Case Handler

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.