Company

Kfs RecruitmentSee more

addressAddressMerseyside, England
type Form of workPermanent, full-time
salary SalaryCompetitive salary
CategoryCustomer Service

Job description

Portfolio Case Manager
Bridging Finance
Liverpool / Hybrid

We are pleased to be working with a fantastic award-winning, short-term lender in Liverpool, on their search for a Portfolio Case Manager to join the team.

The purpose of this role is to manage customer enquiries relating to the servicing and management of their bridging loan.

Key responsibilities:

  • To be the first point of contact on all servicing matters for customers.

  • To process and manage requests from customers that may vary their original agreement.

  • To maintain a pipeline of enquiries, becoming the customers contact point for their application.

  • To issue a timely and quality response to all enquiries.

  • To manage and process these enquiries in accordance with policies and procedures.

  • To manage customer accounts nearing the end of their terms, ensuring funds are repaid on time.

  • To complete referrals to business support, escalating concern cases in accordance with policy.

  • To maintain accurate customer records across the company’s databases and systems

Skills/Experience:

  • Experience in a financial setting is desirable.

  • Strong experience of Microsoft Office.

  • Excellent people and relationship building skills, across all seniority levels.

  • Detail-oriented and with strong analytical skills.

  • Ability to work well as part of a team, driven, relentless and a proven closer.

  • Passionate approach to customer experience.

  • An eye for building new processes and challenging the status quo.

  • Love to solve problems and be challenged.

  • To be a constant learner.

Refer code: 2696831. Kfs Recruitment - The previous day - 2024-02-03 19:31

Kfs Recruitment

Merseyside, England
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