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Case Manager

3 months ago

Chester, United Kingdom Stellar Select Full time
Job Title: Case Manager - Asset Finance
Location: Chester, 5 days a week (After probation passed 4 days office 1 day from home)
Salary: Up to circa £29,000 depending on experience
Hours: Monday to Friday 9 am to 5:30 pm
Benefits:
25 days of holiday with public holidays on top
Private medical care
24-hour Employee assistance programme
Life Assurance
Pension
Health and wellbeing support officer on-site with dietary and nutritional advice
Cycle to work scheme
Share Options (after successful passing of probation)
Enhanced Maternity and Paternity Pay
Optical support £25 towards standard eye tests and £60 for employees needing prescription glasses or contact lenses
Regular events to celebrate milestones including themed parties with live music, DJs, food and drinkAbout our Client:
Our client's workplace stands out for its commitment to both professional excellence and employee well-being. Each quarter, the team is motivated by exciting milestones, and successful achievements are celebrated with vibrant parties featuring DJs, food and refreshing drinks. They also have a nutritionist onsite.
Earning well-deserved recognition, they clinched a prestigious fintech banking award for their excellence and innovation of the use of IT in financial services worldwide.
The company's dedication to growth and development is exemplified by their swift progression of individuals who demonstrate exceptional ability. Emphasising the value of continuous learning, they prioritise study and professional qualifications for ongoing education. The collaborative spirit within the company is a key driver of success, with seamless cooperation evident among different department which can diverse your skill set.
About the Role:
Supporting the sales team, you will receive finance proposals from the broker network and keying them into the CRM system. Following a defined process, you will check companies and individuals through the onboarding journey, this includes performing all due diligence checks and you will need to have the ability to investigate any queries escalating to the compliance area if required. You will be responsible for generating finance and security documentation and progressing your deals to pay out. First-class communications skills will deliver exceptional service to both the customers and broker networks.
Responsibilities:
Attention to detail is a key requisite to ensure that data provided via the broker network is transferred accurately to the CRM system.
Undertake personal identity checks, plus Fraud and PEP checks where appropriate.
Undertake Business credit and verification checks.
Alert to recognising potentially fraudulent activity or vulnerable customer requirements ensuring that you report and escalate as required following policy and regulatory procedures.
Preparation of legal documentation which will include finance agreements and security documents.
Ensuring bank verification is complete.
To follow processes correctly and promptly to ensure that service level agreements are met.
Manage own cases from inception to pay out to suppliers following due diligence procedures.
Prepare and send out executed documentation.
Handle and resolve broker queries promptly and to a high standard. Ensure we provide the resolution with the utmost level of customer service.
Effective communication skills, both written and verbal, and the ability to tailor communication to a variety of audiences.
Understand the background of the query, do the required research with the provided tools, and respond appropriately.
Where an issue cannot be resolved, escalate, or communicate to the Asset Finance Operations Manager when necessary.
Build appropriate meaningful relationships with the broker network
Undergo the required training and regulatory training, applying it where it's required throughout day-to-day activities.
Building strong relationships with the Asset Finance Sales Team and Relationship Managers.
Identifying new system functionality and working with IT to implement it.
User acceptance testing.Experience required:
Ability to communicate effectively and deliver a high-quality service
Attention to detail
Reliable, honest and can contribute to a thriving culture
Able to work in a fast-paced environment
Customer Service or Case Management experience gained in the financial services sectorTrusting Stellar Select:
At Stellar Select, our commitment goes beyond recruitment; it's about crafting experiences that elevate your career journey. We take pride in delivering excellent services to our candidates and always going the extra mile to ensure your success.
Our foundation is built on openness and transparency. We believe in clear communication with everyone we work with, fostering an environment of trust, honesty and fairness.
Embark on your career journey with confidence, knowing that our services are designed with your success in mind. Here's what our complimentary service includes:
Expert Consultants: We are your allies, dedicated to understanding your goals and guiding you toward success.
1-2-1 Experience Discussion: Your experiences matter. Engage in personalised discussions about your journey and how it aligns with the job role.
Interview Preparation: Step into interviews with confidence. We provide thorough preparation to ensure you shine in every interaction.
Negotiation of Job Offers: We'll manage the negotiations on your behalf, aiming for offers that align with your expectations.For more information regarding the role of Case Manager - Asset Finance please contact us
Stellar Select is acting as an employment agency and is a corporate member of the REC