Case Support Manager
other jobs Aimee Willow Connex
Added before 5 Days
- England,London,City of London
- Full Time, Permanent
- £32,000 - £35,000 per annum
Job Description:
Case Support Manager (Unsecured lending)
Salary: up to £35k plus performance bonus
Location: London- Liverpool Street (4 days in office, Fridays WFH)
The Role
The Case Support Manager will:
BDM Support:
*Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
*Chases the gathering of stips directly with the broker
*Sends and chases contracts directly with the customer
*Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers
UW support:
*Verifies key legal, identity, contact, and banking details against source documentation.
*Confirm all stips received prior to funding, and SF is fully updated
*Ensures all bank details are clearly shown in the system and have been validated prior to pay-out
Finance support:
*Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)
*Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
*Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)
Knowledge, Skills and Abilities
*Super organised
*Strong communicator
*Excellent attention to detail
*Ideally experienced in working with financial data
*Confident about the ultimate value of his/her decisions
*Handles pressure, and thrives in fast moving environment
*Active learner interested in applying Company standards to transactions
*Effective team player with the ability to work independently, exercise initiative and take ownership of projects
*Commitment to continuous improvement
*Sense of accountability and pride in his/her work
*Ability to communicate urgency, while working with detailed process requirements
*Ability to drive a process
*Excited about the prospect of working for an ambitious, fast-growing company
*Opportunity to develop into BDE/BDM/Direct Sales or get more responsibilities in a Sales Support role
Salary: up to £35k plus performance bonus
Location: London- Liverpool Street (4 days in office, Fridays WFH)
The Role
The Case Support Manager will:
BDM Support:
*Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)
*Chases the gathering of stips directly with the broker
*Sends and chases contracts directly with the customer
*Supports BDM with conversion of lower value/ lower Risk Grade offers – directly with brokers
UW support:
*Verifies key legal, identity, contact, and banking details against source documentation.
*Confirm all stips received prior to funding, and SF is fully updated
*Ensures all bank details are clearly shown in the system and have been validated prior to pay-out
Finance support:
*Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)
*Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).
*Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)
Knowledge, Skills and Abilities
*Super organised
*Strong communicator
*Excellent attention to detail
*Ideally experienced in working with financial data
*Confident about the ultimate value of his/her decisions
*Handles pressure, and thrives in fast moving environment
*Active learner interested in applying Company standards to transactions
*Effective team player with the ability to work independently, exercise initiative and take ownership of projects
*Commitment to continuous improvement
*Sense of accountability and pride in his/her work
*Ability to communicate urgency, while working with detailed process requirements
*Ability to drive a process
*Excited about the prospect of working for an ambitious, fast-growing company
*Opportunity to develop into BDE/BDM/Direct Sales or get more responsibilities in a Sales Support role
Job number 3635880
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Company Details:
Aimee Willow Connex
Company size: 2-10 employees
Industry: Financial Services
Our success lies by partnering with leading & progressive Alternative Lending, FinTech, Commercial Finance & Banking companies across the UK. Looking ...