Case Manager
Core
Review, evaluate, and package secured loan applications to ensure completeness and accuracy, resulting in the payout of a case.
Role type
Secured loan case manager
Builds
Loan applications and customer financial outcomes
Domain
Financial services / Lending
Deliverable
client delivery
Required skills
Loan application packaging, customer verification, due diligence, document preparation, lender communication, regulatory compliance knowledge, multi-case management
Preferred skills
Secured loans knowledge, analytical abilities, problem-solving, flexibility for shift work
Responsibilities
Review and evaluate secured loan applications; verify customer information including income, employment, credit history, and property details; prepare and process loan documents; conduct due diligence; communicate with lenders to resolve discrepancies; liaise with customers to guide them through the application process; meet targets and KPIs while maintaining customer satisfaction.
Seniority
Individual Contributor