Case Manager

Fintelligent Search; England; On-site; GBP 28,000 - 32,000; Full time

Job summary

A dynamic lending company in Wilmslow is looking for a Business Processor to support their business development team. The role includes reviewing applications, conducting affordability assessments, and handling client enquiries. The ideal candidate has strong customer service skills and experience in property finance. The position offers a salary of £28,000 - £32,000 along with benefits including a discretionary bonus and health cash plan.

Benefits

Discretionary annual bonus

24 holidays plus bank holidays

Westfield Health cash plan

Team social events and trips

Qualifications

• Previous experience as a loan processor, junior underwriter or case manager.
• Experience in property finance.
• Knowledge of financial processes and credit scores.

Responsibilities

• Review applications to ensure all necessary paperwork is complete.
• Organise client information to facilitate smooth loan processing.
• Conduct detailed affordability assessments.
• Handle enquiries from applicants and lenders.

Skills

Excellent interpersonal and customer service skills

Attention to detail

High-level numeracy

Organisational skills

Ability to multi-task and prioritise

Tools

Databases

Word processors

Spreadsheets

Job description

Are you ready to step into the role of Business Processor with a dynamic company in Wilmslow? Our client, a forward-thinking bridging lender, is seeking a highly organised individual to support their business development and underwriting team. If you thrive in a fast-paced environment and have a knack for communication, this could be the perfect opportunity for you!

Enjoy a competitive salary between 28,000 - 32,000 per year, with a discretionary annual bonus. You'll also benefit from a modern office environment and a unique company culture that includes exciting team events and trips. With easy access to Wilmslow train station, commuting is a breeze.

Our client is a bridging lender based in the North West, known for its modern office and unique culture. They prioritise employee well-being with events like Christmas parties abroad and sales meetings in scenic locations. The company is dedicated to fostering a supportive and engaging work environment.

As a Business Processor, you'll:

• Review applications to ensure all necessary paperwork is complete.
• Organise client information to facilitate smooth loan processing.
• Check loan-to-value and debt-to-income ratios.
• Conduct detailed affordability assessments.
• Request credit checks and issue loan agreements.
• Handle enquiries from applicants and lenders.
• Draft case rationales for investors and senior management.
• Complete AML checks and maintain accurate account records.
• Work to deadlines for paperwork submissions.

Package and Benefits:

• Annual salary of 28,000 - 32,000.
• Discretionary annual bonus.
• 24 holidays plus bank holidays, increasing to 25 after one year.
• Westfield Health cash plan and 24-hour colleague assistance helpline.
• Team social events and trips.

Ideal candidates for the Business Processor role will have:

• Excellent interpersonal and customer service skills.
• Have previous experience as a loan processor, junior underwriter or case manager.
• Have previous experience in property finance.
• Candidates will be considered at the higher pay salary if they have Bridging and Development Finance experience.
• Strong attention to detail and high-level numeracy.
• Knowledge of financial processes and credit scores.
• Expert knowledge of databases, word processors, and spreadsheets.
• Exceptional organisation skills, with the ability to multi-task and prioritise.

If you're interested in roles such as Loan Processor, Underwriting Assistant, Credit Analyst, Loan Officer, or Financial Administrator, you might find the Business Processor position aligns with your skills and career goals.

If you're a detail-oriented individual with a passion for finance and customer service, the Business Processor role could be your next career move. Don't miss the chance to join a vibrant team in a accommodating and modern work environment.

Apply now or call me, Owen, on (phone number removed) and take the first step towards an exciting new opportunity!