Finance Case Manager - Billericay, CM12

Finance Case Manager - Billericay, CM12

A fantastic opportunity for a Case Manager has just come available with a leading specialist distributor and provider of mortgage solutions to the financial intermediary market based in Billericay, CM12

The role has been created following new and recent growth in the clients business and the successful candidate will provide essential support to the team.

Responsibilities include but will not be limited to:

• Support to Specialist Consultants 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

The Successful Applicant will need to possess the following skills:

• Experience within an office environment and a financial services or mortgage company whilst not essential, would be advantageous
• Motivated and focused self-starter who has the ability to learn new skills quickly
• Strong organisational and communication skills
• Detail oriented with commercial awareness of business requirements
• A strong grasp of written English
• Excellent proof-reading skills
• Computer literate in Word, Excel and PowerPoint
• The motivation to go above-and-beyond for our customers
• Able to provide excellent customer service
• The computer and numeracy skills needed to excel in a highly regulated environment
• A flexible approach to work, and the ability to work well as part of a dynamic team
• Positive attitude with a strong desire to learn and progress

The hours will be: Monday to Friday 9am to 6pm

Salary range will be: between £25,000pa to £30,000pa basic

If this role is of interest to you and you have the necessary role requirements, please submit your most up to date CV and contact details to Graham Green at Roundpegs Property Recruitment today.

Due to the high volume of enquiries that we receive, we are not always able to respond to all CVs. If you have not received a response within one week, please assume that your application has been unsuccessful in this instance. Thank you for your interest in Roundpegs Recruitment. If you are already registered with Roundpegs Recruitment, please express your interest in this role to your consultant.