An exciting opportunity has arisen for a Case Manager to join Beeerstone Specialist Finance. The post will be for 20 hours a week with flexible working hours between 10am and 5pm.
The Case Manager will be supporting Advisers by engaging with clients, lenders and third parties.

ESSENTIAL SKILLS

• Experience of working in a fast paced environment and juggling multiple tasks effectively and efficiently
• Must be trustworthy and have a high level of integrity
• Provide a high level of customer experience
• Engaging with clients confidently face to face and over the phone
• Administration experience
• Self-starter with a positive, proactive, confident attitude
• Good communication skills and able to build trusting relationships with clients. Must communicate in a fair and clear manner
• Mortgage experience is desirable but not essential
• Diary management

• Book client appointments
• Management of client applications from first appointment to completion
• Assessing client documents and ensuring that they are in line with polices, criteria and compliance
• Chase documents from clients and help them complete fact finds if required
• Interact with lenders to ensure smooth progress of client applications
• Create letters and reports
• Supporting advisers by conducting research with lenders and preparing for appointments
• Promote the profile of the business within the profession and wider community