About the position
Key Responsibilities
Case Management
- Manage a personal caseload with regular case reviews
- Obtain updates from solicitors and borrowers on legal cases and repayments
- Maintain accurate loan management system records and internal files
- Review legal settlements to confirm repayment routes and identify risks
- Report case statuses and escalate potential issues to senior team members
- Process loan term extensions, refinances, and solicitor firm changes
- Collect and monitor customer feedback, identifying trends and potential product/process improvements
Loan Facility Management
- Process invoices, obtain client authorisation, and update the CRM
- Issue account statements, redemption statements, and annual statements
- Manage redemption processes in collaboration with Finance
- Monitor facility usage against case progress
- Conduct initial assessments of potential loan increases before referral to Underwriting
Document Management & Compliance
- File and verify executed documentation
- Ensure all documentation is collected and obligations met by all parties
- Adhere to compliance standards including AML, data protection, and FCA regulations
Skills & Competencies
- Background in recoveries, case management, financial services, legal, or consumer credit sectors (training provided if needed)
- Knowledge of Family Law, Probate, or consumer credit lending advantageous
- Excellent written and verbal communication skills with the ability to explain complex matters empathetically
- Strong organisational skills and attention to detail
- Confident decision-making with sound risk assessment and judgement
- Resilient and calm when handling sensitive or emotionally charged interactions
- Adaptability to a fast-paced, evolving environment with a solutions-focused mindset
- Team player with a proactive approach to improvement and learning
Why Join?
- Be part of a mission-driven, award-winning team
- Inclusive and collaborative working culture where your input matters
- Opportunity to support people through complex financial and legal journeys
- Comprehensive training, development, and clear progression pathways
Desired Skills:
- Loan Facility Management
- Knowledge of Family Law
- Probate
- or consumer credit lending advantageous
About The Employer:
We are seeking a highly organised and detail-oriented Case Handler to join our Loan Management team. The role involves managing a caseload of legal-finance-related cases, ensuring accurate record-keeping, compliance with regulations, and supporting borrowers and solicitors through the repayment journey. The successful candidate will play a key role in safeguarding loan repayments and ensuring the smooth running of case and facility management processes.
Employer & Job Benefits: