Case Manager :
About Blenheim Chalcot
Blenheim Chalcot is the UK’s leading digital venture builder. We invest more than just funds, we invest our knowledge and experience, our ideas and infrastructure. Our ventures are at the forefront of a multitude of industries being disrupted digitally, including FinTech, EdTech, GovTech, Media, Sport, Charity and more. We have built Agilisys and even the Rajasthan Royals IPL cricket team. All our 30+ portfolio companies have been incubated and launched by us and now have total portfolio sales of over £500 million and more than 3,000 employees. Our assets under management stand at more than £1.8 billion.
Responsibilities:
1. Case Management and Advisory Support:
- Collaborate with mortgage advisors to facilitate the end-to-end management of mortgage cases.
- Assist advisors in reviewing client profiles and recommending suitable mortgage products.
- Research and stay updated on mortgage products, rates, and industry trends to support advisors in offering the best solutions to clients.
2. Document Review and Compliance:
- Thoroughly review client-provided documents and ensure they meet regulatory and company standards.
- Maintain accurate and organized records of client documentation, applications, and communications.
- Collaborate with advisors to address any discrepancies or missing information promptly.
3. Client and Stakeholder Communication:
- Act as a primary point of contact for clients, addressing their inquiries and providing updates on their mortgage applications.
- Liaise with lenders, solicitors, surveyors, and other relevant parties to coordinate information flow and expedite the application process.
- Provide professional and clear communication throughout the entire mortgage process.
4. Administrative Efficiency:
- Handle administrative tasks such as data entry, scheduling appointments, and managing calendars for advisors.
- Assist in the preparation of reports, presentations, and documentation for internal and external use.
- Proactively identify areas for process improvement and contribute ideas to enhance operational efficiency.
5. Comprehensive Support:
- Assist with various administrative tasks as needed, such as answering phone calls, and responding to emails.
- Collaborate with other team members to ensure a seamless client experience and efficient case progression.
- Participate in team meetings, training sessions, and professional development opportunities.
Qualifications:
• Previous experience in customer service, administration, or a related field is advantageous.
• Basic understanding of mortgage processes, financial services, or real estate.
• Exceptional organizational skills and a keen eye for detail.
• Strong communication skills, both written and verbal.
• Proficiency in using various CRM Systems for client communication and internal data handling.
• Ability to multitask, prioritize tasks, and manage time effectively.
• Proactive problem-solving skills and a willingness to learn and adapt.
• A commitment to maintaining client confidentiality and data security.
At Blenheim Chalcot, we strive to create an environment where differences are not only accepted but greatly valued; where everyone can make the most of their capabilities and potential. We promote meritocracy, competence and the sharing of ideas and opinions. We are driven by data and believe the diversity, agility, generosity, and curiosity of our people is what sets us apart as an organization and helps us thrive communities in which we operate and who reflect a variety of backgrounds, talents, perspectives and experiences. Our strong commitment to a culture of inclusion is evident through our constant focus on recruiting, developing and advancing individuals based on their skills and talent.
