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    Case Manager - Financial Services

  • Job type: Permanent
  • Sector: Administrator
  • Location: Blackpool, Lancashire
  • Salary: Negotiable
  • Date posted: 07/08/2018
  • Job reference: 35013_1533639059

My clients are a successful Financial Services company based in Blackpool and due to growth have vacancies for Case Managers within the Lending Team, reporting directly to the Packaging Manager.

The Role will include:

Case managing files ensuring all relevant documents and information has been received from clients in order to process their applications.

Processing customer data/ documents e.g. wage slips, bank statements to ensure clients meet our affordability and loan criteria. This includes completing affordability checks and working with customers to arrange budget plans, to ensure they can afford the loan repayments.

Handling both inbound and outbound calls.

Building rapport with customers and brokers and providing regular updates.

Working in line with FCA Rules and Guidance at all times, as well as our internal policies and procedures.

The Person

Computer literate

Organised and able to prioritise workloads

Team player

Able to work in a fast paced environment

Attention to detail

Excellent communication skills, both written and verbal.

What They Offer

22 days holiday per annum

36.25 hour week - shifts vary from 08:00 am till 19:00 pm.

Recommend a friend scheme

Full in House Training Academy

Perk Box

Monthly incentives to win up to £50 in high street vouchers

Monthly bonus commission structure up to 20% of monthly salary

A chance to be part of a growing team

Clayton Group is acting as an Employment Agency in relation to this vacancy.

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