Job Description

Job Summary

We are seeking a dedicated and compassionate Case Manager to join our team. The ideal candidate will play a crucial role in supporting clients by assessing their needs and coordinating appropriate services. This position requires a strong understanding of financial services and basic maths skills to assist clients effectively in managing their cases and navigating available resources.

Duties

Telephone Manner

- the successful candidate will have an excellent telephone manner and speak with confidence, clarity, empathy, and professionalism. Objection-handling skills are essential.

Chasing

-Contacting clients to get any relevant information that the lenders have requested. Contacting lenders to get the case processed and offered as quickly as possible.

Case updates

-Updating the CRM systems to ensure the clients files are up to date with all the information of their ongoing cases.

Filling-

correlating the clients paperwork into files to make sure all the relevant details are in order and up to date.

Experience

Previous experience in case management or a related field is preferred. Knowledge of financial services is essential for assisting clients with budgeting and resource management. Basic maths skills are required to help clients understand financial concepts effectively. Strong interpersonal skills with the ability to build rapport with diverse populations. Excellent organisational skills and attention to detail are necessary for maintaining accurate records. A compassionate approach with a commitment to supporting individuals in need is vital for this role. A thorough understanding of mortgage process.
Meticulous approach to paperwork, accuracy of data entry/electronic filing is

essential

.

Whilst training will be given in a "live" environment, your ability to multi-task in a vibrant office is essential.

A strong understanding of Adobe, MS Word and MS Excel is

essential

.

Use of the company's CRM system will be trained.

A clear, concise, polite and assertive telephone manner is

essential

.

If you are passionate about making a difference in people's lives and possess the required skills, we encourage you to apply for this rewarding opportunity as a Case Manager.

Job Types: Full-time, Permanent

Pay: 29,000.00-33,000.00 per year

Additional pay:

Bonus scheme
Benefits:

Company pension Free parking
Schedule:

Monday to Friday
Work Location: In person

Expected start date: 01/08/2025