£25K/yr to £28K/yr
Trafford, England
Permanent, Variable

Case Manager

Posted by INTEGRO PARTNERS LTD.

  • Support Underwriting colleagues with their pipeline applications
  • Have an understanding of property and wish to develop a career in lending
  • Accurately manage the submission process, ensuring all data entry is accurate

Our Client, who are a leading provider of Specialist Finance are looking for a Case Manager to join their growing team in South Manchester.

Key Skills:

  • Excellent communication skills, with a commitment to minimising customer effort and maximising business goals.
  • Previous experience in an administration role.
  • Have an understanding of property and wish to develop a career in the specialist finance industry.
  • Understanding of what a good customer outcome looks like.

Key Responsibilities:

  • Support Underwriting colleagues with their pipeline applications
  • Monitoring own email inbox and team inboxes for new enquiries and documents
  • Take telephone enquiries from Brokers and direct Borrowers for new applications
  • Accurately manage the submission process, ensuring all data entry is accurate completed to ensure a smooth transition to underwriting, logging all new enquiries on the CRM
  • Process applications from receipt of pack to submission to underwriting, completing information on relevant systems and completing relevant fraud prevention checks.
  • Package new applications received, providing an initial case assessment, reviewing Assets & Liabilities of the borrower and requesting any additional information required by the Underwriter
  • Requesting consent for 2nd charges from existing Lenders
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