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Case Manager

2 months ago

Cape Town, South Africa The Legends Agency Full time

Job Title: Case Manager (UKbased bridging finance provider)

Location: Cape Town

About our client:

Our client is a leading UKbased bridging finance provider specializing in offering swift and flexible shortterm loan solutions. Catering to a diverse range of clients including property investors developers and businesses Our client delivers tailored financial support designed to meet urgent funding needs and facilitate timesensitive transactions. With a commitment to providing exceptional service their team of experts works closely with clients to understand their unique requirements ensuring a seamless and efficient borrowing experience. Our client prides itself on its transparent process competitive rates and the ability to fund deals quickly making it a trusted partner in the world of bridging finance.

Job Summary:

The Case Manager will work closely with brokers and clients to oversee the endtoend process of transactions including managing client accounts coordinating with various departments and ensuring compliance with industry regulations. This role requires excellent organizational skills attention to detail and the ability to manage multiple cases simultaneously.

Key Responsibilities:

1. Client Account Management:

  • Act as the primary point of contact for clients throughout the case lifecycle.
  • Maintain and update client files and records in a CRM or relevant software.
  • Address client inquiries and ensure timely responses.

2. Transaction Processing:

  • Oversee the administrative processes for client transactions such as onboarding account setup and document verification.
  • Ensure all paperwork is accurate complete and compliant with regulatory requirements.
  • Coordinate with brokers underwriters and legal teams to facilitate seamless transactions.

3. Compliance and Documentation:

  • Ensure all transactions comply with legal regulatory and internal policies.
  • Keep up to date with changes in industry regulations and company policies.

4. Collaboration and Communication:

  • Liaise between brokers clients lenders and internal departments to facilitate efficient communication and problem resolution.
  • Schedule meetings conference calls and followups as required by brokers.
  • Provide status updates and detailed reports to brokers on client progress.

5. Problem Solving:

  • Address issues and challenges that arise during the transaction process and offer solutions.
  • Handle escalations by working with relevant parties to resolve discrepancies or delays.

6. Client Relationship Management:

  • Build and maintain strong relationships with clients by ensuring a positive and professional experience.
  • Provide ongoing support to existing clients to manage their accounts and ensure satisfaction.

7. Data Management and Reporting:

  • Maintain accurate case files transaction logs and performance metrics.
  • Generate regular and adhoc reports to track progress identify bottlenecks and provide insights for improvements.

Skills and Qualifications:

  • Education: Bachelors degree in finance business administration or a related field is preferred.
  • Experience: Previous experience as a case manager or in a clientfacing administrative role preferably in the financial services or brokerage industry.
  • Skills:
  • Strong organizational and multitasking abilities.
  • Excellent communication and interpersonal skills.
  • Detailoriented with the ability to manage complex documentation.
  • Familiarity with financial products and brokerage services.
  • Proficiency in CRM systems MS Office Suite and brokeragespecific software.
  • Compliance Knowledge: Understanding of industry regulations such as FINRA SEC and other relevant authorities is a plus.

Key Competencies:

Clientfocused mindset.

Ability to work under pressure and meet deadlines.

Problemsolving and conflict resolution skills.

High level of professionalism and integrity.

Salary: Competitive salary based on experience plus benefits.

This job description outlines the core duties and qualifications required for a Case Manager in a brokerage firm focusing on ensuring smooth client transactions and providing essential support to brokers.

Remote Work :

No