Case Manager
Location: Macclesfield
Salary: Starting from £24k - £26k
Job Type: Permanent
Are you from a Banking, Insurance, Estate Agency, Financial Services, Legal, Sales or similar background?
This leading specialist brokerage is on the lookout for an experienced and driven individual to join them as a Case Manager. You'll have the opportunity to advance your career with a leader in the industry!
This is an entry level role, and would be ideal for you if you're used to working towards basic targets, comfortable on the phone reaching out to clients etc.
Based in their new Macclesfield office, you will be responsible for processing client loan applications from enquiry through to completion, ensuring first-class customer service and compliance.
-
What will you be doing?
- Efficiently manage daily post for each client case, including logging information onto the system, ensuring adherence to lender criteria and legal requirements, and progressing the case swiftly
- Accurately package client cases and send them to the lender with all required information to facilitate the earliest possible loan payout
- Proactively chase clients, building societies, and surveyors for document receipt to provide prompt service
- Act as the first point of contact for the client, over the phone and via email
- Interpret credit profiles and land registry information
-
What would help you succeed in the role?
- Experience in a similar customer service, administration, or sales role - working under pressure to meet targets
- Experience working in a regulated environment would be a bonus – but not essential
- Organisational skills with the ability to prioritise tasks
- Good telephone manner and customer service skills
Interested? If so, please click apply and we'd be happy to offer some more info.
#loan case manager #loan processor #mortgage administrator #mortgage case manager #financial administrator #case manager #client support