Accounting/Financial/Insurance

Case Manager

Full Time Permanent

Manchester Jobs Board

Are you looking to move your Administrative skills into a serious career path? Can you communicate with customers and organisations fluently? This collaborative, forward thinking and fun environment can offer you just that and more. As Case Manager, you need to manage your own pipeline of cases, ideally, you've worked in a similar role and have some financial services experience. 

Effectively manage a pipeline of applications through to completion
After the initial review, process the case and undertake all necessary administration work, at the same time as following lender guidelines through the process.
Correspond both written and verbally with the customer throughout the process, informing them of the requirements, keeping them updated, and guiding them through the process.
Request all required information from third parties. 
Undertake all calls and underwrite with adherence to compliance and regulatory requirements.
Communicate and build relationships with all relevant parties – e.g., customers, lenders, surveyors, solicitors.
Update, obtain and maintain all related systems with data, notes and tasks.
Build and maintain knowledge base to ensure competency is met and targets are reached. Role Requirements:

Proven experience of working successfully to targets.
Able to carry out processes in a compliant manner.
Experience in a busy environment
Strong IT skills including the use of the full Microsoft package.
Current or recent experience in a regulated finance company
GCSE Maths and English grade C or above Full time role (Monday Thursday 9am-5:30pm, Fridays 5pm finish)

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