot in the door, I…

…learned from my mum. She has worked in the mortgage world for more than 30 years so my introduction to mortgage lending came from going up to her office to meet her for lunch and ending up chatting with the directors of Coreco Mortgage Brokers, who subsequently offered me an apprenticeship based on my people skills.

My typical day…

…starts with printing a copy of my pipeline and making notes against each deal to ensure that I have checked them over and chased where necessary. I work from my inbox and notes on the case to ensure that all deals are attended to and updated constantly.

I spend a lot of my day on the phone speaking with solicitors, brokers/clients and valuers as I find this easier, if we need to find a quick solution, than email tennis! I sit next to my buddy, Kynan (the underwriter I work on all cases with), and we are constantly discussing where we are with our deals, which helps us both to know them inside out. He is a fountain of knowledge and I learn a lot from him.

People may not know that I’m responsible for…

…ensuring that our brand is promoted as we want it to be, to our main business source: brokers. It is imperative that we provide the best service to them so that they want to come back to us with repeat business.

A common misconception about my job is…

…that it is an admin-based role. My job can be stressful at times and very demanding, too.

It is a case of spinning plates to ensure that 30–40 cases at a time are all on their way to a smooth completion within the timescales that the clients wish to complete in.

We also get involved a lot on the legal side because our solicitors advise us on discrepancies that may crop up along the way.

My favourite work memory is…

…our company sports day, which took place in my first week of working here. We played rounders, volleyball and various other sports, followed by food and drinks.

A perk of the job is…

…working in a lovely office with a team that are always willing to help. We are very close and we work very efficiently together. We know when to have a laugh and when to get our heads down and meet deadlines.

The satisfaction of doing a great job and completing a case is a perk, too.

To unwind after work, I like to…

…play ping-pong while cooking dinner in my kitchen with my flatmates.

My role in five words is…

…challenging, fun, demanding, adrenalising, appreciated.


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