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Case Manager

ClearScore

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Posted over 30 days ago...

Join ClearScore's market-leading financial platform and help build financial confidence for our users.

Overview

icon Salary

£34000 - £0

icon Location

Manchester

icon Expires

Organisation summary We’re on a mission to positively impact the lives of our users. Our product puts their needs at the centre of our thinking. Through cutting-edge tech, insightful analytics and beautiful design we want to help our users build their financial confidence and make better financial decisions.

Role Summary

  • Review, evaluate and package secured loan applications to ensure completeness and accuracy, resulting in the pay out of a case.
  • Verify customer information, including income, employment, credit history, and property details.
  • Prepare and process loan documents, including loan agreements, disclosures, etc.
  • Conduct thorough due diligence of a customer’s application and ensure all necessary documentation is obtained.
  • Communicate with lenders, and other relevant parties to resolve any discrepancies or issues that arise during the loan process.
  • Liaise directly with customers by explaining and completing the application process in accordance with the Aro Money’s Compliance and Training & Competence Procedures.
  • Build and maintain strong relationships with customers, keeping them fully informed throughout the process.
  • Meet or exceed targets and KPIs while maintaining high levels of customer satisfaction.
  • Collaborate with our exceptional team of administrators and advisors to support our customers' applications.
  • Keep up-to-date with industry regulations and lender criteria to provide informed guidance to customers.
  • Play a key role in Aro’s continuous innovation of best-in-class customer experience by actively suggesting new ideas and processes where appropriate and be willing to put these into practice.

Role Requirements

  • Motivated and talented individual with a focus on customer satisfaction.
  • Experience in case management or financial services.

We are seeking a talented and motivated Case Manager to join our highly skilled team. As a Case Manager, you will play a crucial role in helping our customers secure their financial needs. You will be responsible for packaging loan applications, guiding customers through the application process, and ensuring a best-in-class experience. This is a real opportunity to join a market-leading financial platform backed by ClearScore’s global success and long-term growth plans. You'll be working alongside some of the best in the industry, with access to training, support, strong partnerships with top lenders, and a clear vision for the future.

What you’ll be doing: - Review, evaluate and package secured loan applications to ensure completeness and accuracy, resulting in the pay out of a case. - Verify customer information, including income, employment, credit history, and property details. - Prepare and process loan documents, including loan agreements, disclosures, etc. - Conduct thorough due diligence of a customer’s application and ensure all necessary documentation is obtained. - Communicate with lenders, and other relevant parties to resolve any discrepancies or issues that arise during the loan process. - Liaising directly with customers by explaining and completing the application process in accordance with the Aro Money’s Compliance and Training & Competence Procedures. - Build and maintain strong relationships with customers, keeping them fully informed throughout the process. - Meet or exceed targets and KPIs while maintaining high levels of customer satisfaction. - Collaborate with our exceptional team of administrators and advisors to support our customers' applications. - Keep up-to-date with industry regulations and lender criteria to provide informed guidance to customers. - Play a key role in Aro’s continuous innovation of best-in-class customer experience by actively suggesting new ideas and processes where appropriate and be willing to put these into practice.

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