Case Manager

Case Manager
Billericay, Essex
Up to £30,000 + progression + Benefits

Our client, a well established and thriving financial company based in Billericay are recruiting a new Group Business Sales Support & Case Manager to work alongside the existing Specialist Sales Support team within the business.
Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous.

The role will cover work in their residential and buy to let mortgages, second charge mortgages, bridging finance and commercial lending divisions. The role has been created following new and recent growth in business and successfully winning new contracts, to provide administrative support to our existing business. As their business is split across two sites, we may require team members to work in our Billericay or London office location depending on the needs of the business.

Essentially, this person will be based in their Billericay offices, but team members are sometimes required to attend training or to work in the other office location.

The Business: A UK’s leading specialist distributor and provider of specialist mortgage solutions to the financial intermediary market. Financial advisers and mortgage brokers engage to help them seek mortgage solutions for clients where mainstream options are not available. This can include residential mortgages, second charge mortgages, buy to let, short term lending, commercial finance, development finance and unsecured finance.
In 2019, and 2020 they won The Sunday Times Best Small Company to work for in the UK. They are an Investors in People Gold Business, winners of the Global IIP Employer of the year award and we are signatory members of the Women In Finance Charter and a Living Wage employer. They are reputed for their excellent customer service, receiving over 2,500 5 Star reviews on TrustPilot for the outstanding service we have given to brokers and clients alike.

Key Responsibilities:

• Support to Specialist Consultants in both our London and Billericay office, in the processing of specialist lending applications

• Call handling and monitoring as part of the team

• Providing support to routine administrative tasks, including data inputting and processing

• Assisting correspondence between the sales team and introducers

• Managing a busy inbox of external referrals for new enquiries and responding in a timely and appropriate manner

• Liaising with lenders and third parties on behalf of the consultants

• Complete MI tracking and business case level monitoring

• Booking appointments and managing the diary of the colleagues when requested

• Undertaking basic administrative duties across the business

• Booking appointments with lenders and clients where appropriate

• Working in line with our FCA regulatory requirements, including but not limited to the Data Protection Act, Data Security and Anti Money Laundering procedures

£22,000 - £30,000 depending on experience

• 25 days holiday per year plus bank holiday

• 6 month induction and probation (bonus scheme available on completion of probation)