Case Handler - Financial Services

• Seeks a dedicated Case Handler to join their Sales Support / Case Management
• This role supports specialist underwriters and ensures the smooth progression
• This position offers a pathway to various career opportunities

A growing financial services company based in central Manchester seeks a dedicated Case Handler to join their Sales Support / Case Management Operations team. This role supports specialist underwriters and ensures the smooth progression of loans from initiation to completion. This position offers a pathway to various career opportunities within the company.

Experience required:

• Ideally, you will have previous experience either within an underwriting team or as a case manager in a financial services environment
• We will also consider individuals that have customer service or administrative experience with a Bank or in Financial Services
• Strong communication skills and ability to manage a process from cradle to grave is essential.

Key Responsibilities:

• Issuing Loan Terms:

• Draft and issue loan terms accurately and promptly.

• Ensure compliance with company policies and regulations.

• Searches and Due Diligence:

• Conduct credit and background checks on borrowers.

• Perform land registry and fraud searches.

• Documentation:

• Compile necessary documentation for underwriters.

• Ensure all documents are complete and accurate.

• Communication:

• Liaise with solicitors and brokers to gather required information.

• Maintain regular communication with all stakeholders.

• Drawdown Process:

• Collect and verify borrower information for payments.

• Assess reports from quantity surveyors.

Skills and Qualifications:

• Experience:

• Previous experience in financial services or loan processing preferred.

• Understanding of loan products is advantageous.

• Skills:

• Excellent organizational and multitasking abilities.

• Strong verbal and written communication skills.

• Proficiency in due diligence checks.

• High attention to detail.

• Attributes:

• Proactive and able to work independently and as part of a team.

• Ability to manage multiple priorities in a fast-paced environment.

• Customer-focused with a commitment to exceptional service.