Case Manager Altrincham Full-Time Monday to Friday - Office Hours - On site Industry: Financial Services Up to £27,500 depending on experience
Role Overview: Time Recruitment are working with a long standing client who are seeking a detail-oriented and proactive Application Support Specialist to join our dynamic team. In this role, you will be responsible for supporting Underwriting colleagues with their pipeline applications, ensuring a seamless and efficient process from the initial enquiry to submission.
Key Responsibilities: * Pipeline Support: Assist Underwriting colleagues by managing and processing their pipeline applications, ensuring that all necessary steps are completed efficiently. * Inbox Management: Monitor both your own and team inboxes for new enquiries and documents, ensuring timely responses and accurate information handling. * Enquiry Handling: Take telephone enquiries from Brokers and direct Borrowers, providing accurate information and guiding them through the application process. * Data Management: Accurately manage the submission process by ensuring all data entry is correctly completed, ensuring a smooth transition to underwriting. Log all new enquiries in the CRM system. * Application Processing: Handle applications from the receipt of the pack through to submission to underwriting. Complete information on relevant systems and conduct necessary fraud prevention checks. * Case Packaging: Package new applications by providing an initial case assessment, reviewing the borrower's Assets & Liabilities, and requesting additional information as needed. * Pipeline Management: Proactively manage a pipeline of 50 cases, working closely with the Underwriter to meet completion targets. Ensure information is proactively requested from customers and third parties. * Stakeholder Communication: Provide updates to customers and other stakeholders, ensuring that all required information is requested and delivered within service levels. * System Accuracy: Ensure all data entry and system notations are accurately completed within agreed service level agreements (SLA) for all new transactions. * Relationship Building: Maintain clear and consistent communication with brokers, introducers, customers, and colleagues to foster positive working relationships. * Documentation Preparation: Prepare valuation, Asset Manager/Project Monitoring Surveyor, and Legal instructions for the Underwriter.
Qualifications: * Previous experience in a similar role within financial services or underwriting support. * Strong attention to detail and data management skills. * Excellent communication skills, both written and verbal. * Ability to manage multiple tasks and work to tight deadlines. * Proficient in Microsoft Office and CRM systems. * A proactive and collaborative approach to work.
Why Apply? * Competitive salary and benefits package. * Opportunities for professional growth and development. * A supportive and dynamic team environment.
Time Recruitment Solutions Ltd is acting as an Employment Agency in relation to this vacancy.