Are you an experienced Loans Case Manager looking for your next challenge? Our client is an award-winning commercial property lender seeking a skilled individual to join their Portfolio Management team. This role involves overseeing post-completion accounts across various property types, ensuring compliance with loan agreements, and maintaining strong client relationships.
This Case Manager position offers a yearly salary of £30,000 - £35,000. You'll have the opportunity to work in a vibrant environment, where your skills in managing loans and client relationships will be highly valued.
The client is a forward-thinking organisation dedicated to providing exceptional portfolio management services. They are committed to ensuring their clients' loans are managed efficiently and effectively, with a focus on strong communication and relationship-building.
As a Case Manager, your responsibilities will include:
- Administering new and existing loans, setting up cases, and sending introductory correspondence.
- Organising electronic files and ensuring all legal documents and correspondence are correctly filed.
- Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption.
- Maintaining and updating electronic case records and data.
- Instructing and reviewing asset manager appointments and reports to identify risks.
- Conducting mid-term searches for all loans.
- Monitoring loan waypoints, key events, and conditions.
- Communicating with clients to gather information and resolve issues.
- Monitoring interest payments and ensuring timely collection.
- Liaising with solicitors for loan repayment and redemption statement preparation.
- Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management.
Package and Benefits:
The Case Manager role offers:
- Annual salary of £30,000 - £35,000 - plus annual salary bonus
- Annual bonus scheme
- Salary reviews every April
- 25 days holiday which increases with length of service
- Your birthday off every year
- Life insurance
- Onsite parking
- Loyalty schemes
- Cash-care – Health plan
- Buy and Sell Holidays
- Regular social events
The ideal Case Manager will have:
- Experience in loan administration and portfolio management.
- Strong organisational skills and attention to detail.
- Excellent communication skills for client interaction.
- Ability to identify risks and take proactive measures.
- Experience in maintaining electronic records and data management.
- Ability to work independently and as part of a team.
If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Case Manager position could be the perfect fit for you.
If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Case Manager role could be your next career move. Apply now and become a key player in our client's successful team. Alternatively please call Jenni on for more information.
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