Case Manager

The Legends Agency; Cape Town; On-site; ZAR 200,000 - 300,000; Full time

Job summary

A UK-based finance provider in Cape Town seeks a Case Manager to supervise client transactions and coordinate with brokers. The role demands strong organizational skills, attention to detail, and a client-focused mindset. Ideal candidates should have a Bachelor's degree and experience in financial services. Competitive salary based on experience and benefits are offered.

Qualifications

• Previous experience as a case manager or in a client-facing administrative role, preferably in financial services.
• Strong organizational and multitasking abilities.
• Understanding of industry regulations such as FINRA, SEC is a plus.

Responsibilities

• Act as the primary point of contact for clients throughout the case lifecycle.
• Oversee the administrative processes for client transactions.
• Ensure all transactions comply with legal and regulatory requirements.
• Liaise between brokers, clients, lenders and internal departments.
• Address issues and challenges that arise during the transaction process.

Skills

Organizational skills

Communication skills

Detail-oriented

Problem-solving

Client-focused mindset

Education

Bachelor's degree in finance, business administration, or related field

Tools

CRM systems

MS Office Suite

Job description

Overview

Job Title: Case Manager (UK-based bridging finance provider)

Location: Cape Town

About our client:

Our client is a leading UK-based bridging finance provider, specializing in offering swift and flexible short-term loan solutions. Catering to a diverse range of clients, including property investors, developers, and businesses, Our client delivers tailored financial support designed to meet urgent funding needs and facilitate time-sensitive transactions. With a commitment to providing exceptional service, their team of experts works closely with clients to understand their unique requirements, ensuring a seamless and efficient borrowing experience. Our client prides itself on its transparent process, competitive rates, and the ability to fund deals quickly, making it a trusted partner in the world of bridging finance.

Job Summary

The Case Manager will work closely with brokers and clients to oversee the end-to-end process of transactions, including managing client accounts, coordinating with various departments, and ensuring compliance with industry regulations. This role requires excellent organizational skills, attention to detail, and the ability to manage multiple cases simultaneously.

Key Responsibilities

1. Client Account Management:

• Act as the primary point of contact for clients throughout the case lifecycle.
• Maintain and update client files and records in a CRM or relevant software.
• Address client inquiries and ensure timely responses.

2. Transaction Processing:

• Oversee the administrative processes for client transactions, such as onboarding, account setup, and document verification.
• Ensure all paperwork is accurate, complete, and compliant with regulatory requirements.
• Coordinate with brokers, underwriters, and legal teams to facilitate seamless transactions.

3. Compliance and Documentation:

• Ensure all transactions comply with legal, regulatory, and internal policies.
• Keep up to date with changes in industry regulations and company policies.

4. Collaboration and Communication:

• Liaise between brokers, clients, lenders and internal departments to facilitate efficient communication and problem resolution.
• Schedule meetings, conference calls, and follow-ups as required by brokers.
• Provide status updates and detailed reports to brokers on client progress.

5. Problem Solving:

• Address issues and challenges that arise during the transaction process and offer solutions.
• Handle escalations by working with relevant parties to resolve discrepancies or delays.

6. Client Relationship Management:

• Build and maintain strong relationships with clients by ensuring a positive and professional experience.
• Provide ongoing support to existing clients to manage their accounts and ensure satisfaction.

7. Data Management and Reporting:

• Maintain accurate case files, transaction logs, and performance metrics.
• Generate regular and ad-hoc reports to track progress, identify bottlenecks, and provide insights for improvements.

Skills and Qualifications

• Education: Bachelors degree in finance, business administration, or a related field is preferred.
• Experience: Previous experience as a case manager or in a client-facing administrative role, preferably in the financial services or brokerage industry.
• Skills: Strong organizational and multitasking abilities.
• Excellent communication and interpersonal skills.
• Detail-oriented with the ability to manage complex documentation.
• Familiarity with financial products and brokerage services.
• Proficiency in CRM systems, MS Office Suite, and brokerage-specific software.
• Compliance Knowledge: Understanding of industry regulations such as FINRA, SEC, and other relevant authorities is a plus.

Client-focused mindset.

Ability to work under pressure and meet deadlines.

Problem-solving and conflict resolution skills.

High level of professionalism and integrity.

Salary: Competitive salary based on experience, plus benefits.

This job description outlines the core duties and qualifications required for a Case Manager in a brokerage firm, focusing on ensuring smooth client transactions and providing essential support to brokers.