Case Handler

2 weeks ago


Manchester, United Kingdom Integro Partners Full time

A growing financial services company based in central Manchester seeks a dedicated Case Handler to join their Sales Support / Case Management Operations team. This role supports specialist underwriters and ensures the smooth progression of loans from initiation to completion. This position offers a pathway to various career opportunities within the company.   Experience required: Ideally, you will have previous experience either within an underwriting team or as a case manager in a financial services environment We will also consider individuals that have customer service or administrative experience with a Bank or in Financial Services Strong communication skills and ability to manage a process from cradle to grave is essential. Key Responsibilities: Issuing Loan Terms: Draft and issue loan terms accurately and promptly. Ensure compliance with company policies and regulations. Searches and Due Diligence: Conduct credit and background checks on borrowers. Perform land registry and fraud searches. Documentation: Compile necessary documentation for underwriters. Ensure all documents are complete and accurate. Communication: Liaise with solicitors and brokers to gather required information. Maintain regular communication with all stakeholders. Drawdown Process: Collect and verify borrower information for payments. Assess reports from quantity surveyors. Skills and Qualifications: Experience: Previous experience in financial services or loan processing preferred. Understanding of loan products is advantageous. Skills: Excellent organizational and multitasking abilities. Strong verbal and written communication skills. Proficiency in due diligence checks. High attention to detail. Attributes: Proactive and able to work independently and as part of a team. Ability to manage multiple priorities in a fast-paced environment. Customer-focused with a commitment to exceptional service



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