Case Manager

2 months ago

Altrincham, Trafford, United Kingdom Altum HR Full time
About the Role

We are seeking a highly skilled Case Manager to join our dynamic team at Altum HR. As a Case Manager, you will play a pivotal role in shaping positive customer experiences while advancing your career in the specialist finance industry.

Key Responsibilities
  • Support Underwriting Team: Collaborate closely with underwriting colleagues to manage and process pipeline applications, ensuring a seamless and efficient journey from application to funding.
  • Communication Management: Monitor and respond to inquiries from stakeholders, ensuring timely and accurate communication with brokers, direct borrowers, and other key parties.
  • Application Processing: Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting, and 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 industry events to support your ongoing professional development.
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.

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main Responsibilities:Support...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main Responsibilities:Support...

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in shaping positive customer experiences.Main Responsibilities:Support Underwriting Team: Collaborate...

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main Responsibilities:Support...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a highly skilled Case Manager to join our dynamic team. As a key facilitator between our client's lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    1 month ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main Responsibilities:Support...

  • Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    Job Title: Case ManagerAltum HR is seeking a skilled Case Manager to join our dynamic team. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in shaping positive customer experiences.Main Responsibilities:Support Underwriting Team: Collaborate...

  • Case Manager

    2 months ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    About the RoleWe are seeking a highly skilled and organized Case Manager to join our dynamic team at Altum HR. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Case Manager

    2 months ago

    Altrincham, Trafford, United Kingdom Altum HR Full time

    About the RoleWe are seeking a highly skilled and organized Case Manager to join our dynamic team at Altum HR. As a key facilitator between our lending business and valued customers, introducers, third-party property specialists, and solicitors, you will play a pivotal role in ensuring a seamless and efficient journey from application to funding.Main...

  • Mortgage Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom D&R Recruitment Limited Full time

    About the Mortgage Case Manager RoleWe are seeking a highly organized and detail-oriented Mortgage Case Manager to join our team at D&R Recruitment Limited. As a Mortgage Case Manager, you will be responsible for managing a pipeline of bridge cases after a loan offer has been issued and providing administrative support to the underwriters across their...

  • Mortgage Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom D&R Recruitment Limited Full time

    About the Mortgage Case Manager RoleWe are seeking a highly organized and detail-oriented Mortgage Case Manager to join our team at D&R Recruitment Limited. As a Mortgage Case Manager, you will be responsible for managing a pipeline of bridge cases after a loan offer has been issued and providing administrative support to the underwriters across their...

  • Mortgage Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom D&R Recruitment Limited Full time

    {"title": "Mortgage Case Manager", "description": "About the RoleWe are seeking a skilled Mortgage Case Manager to join our team at D&R Recruitment Limited. As a Mortgage Case Manager, you will be responsible for managing a pipeline of bridge cases after a loan offer has been issued and providing administrative support to the underwriters across their...

  • Mortgage Case Manager

    4 weeks ago

    Altrincham, Trafford, United Kingdom D&R Recruitment Limited Full time

    {"title": "Mortgage Case Manager", "description": "About the RoleWe are seeking a skilled Mortgage Case Manager to join our team at D&R Recruitment Limited. As a Mortgage Case Manager, you will be responsible for managing a pipeline of bridge cases after a loan offer has been issued and providing administrative support to the underwriters across their...