JOB TITLE: CASE MANAGER – SECOND CHARGE MORTGAGE

Company: Evolution Money
Location: Manchester City Centre
Job Type: Full-time, onsite working with hybrid potential following successful completion of probation (6 months, minimum 3 days per week onsite).
Basic Salary: £25,000 pa plus performance bonus scheme

ABOUT US:

Evolution Money is a Certified B Corp with a social purpose. At Evolution Money, our mission is to redefine financial inclusion by providing bespoke lending solutions to UK homeowners. We are committed to empowering individuals and fostering long-term financial well-being. Through innovative and purpose-driven approaches, we aim to challenge traditional norms and create a pathway for those who might be overlooked by conventional financial institutions.

CORE RESPONSIBILITIES

Evolution Money is committed to delivering good customer outcomes and outstanding customer service. As a Case Manager, you will be working directly with our Underwriting and Mortgage Advise teams. You’ll be responsible for pre-checking customer applications and proactively contacting customers to obtain outstanding documentation to progress the loan application.
Our team possess a wealth of Underwriting experience to support your underwriting development. We’ll provide extensive training, supporting you along a structured pathway towards progression to a rewarding career as an Underwriter.

DUTIES WILL INCLUDE, BUT NOT LIMITED TO:

• Manging inbound calls and emails and servicing customer application queries.
• Proactively contacting customers for outstanding documentation.
• Pre-checking customer applications for correct documentation in line with policy & criteria.
• Managing customers proofs & uploading into appropriate files & proactively contacting customers to request outstanding information and documentation.
• Conducting Verification Calls with customers to verify their identity, set up their direct debit schedule & obtain creditor details to finalise their application.
• Support the Underwriting team with various applications tasks including requesting searches & completing introduction calls with customers.
• Adherence to compliance within regulatory standards, company policies, procedures and guidelines & identify & escalate suspicious or fraudulent activity,

Essential Attributes

• Minimum 12 months customer service / call centre experience to confidently deliver good customer outcomes.
• Evidenced ability to thrive in a fast-paced KPI / target driven environment.
• Experience meeting consistent quality standards while handling a large volume of customer cases.