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The Legends Agency

Case Handler

The Legends Agency

  • R Undisclosed
  • Permanent Intermediate position
  • Cape Town CBD
  • Posted 29 Aug 2025 by The Legends Agency
  • Expires in 32 days
  • Job 2620916 - Ref 290825
Apply Now

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:

  • salary

Apply Now

The Legends Agency

About the agency

We are a South African in-country Employer of Record and Recruitment service provider that offers co-employment Opportunities to UK, USA and Auz-based Companies. Simply, co-employment is a relationship between two entities sharing responsibility for an employee. We take care of the employment contracts, salaries, and taxes, and assist with SA employment legislation.

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Expires in 32 days

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