Cantonese speaking assistant loan case manager BNO Market

  • Full Time
  • Permanent
  • Anywhere

Job title: Assistant case manager Job Types: Full-time, Permanent Salary: 28- 35K Location: Central London Company details Fast-growth asset management business and specialist lender owned by Chinese and expanding its business fast in the UK . The company services HNW and UHNW investors who are looking for advice in order to make key financial investments and this business provides specialist research and advisory services so that business decisions are based on sound understanding of the commercial environment and business and taxation landscape Job Description
* Liaising with brokers to assist obtaining the required documents and supporting information to expedite the completion of loan applications
* Manage expectations and deadlines whilst providing an excellent service that encourages repeat business
* Provide support to Case Manager and Business development Manager including answering telephone calls and dealing with correspondence via post and email
* Dealing with broker queries and keeping brokers up to date with the progress of their applications.
* Preparing HOT’s, AIP’s and various documentation
* Liaising with Underwriting and Credit
* Ensure that data including tracking of calls, correspondence and visits are accurately entered and managed within the company’s CRM system
* Track and record activity on accounts and help to close deals
* Attend and contribute to sales meetings
* Send broker packs out and follow up
* Submit weekly progress reports and ensure data is accurate
* Set up meetings for case manager and business development manager
* General Research including research into specific towns prior to setting up appointments for a BDM to visit
* Obtaining property information and valuation quotes
* Dealing with MLA and carrying out initial searches
* Ad hoc administration and projects Job Requirement
* Excellent in numbers
* Experience dealing with a high-volume workflow and prioritising accordingly
* Ability to form good relationships with key stakeholders and third parties
* Close attention to detail
* Excellent written and verbal English
* Problem solver and can-do attitude
* Good team player
* Part qualified accountant
* Minimum 3 years’ bookkeeping / management accounting experience
* Good Excel skills
* Good interpersonal skills

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