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Date Added: TODAY

Case Support Manager

Bishopsgate, EC2M, UK
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Company: AIMEE WILLOW CONNEX LTD

Job Type: Permanent, Full Time

Salary: £30000 - £35000/annum

Job Title: Case Support Manager

Supervisor: Head of Sales/ Sales Support

The Case Support Manager will:

BDM Support:

* Answers and handles phone calls from brokers (when BDMs in meeting/on other calls)

* Chases the gathering of stips directly with the broker

* Sends and chases contracts directly with the customer

* Supports BDM with conversion of lower value/ lower Risk Grade offers - directly with brokers

UW support:

* Verifies key legal, identity, contact, and banking details against source documentation.

* Confirm all stips received prior to funding, and SF is fully updated

* Ensures all bank details are clearly shown in the system and have been validated prior to pay-out

Finance support:

* Ensure we have full information needed for pay-offs to other lenders and these details are all loaded to SF (account name, sort code, account number, amount, reference)

* Check that DD Mandate will be set up in all cases (there are still deals being posted to RTF channel with no DD mandate setup).

* Set stage to "Ready to Fund" (there are still deals being posted to RTF channel with the stage not being set correctly)

Knowledge, Skills and Abilities

* Super organised

* Strong communicator

* Excellent attention to detail

* Ideally experienced in working with financial data

* Confident about the ultimate value of his/her decisions

* Handles pressure, and thrives in fast moving environment

* Active learner interested in applying Company standards to transactions

* Effective team player with the ability to work independently, exercise initiative and take ownership of projects

* Commitment to continuous improvement

* Sense of accountability and pride in his/her work

* Ability to communicate urgency, while working with detailed process requirements

* Ability to drive a process

* Excited about the prospect of working for an ambitious, fast-growing company

* Opportunity to develop into BDE/BDM/Direct Sales or get more responsibilities in a Sales Support role
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