Case Manager

Are you ready to take on the role of a Case Manager in a dynamic lending environment? Our client, a specialist lender known for its flexible and innovative solutions, is looking for a dedicated professional to support their Bridging Sales team. This role is perfect for someone who thrives in a fast-paced setting and is keen to ensure a smooth sales process.With a competitive salary ranging from £30,000 to £35,000 and a 10% annual bonus, this role offers a fantastic opportunity for career progression. Enjoy the flexibility of a hybrid work environment with Fridays working from home, and be part of a team that values integrity and customer satisfaction.Our client is a specialist lender focused on delivering tailored lending solutions. They work closely with brokers and partners to provide exceptional customer experiences. The company prides itself on its integrity, speed, and commitment to service excellence.As a Case Manager, you will:

• Prepare and issue terms and agreements to brokers promptly.
• Conduct KYC and AML checks in compliance with regulations.
• Manage the onboarding process for new brokers, ensuring all documentation is accurate.
• Maintain detailed records of broker interactions and documentation.
• Collaborate with Sales and Operations teams for a seamless broker journey.
• Address broker queries professionally, escalating when necessary.
• Support the Sales team with administrative tasks, pipeline updates, and reporting.

Package and Benefits:The Case Manager role comes with an attractive package, including:

• Annual salary of £30,000 - £35,000.
• 10% annual bonus.
• Hybrid working arrangement with Fridays from home.
• Opportunities for career progression to underwriting or internal sales roles.

The ideal Case Manager will have:

• Experience in sales support, customer service, or financial services administration.
• Strong knowledge of KYC/AML requirements and compliance.
• Excellent organisational skills and attention to detail.
• Strong communication and relationship-building abilities.
• Ability to manage multiple priorities under pressure.
• Proficiency in Microsoft Office and CRM systems.

If you have experience or interest in roles such as Sales Support Specialist, Financial Services Administrator, Broker Support Officer, Lending Administrator, or Compliance Officer, you might find the Case Manager position a great fit for your career goals.If you're a detail-oriented professional with a passion for supporting sales processes and building strong broker relationships, the Case Manager role could be your next career move. Apply today to join a company that values innovation and exceptional service.JL_FIN