Case Manager

JR United Kingdom; Sutton Coldfield; On-site; GBP 26,000; Part time

Job summary

A leading company in Sutton Coldfield is seeking a part-time Commercial Finance Case Manager. The role involves managing finance applications, liaising with clients, and maintaining data accuracy. Ideal candidates will have experience in financial services and case management, with strong communication skills and attention to detail.

Qualifications

• Recent experience in financial services required.

Responsibilities

• Managing commercial finance applications from enquiry to completion.
• Liaising with clients for necessary information and documentation.
• Maintaining data within the CRM system.

Skills

Communication

Attention to Detail

CRM Systems

Teamwork

Job description

Social network you want to login/join with:

Our client, based in Sutton Coldfield, is currently recruiting for a Commercial Finance Case Manager on a permanent contract.

The position is due to start immediately on a part-time basis. The full-time equivalent salary on offer is c. £25,400.

The ideal candidate will have experience in financial services, with a strong track record in case management of mortgages or commercial finance.

Duties will include (but are not limited to):

• Managing commercial finance applications from initial enquiry through to completion
• Liaising directly with clients to gather all necessary information and documentation
• Accurately inputting and maintaining data within the CRM system
• Communicating with panel lenders, submitting applications, and processing their responses
• Working on side projects to support operational efficiency and continuous improvement
• Effectively managing your own caseload while coordinating with clients, lenders, and internal team members
• Contribute to a positive team environment and support colleagues as required

Skills, knowledge and expertise required:

• Excellent verbal and written communication skills
• Strong attention to detail and ability to manage multiple cases simultaneously
• Confident using CRM systems and handling sensitive financial information
• A collaborative and team-oriented approach, with a willingness to support others and share knowledge

Working hours:

• C. 20 hours per week
• Monday – Friday, 9am-2pm

Please note that you require recent experience to apply for this role.

James Andrews is acting as an employment agency and business in relation to this role.

At James Andrews Recruitment Solutions we try to respond to all applications personally, however, due to the high volume of applications this is not always possible. If you have not heard back from us within 72 hours, please assume that your application has been unsuccessful on this occasion.

Don’t forget our recommendation scheme: Recommend a friend or colleague to us and receive up to £100 each once they have completed 20 days in a role via James Andrews! Terms and conditions apply, contact us for details.