Portfolio Case Manager - Liverpool, United Kingdom - KFS Recruitment

KFS Recruitment
KFS Recruitment
Verified Company
Liverpool, United Kingdom

2 weeks ago

Tom O´Connor

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Tom O´Connor

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Description

Portfolio Case Manager

Bridging Finance

Liverpool


We are pleased to be working with a fantastic award-winning, short-term lender in Liverpool, on their search for a Portfolio Case Manager to join the team.


The purpose of this role is to manage customer enquiries relating to the servicing and management of their bridging loan.


Key responsibilities:


  • To be the first point of contact on all servicing matters for customers.
  • To process and manage requests from customers that may vary their original agreement.
  • To issue a timely and quality response to all enquiries.
  • To manage and process these enquiries in accordance with policies and procedures.
  • To manage customer accounts nearing the end of their terms, ensuring funds are repaid on time.
  • To complete referrals to business support, escalating concern cases in accordance with policy.
  • To maintain accurate customer records across the company's databases and systems

Skills/Experience:


  • Experience in a financial setting is desirable.
  • Strong experience of Microsoft Office.
  • Excellent people and relationship building skills, across all seniority levels.
  • Detailoriented and with strong analytical skills.
  • Ability to work well as part of a team, driven, relentless and a proven closer.
  • Passionate approach to customer experience.
  • An eye for building new processes and challenging the status quo.
  • Love to solve problems and be challenged.
  • To be a constant learner.
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