Case Manager

2 months ago

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

We 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 Responsibilities
  • Support Underwriting Team: Collaborate closely with underwriting colleagues to manage and process pipeline applications, ensuring timely and accurate communication with brokers and direct borrowers.
  • Communication Management: Monitor and respond to inquiries from customers and stakeholders, providing clear and helpful information and ensuring all required information is requested within service levels.
  • Application Processing: Accurately manage the submission process, ensuring all data entry is precise for a smooth transition to underwriting and logging 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.

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