Case Manager

2 weeks ago


London, Greater London, United Kingdom KFS Recruitment Full time

Case Manager

Bridging Finance

London


We are very pleased to be working with a number of Lenders within London on their search for Case Managers to join the business, covering Bridging finance.

Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous.

Key Responsibilities:

  • Call handling and monitoring as part of the team
  • Providing support to routine administrative tasks, including data inputting and processing
  • Assisting correspondence between the sales team and introducers
  • Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner
  • Liaising with lenders and third parties on behalf of the consultants
  • Complete MI tracking and business case level monitoring
  • Booking appointments and managing the diary of the colleagues when requested
  • Undertaking basic administrative duties across the business
  • Booking appointments with lenders and clients where appropriate

Skills / experience required:

  • Motivated and focused selfstarter who has the ability to learn new skills quickly
  • Strong organisational and communication skills
  • Detail oriented with commercial awareness of business requirements
  • A strong grasp of written English
  • Excellent proofreading skills
  • Computer literate in Word, Excel and PowerPoint
  • The motivation to go aboveandbeyond for our customers
  • Able to provide excellent customer service
  • The computer and numeracy skills needed to excel in a highly regulated environment
  • A flexible approach to work, and the ability to work well as part of a dynamic team
  • Positive attitude with a strong desire to learn and progress


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