Reed

Case Manger

Fintelligent
L204ED
£30,000 – £35,000
about 13 hours ago
on-site

Skills & Technologies

Portfolio ManagementComplianceBenefitsCommunication SkillsOrganisational SkillsAttention to DetailAdministrationData ManagementCase Management

Job Description

Are you an experienced Case Manager in search of a new opportunity? Our client is seeking a skilled professional to become part of their Case Management team in Bootle. This compelling position entails overseeing post-completion, ensuring compliance with loan agreements, and cultivating robust client relationships.

This Case Manager role offers a competitive salary of £30,000 - £35,000 per year. You'll be part of a dynamic environment where your expertise in loan management and client relations will shine. Plus, enjoy benefits like annual bonuses and salary reviews every April.

Our client is a forward-thinking organisation that excels in portfolio management services. They focus on efficient loan management and prioritise strong communication and relationship-building with their clients.

As a Case Manager, your responsibilities will include

Administering new and existing loans, setting up cases, and sending introductory correspondence.

Organising electronic files and ensuring all legal documents and correspondence are correctly filed.

Proactively monitoring loans, identifying risks, and taking necessary actions to ensure loan performance and redemption.

Maintaining and updating electronic case records and data.

Instructing and reviewing asset manager appointments and reports to identify risks.

Conducting mid-term searches for all loans.

Monitoring loan waypoints, key events, and conditions.

Communicating with clients to gather information and resolve issues.

Monitoring interest payments and ensuring timely collection.

Liaising with solicitors for loan repayment and redemption statement preparation.

Identifying loans at risk of exceeding their term and alerting the Head of Portfolio Management.

Package and Benefits

The Case Manager role offers

Annual salary of £30,000 - £35,000, plus an annual bonus scheme.

Salary reviews every April.

25 days holiday, increasing with length of service, plus your birthday off.

Life insurance and onsite parking.

Loyalty schemes and a cash-care health plan.

Buy and sell holidays option.

Regular social events.

The ideal Case Manager will have

Experience in loan administration and portfolio management.

Strong organisational skills and attention to detail.

Excellent communication skills for client interaction.

Ability to identify risks and take proactive measures.

Experience in maintaining electronic records and data management.

Ability to work independently and as part of a team.

If you have experience or interest in roles such as Loan Administrator, Portfolio Analyst, Loan Officer, or Financial Case Manager, this Mortgage Administrator position could be the perfect fit for you.

If you're ready to take on the challenge of managing a diverse portfolio and ensuring client satisfaction, this Mortgage Administrator role could be your next career move. Apply now and become a key player in our client's successful team.

JL_FIN

Company & Role Analysis

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Likely perks
Private MedicalPension25+ Days HolidayStock OptionsLearning BudgetFlexible Hours
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