Case Manager

1 week ago

Cape Town, Western Cape, South Africa The Legends Agency Full time

Company Overview

The Legends Agency is a leading UK-based bridging finance provider, specializing in offering swift and flexible short-term loan solutions to cater to a diverse range of clients.

We deliver tailored financial support designed to meet urgent funding needs and facilitate time-sensitive transactions. Our team of experts works closely with clients to understand their unique requirements, ensuring a seamless and efficient borrowing experience.

Job Summary:

We are seeking an experienced Case Manager to join our team in Cape Town. The successful candidate will oversee the end-to-end process of transactions, including managing client accounts, coordinating with various departments, and ensuring compliance with industry regulations.

Key Responsibilities:

  • 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.
  • 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.
  • 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.
  • Collaboration and Communication:
    • Liaise between brokers, clients, lenders, and internal departments to facilitate efficient communication and problem resolution.
    • Schedule meetings, conference calls, and follow-ups as required by brokers.
    • Provide status updates and detailed reports to brokers on client progress.
  • 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.
  • 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.
  • Data Management and Reporting:
    • Maintain accurate case files, transaction logs, and performance metrics.
    • Generate regular and ad-hoc 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 client-facing administrative role, preferably in the financial services or brokerage industry.
  • Skills:
    • Strong organizational and multitasking abilities.
    • Excellent communication and interpersonal skills.
    • Detail-oriented with the ability to manage complex documentation.
    • Familiarity with financial products and brokerage services.
    • Proficiency in CRM systems, MS Office Suite, and brokerage-specific software.
    • Compliance Knowledge:
      • Understanding of industry regulations such as FINRA, SEC, and other relevant authorities is a plus.

Key Competencies:

  • Client-focused mindset.
  • Ability to work under pressure and meet deadlines.
  • Problem-solving and conflict resolution skills.
  • High level of professionalism and integrity.

Salary: £40,000 - £60,000 per annum, depending on experience, plus benefits.

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