Case Manager

ClearScore Technology Ltd.; Manchester; Hybrid; GBP 28,000 - 45,000; Full time

Job summary

An established industry player is seeking a talented Case Manager to join their dynamic team. In this exciting role, you will help customers navigate their financial needs by packaging loan applications and ensuring a seamless experience. You will be responsible for verifying customer information, preparing loan documents, and maintaining strong relationships with clients. This is a unique opportunity to contribute to a leading financial brokerage during a period of growth and innovation. If you are passionate about helping others achieve their financial goals and thrive in a fast-paced environment, this role is perfect for you.

Benefits

33 days holiday inclusive of bank holidays

Supportive team environment

Salary sacrifice pension scheme

Healthcare cash plan

Life assurance x 2

Cycle to work scheme

Birthday off

Enhanced maternity, adoption or paternity leave

Enhanced sick pay

Casual and gender neutral dress policy

Qualifications

• Strong communication and interpersonal skills are essential for building rapport.
• Detail-oriented with strong analytical and problem-solving abilities.

Responsibilities

• Review and package loan applications ensuring completeness and accuracy.
• Communicate with customers and lenders to resolve discrepancies.
• Meet targets while maintaining high levels of customer satisfaction.

Skills

Customer Service

Analytical Skills

Communication Skills

Problem-Solving

Organizational Skills

Education

Experience in Financial Services

Knowledge of Secured Loans

Job description

• Hybrid: 3 days in the office and 2 days from home
• Salary: An OTE of £40k - £45k (basic salary up to £28k + bonus)

Join us at this exciting time of growth as the ClearScore Group expands following our recent acquisition of Aro, creating new opportunities for innovation and success!

We are seeking a talented and motivated Case Manager to join our highly skilled team. As a Case Manager, you will play a crucial role in helping our customers secure their financial needs. You will be responsible for packaging loan applications, guiding customers through the application process, and ensuring a best-in-class experience. This is a unique opportunity to join an industry leading financial brokerage. Aro Money is a highly established and reputable financial lending platform, working with some of the most prestigious and growing financial institutions globally.

You will be part of a very successful team within the ClearScore Group with a clear strategy for success and growth.

What you’ll be doing:

• Review, evaluate and package secured loan applications to ensure completeness and accuracy, resulting in the pay out of a case.
• Verify customer information, including income, employment, credit history, and property details.
• Prepare and process loan documents, including loan agreements and disclosures.
• Conduct thorough due diligence of a customer’s application and ensure all necessary documentation is obtained.
• Communicate with lenders and other relevant parties to resolve any discrepancies or issues that arise during the loan process.
• Liaise directly with customers by explaining and completing the application process in accordance with Aro Money’s Compliance and Training & Competence Procedures.
• Build and maintain strong relationships with customers, keeping them fully informed throughout the process.
• Meet or exceed targets and KPIs while maintaining high levels of customer satisfaction.
• Collaborate with our exceptional team of administrators and advisors to support our customers' applications.
• Keep up-to-date with industry regulations and lender criteria to provide informed guidance to customers.
• Play a key role in Aro’s continuous innovation of best-in-class customer experience by actively suggesting new ideas and processes where appropriate, and be willing to put these into practice.

What we expect from you:

• Knowledge of Secured Loans (desirable but not essential).
• A performance-driven mindset, taking accountability for your targets that drive the right outcomes for our customers while taking our business forward.
• You’ll provide a best-in-class customer experience, going over and above for our customers, ensuring their satisfaction and fostering long-term loyalty.
• You’ll be busy, so you’ll need to be organised, managing multiple cases in a fast-paced environment.
• Excellent communication and interpersonal skills, with the ability to build rapport with customers.
• Detail-oriented with strong analytical and problem-solving abilities.
• Flexibility and willingness to work shifts in order to meet the evolving needs of our customers.
• Ability to work independently and as part of a team.

What we offer:

• 33 days holiday inclusive of bank holidays.
• Supportive team environment with opportunities for career advancement.
• Salary sacrifice pension scheme.
• Healthcare cash plan with separate balance for dependents.
• Life assurance x 2.
• Cycle to work scheme.
• Birthday off + takeaway on us.
• Enhanced maternity, adoption or paternity leave.
• Enhanced sick pay + income protection for up to 2 years.
• Casual and gender neutral dress policy.
• Access to a range of retailer discounts through our various providers.
• Fun and inclusive work environment with regular team incentives.

If you are a motivated and customer-focused individual with a passion for helping others achieve their financial goals, we would love to hear from you.

We look forward to reviewing your application!

At Aro Money we are committed to equality and diversity. We ensure that job criteria are relevant to the successful undertaking of the job. We do not indirectly disadvantage any persons on the grounds of gender, age, disability, race, ethnic origin, religious belief, sexual orientation, or social status.

As part of any recruitment process, Aro Money collects and processes personal data relating to job applicants. Aro Money is committed to being transparent about how it collects and uses that data and to meeting its data protection obligations. Please visit our Data Privacy Statement.

Inclusion Policy

We are always looking for talented individuals to join ClearScore. We are an equal opportunity employer. We celebrate diversity and are committed to creating an inclusive environment for our people. Please see our People Policy Notice at https://www.clearscore.com/people-notice.