11 Oct
Altum HR
Altrincham
Job description
General Purpose : Join our client's dynamic team as a Case Manager, where you will be the key facilitator between our client's lending business and our valued customers, introducers, third-party property specialists, and solicitors.
Your role will ensure a seamless and efficient journey from application to funding, significantly impacting our clients' experience.
Main Duties :
- Support Underwriting Team : Collaborate closely with underwriting colleagues to manage and process pipeline applications.
- Communication Management : Monitor and respond to inquiries from your email inbox and team inboxes, ensuring timely and accurate communication with brokers and direct borrowers.
- Telephone Enquiries :
Handle telephone inquiries for new applications from brokers and borrowers, providing clear and helpful information.
- Application Processing : Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting.
Log all new inquiries on the CRM system.
- Fraud Prevention Checks : Complete necessary fraud prevention checks and process applications from receipt to submission.
- Case Assessment : Package new applications, perform initial case assessments, review borrowers' assets and liabilities, and request additional information as needed.
- Consent Requests : Request consent for second charges from existing lenders.
- Pipeline Management : Proactively manage a pipeline of 50 cases, ensuring information is requested promptly from customers and third parties to achieve completion targets.
- Customer Updates : Provide regular updates to customers and stakeholders, ensuring all required information is requested within service levels.
- Data Accuracy :
Ensure all data entry and system notations are accurate and completed within agreed Service Level Agreement for all new transactions.
- Relationship Building : Communicate clearly and consistently with brokers, introducers, customers, and colleagues to build and maintain positive working relationships.
- Preparation of Instructions : Prepare valuation, asset manager / project monitoring surveyor, and legal instructions for the underwriter.
- Drafting Offer Letters : Draft conditional offer letters and facility letters.
- Networking and Development : Represent the business at PIN and other networking events to support your ongoing professional development.
- Additional Activities : Engage in activities outside your day-to-day role as needed.
Person Specification :
- Communication Skills : Exceptional communication skills with a strong commitment to minimizing customer effort and achieving business goals.
- Administrative Experience : Previous experience in an administration role, preferably within the financial sector.
- Property Knowledge : Understanding of property and a desire to develop a career in the specialist finance industry.
- Customer Outcomes : Comprehension of what constitutes a good customer outcome.
- Attention to Detail : High degree of accuracy and keen attention to detail.
- Organisational Skills : Excellent planning and organisational skills to ensure cases are funded within the optimal timeframe.
- Team Player : Collaborative and supportive team player with financial sector experience.
Join this business and play a pivotal role in shaping positive customer experiences while advancing your career in the specialist finance industry.
Apply now to be a part of this dedicated team!
About Altum HR :
Altum Employer Services are a market leadind Human Resources, Employment Law and Health & Safety Consultancy based in Altrincham, Cheshire.
Established in 2014 with the vision to become a customer centric consultancy that delivers exceptional and attentive service for our customers which in turn provides business owners with the confidence to grow.
We service clients with anywhere from 2 to 1500+ employees a diverse range of sectors, which has resulted in the Altum HR team establishing vast and specialised experience.
If you would like to join our team then we would love to hear from you.
▶️ Finance Case Manager
🖊️ Altum HR
📍 Altrincham