Case Manager
Altrincham
Full-Time
Monday to Friday - Office Hours - On site
Industry: Financial Services
Up to £27,500 depending on experience
Role Overview:
Time Recruitment are working with a long standing client who are seeking a detail-oriented and proactive Application Support Specialist to join our dynamic team. In this role, you will be responsible for supporting Underwriting colleagues with their pipeline applications, ensuring a seamless and efficient process from the initial enquiry to submission.
Key Responsibilities:
- Pipeline Support: Assist Underwriting colleagues by managing and processing their pipeline applications, ensuring that all necessary steps are completed efficiently.
- Inbox Management: Monitor both your own and team inboxes for new enquiries and documents, ensuring timely responses and accurate information handling.
- Enquiry Handling: Take telephone enquiries from Brokers and direct Borrowers, providing accurate information and guiding them through the application process.
- Data Management: Accurately manage the submission process by ensuring all data entry is correctly completed, ensuring a smooth transition to underwriting. Log all new enquiries in the CRM system.
- Application Processing: Handle applications from the receipt of the pack through to submission to underwriting. Complete information on relevant systems and conduct necessary fraud prevention checks.
- Case Packaging: Package new applications by providing an initial case assessment, reviewing the borrower's Assets & Liabilities, and requesting additional information as needed.
- Pipeline Management: Proactively manage a pipeline of 50 cases, working closely with the Underwriter to meet completion targets. Ensure information is proactively requested from customers and third parties.
- Stakeholder Communication: Provide updates to customers and other stakeholders, ensuring that all required information is requested and delivered within service levels.
- System Accuracy: Ensure all data entry and system notations are accurately completed within agreed service level agreements (SLA) for all new transactions.
- Relationship Building: Maintain clear and consistent communication with brokers, introducers, customers, and colleagues to foster positive working relationships.
- Documentation Preparation: Prepare valuation, Asset Manager/Project Monitoring Surveyor, and Legal instructions for the Underwriter.
Qualifications:
- Previous experience in a similar role within financial services or underwriting support.
- Strong attention to detail and data management skills.
- Excellent communication skills, both written and verbal.
- Ability to manage multiple tasks and work to tight deadlines.
- Proficient in Microsoft Office and CRM systems.
- A proactive and collaborative approach to work.
Why Apply?
- Competitive salary and benefits package.
- Opportunities for professional growth and development.
- A supportive and dynamic team environment.
Time Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.