Website Fintelligent

Looking for a new challenge? Our client is on the hunt for an experienced Case Manager to join their dynamic team in London. This is a fantastic opportunity to make a significant impact within a unique advisory business that caters to high net worth clients, high growth businesses, and property entrepreneurs.
This role offers a competitive salary and the chance to leave your mark on a thriving business. You’ll be part of a team that values proactivity and responsiveness, even when delivering tough messages. Plus, you’ll be working in a fun and supportive environment where building successful relationships is key.
Our client is a leading advisory business offering a full spectrum of financial services, including mortgages, commercial lending, accountancy, and insurance. They pride themselves on making finance simple and delivering financial excellence to their clients.
As a Case Manager, you will:

  • Manage the commercial lending process.
  • Assess the financial position and credibility of customers seeking commercial debt.
  • Manage relationships with banks and lenders.
  • Explain loan repayment schedules to borrowers and manage loans throughout their lifespan.
  • Review and update loan files and credit documentation.
  • Ensure compliance with every client and transaction.
  • Assist relationship managers in growing the commercial business.
  • Cross-refer clients to other areas of the group such as accountancy, mortgages, and insurance teams.
  • Obtain and compile copies of applicants’ credit histories, financial statements, and other financial information.
  • Ensure clients adhere to loan agreements and repayments are made on time.
  • Manage ongoing client relationships.

Package and Benefits:
The Case Manager role offers:

  • Competitive salary.
  • Opportunities for career progression.
  • Comprehensive benefits package.
  • Supportive and dynamic work environment.

The ideal Case Manager will have:

  • Working knowledge of commercial mortgage operations with banks or lenders.
  • Great emotional intelligence and the ability to build meaningful relationships.
  • Confidence in talking to people at all levels of seniority.
  • Excellent time management, planning, and organisational skills.
  • Motivation to grow and a desire to progress in their career.
  • Ability to use various IT tools such as financial and administrative, word processing, spreadsheet, and database software.
  • Excellent interpersonal and communication skills, both verbal and written.
  • Impeccable customer service and handling skills.
  • Firm grasp of financial, documentation, and administration procedures.
  • Ability to analyse loan applications and supporting documents for loan issuance.
  • Strong numerical skills to handle loan calculations and repayments for customers.

If you have experience or interest in roles such as Financial Advisor, Loan Officer, Mortgage Advisor, Relationship Manager, or Credit Analyst, you might find this Case Manager position to be a perfect fit.
Ready to take the next step in your career? Apply now to join a company that values excellence and offers a supportive and dynamic work environment. Don’t miss out on this opportunity to make a real impact as a Case Manager by calling Tom at Fintelligent on 07828883198.

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