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, ...