Assistant Case Manager

Assistant Case Manager

Selby based financial services firm expanding into Residential mortgages requires graduate (or comparable) individual for processing and management of loans and mortgages.
Salary commensurate with experience from £16k-£20k + bonus post probation.
Financial service background particularly experience with mortgage sourcing software such as Trigold useful, but not essential.
Great career prospects with defined career path, communication and time management skills essential.

White Rose Finance Group is a commercial finance consultancy and brokerage established in June 2004. The company operates from offices in Selby and provides a range of services to business and personal clients including Commercial Property Loans, Mortgages, as well as loans for trading businesses. The company currently has 8 staff working from their Selby office with a growing number of external business introducers.

Business enquiries come from direct calls and repeat clients as well as a growing Appointed Representative Network of which White Rose Finance is the principal with the FCA. The company has two main web sites:

The role will assist the team with all aspects of the business and includes the following responsibilities:

General Case Processing of loans and mortgages following FCA mandated standards and guidelines.
Creation and Filing of Information into computer databases / systems.
Preparation of documents for submission to lenders.
Communicating with clients, lenders and partners to give case progress updates etc.
Any other general administrative duties as deemed appropriate.

It is essential that candidates must have the confidence, character and skills to deal with clients, associates and funding partners mainly over the phone and via e-mail communications.

Candidates must be literate / numerate, have good computer skills and be familiar with using the Internet, Microsoft Office applications and e-mail. As with any small businesses there is a definite need for flexibility and a ‘can do’ approach to any task allocated.

Key skills required:

Confident communicator- ability to talk with professionals, take and make telephone calls.
Pro-active worker – initiative to ask the right questions.
Time organised – can prioritise, take ownership and see processes through to completion.
Maintain a positive and customer friendly attitude.
Help to resolve customer service problems and take ownership of tasks required.
This is an opportunity to join a small growing company and to become involved and experienced in an interesting and expanding market. As the company moves forward both the personal development and earnings potential for the individual will increase significantly, there will be an agreed probationary period.

The company is diversifying into a related but new venture. The successful candidate will play an important role in this and the overall growth of the business and career progression prospects are therefore excellent.

Interested and qualified candidates should send their CV showing educational qualifications, work experience, skills and what qualities they could bring to the role.